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010280.KQ$6770.00+3.20%
Fair $6770.00+0.0%

010280.KQ

Itcenentec Co.,Ltd.

Technology / Information Technology ServicesKOSDAQ

$6770.00

+210.00 (+3.20%)

Fairly Valued+0.0%Fair Value $6770.00Fund rank 23/100 · Data gapFallback financials|
SA 72/B
F-Score: 7/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-19.8B · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

72/100

B

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 010280.KQLocal privado en este navegador · Itcenentec Co.,Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$88.2B

P/E

3.8x

↓

EV/EBITDA

1.2x

↓

ROE

23.2%

↑

Gross Margin

13.5%

↓

Debt/Equity

0.44

↑
52-Week Range$6770
$3765$8000

TradingView lightweight chart

010280.KQ price, volumen y niveles de valoración

Último $6,770Periodo -48.8%
Fair value: $6,770

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+20.7%

FCF CAGR

-62.1%

FCF margin

0.5%

FCF / Net income

0.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $572.03B · net income $23.02B · FCF $2.91B

2022-FY → 2025-FY

Gross margin

13.5%-0.1% pts

Operating margin

3.6%+0.4% pts

Net margin

4.0%+0.3% pts

FCF margin

0.5%-16.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$572.03B$572.03B$441.78B$392.45B$325.21B
Net Income$23.02B$23.02B$11.66B$5.43B$12.02B
EBITDA$39.51B$39.51B$18.54B$14.01B$16.09B
EPS1770.001770.00895.00420.00940.00
Gross Margin13.5%13.5%12.9%12.9%13.7%
Operating Margin3.6%3.6%2.1%2.7%3.2%
Net Margin4.0%4.0%2.6%1.4%3.7%
Balance Sheet
Debt/Equity0.440.440.500.270.21
Current Ratio1.091.09———
Cash Flow
Free Cash Flow$2.91B$2.91B$-25.61B$-19.78B$53.55B
Returns
ROE23.2%23.2%15.3%8.5%21.1%
Valuation
P/E3.823.823.5910.584.38
EV/EBITDA1.201.200.650.90-1.07
P/B0.890.890.550.900.92
Growth & Yield
Revenue Growth29.5%29.5%12.6%20.7%—
EPS Growth97.8%97.8%113.1%-55.3%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-30.2%

fácil

EPS terminal req.

$600.72

Spread vs growth

128.0%

5Y implied EPS CAGR

-16.3%

fácil

EPS terminal req.

$726.88

Spread vs growth

114.1%

10Y implied EPS CAGR

-4.0%

fácil

EPS terminal req.

$1170.64

Spread vs growth

101.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +67.4%

Total return

+67.4%

Start / end P/E

4.5x → 3.8x

EPS bridge

895.00 → 1770.00

Residual

-15.0%

EPS growth+97.8%
Multiple rerating-15.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-15.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.