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010820.KS$8060.00-4.93%
Fair $8060.00+0.0%

010820.KS

FIRSTEC Co., Ltd

Industrials / Aerospace & DefenseKSE

$8060.00

-460.00 (-4.93%)

Fairly Valued+0.0%Fair Value $8060.00Fund rank 31/100 · Data gapFallback financials|
SA 57/C
F-Score: 6/9

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 20%

FCF escenarios

weak_data · normalized FCF $21.4B · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

57/100

C

Piotroski

6/9

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 · 010820.KSLocal privado en este navegador · FIRSTEC 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

$391.7B

P/E

26.6x

↑

EV/EBITDA

17.1x

↑

ROE

17.9%

↑

Gross Margin

7.7%

↓

Debt/Equity

0.01

↓
52-Week Range$8060
$3565$18730

TradingView lightweight chart

010820.KS price, volumen y niveles de valoración

Último $8,870Periodo +58.3%
Fair value: $8,060

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

+22.6%

FCF CAGR

—

FCF margin

-8.5%

FCF / Net income

-1.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $294.84B · net income $14.73B · FCF $-25.05B

2022-FY → 2025-FY

Gross margin

7.7%+1.4% pts

Operating margin

3.6%+1.7% pts

Net margin

5.0%+3.9% pts

FCF margin

-8.5%+0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$294.84B$294.84B$207.27B$173.10B$160.15B
Net Income$14.73B$14.73B$10.92B$4.62B$1.79B
EBITDA$20.01B$20.01B$9.70B$4.68B$6.27B
EPS303.00303.00225.0096.0037.00
Gross Margin7.7%7.7%6.5%6.6%6.3%
Operating Margin3.6%3.6%2.1%1.4%1.9%
Net Margin5.0%5.0%5.3%2.7%1.1%
Balance Sheet
Debt/Equity0.010.010.010.110.21
Current Ratio0.960.96———
Cash Flow
Free Cash Flow$-25.05B$-25.05B$68.96B$21.35B$-13.92B
Returns
ROE17.9%17.9%17.1%7.4%3.2%
Valuation
P/E26.6026.6013.6735.1688.92
EV/EBITDA17.1017.105.7333.3124.50
P/B4.754.752.342.612.82
Growth & Yield
Revenue Growth42.2%42.2%19.7%8.1%—
EPS Growth34.7%34.7%134.4%159.5%—

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

33.1%

muy exigente

EPS terminal req.

$715.19

Spread vs growth

1.5%

5Y implied EPS CAGR

23.4%

exigente

EPS terminal req.

$865.38

Spread vs growth

11.3%

10Y implied EPS CAGR

16.5%

exigente

EPS terminal req.

$1393.70

Spread vs growth

18.2%

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 +147.8%

Total return

+147.8%

Start / end P/E

15.9x → 29.3x

EPS bridge

225.00 → 303.00

Residual

+29.1%

EPS growth+34.7%
Multiple rerating+84.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term+29.1%

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.