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011560.KQ$20800.00-0.95%
Fair $20800.00+0.0%

011560.KQ

Sebo Manufacturing, Engineering & Construction Corp.

Industrials / Engineering & ConstructionKOSDAQ

$20800.00

-200.00 (-0.95%)

Fairly Valued+0.0%Fair Value $20800.00Fund rank 32/100 · Data gapFallback financials|
SA 62/B
F-Score: 6/9
Declining Revenue

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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $58.7B · quality 62.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

62/100

B

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: 1unknown: 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. Revenue has declined for 3 consecutive years
Thesis & Journal · 011560.KQLocal privado en este navegador · Sebo Manufacturing, Engineering & Construction Corp.
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

$213.5B

P/E

5.8x

↓

EV/EBITDA

2.1x

↓

ROE

13.1%

↑

Gross Margin

6.9%

↓

Debt/Equity

0.04

↓
52-Week Range$20800
$9850$26850

TradingView lightweight chart

011560.KQ price, volumen y niveles de valoración

Último $20,800Periodo +1256.5%
Fair value: $20,800

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

-11.5%

FCF CAGR

—

FCF margin

8.2%

FCF / Net income

1.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $715.79B · net income $35.56B · FCF $58.73B

2022-FY → 2025-FY

Gross margin

6.9%+1.5% pts

Operating margin

5.6%+2.4% pts

Net margin

5.0%+2.7% pts

FCF margin

8.2%+10.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$715.79B$715.79B$788.79B$880.44B$1031.97B
Net Income$35.56B$35.56B$28.08B$37.11B$23.62B
EBITDA$53.68B$53.68B$42.45B$55.54B$36.83B
EPS3612.003612.002822.003710.002361.00
Gross Margin6.9%6.9%6.0%7.2%5.4%
Operating Margin5.6%5.6%3.6%5.3%3.2%
Net Margin5.0%5.0%3.6%4.2%2.3%
Balance Sheet
Debt/Equity0.040.040.020.160.30
Current Ratio2.262.26———
Cash Flow
Free Cash Flow$58.73B$58.73B$96.90B$54.69B$-23.86B
Returns
ROE13.1%13.1%11.6%17.1%12.9%
Valuation
P/E5.765.763.602.293.24
EV/EBITDA2.052.051.041.573.39
P/B0.750.750.420.390.42
Growth & Yield
Revenue Growth-9.3%-9.3%-10.4%-14.7%—
EPS Growth28.0%28.0%-23.9%57.1%—
Dividend Yield2.9%2.9%———

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

-20.1%

fácil

EPS terminal req.

$1845.65

Spread vs growth

48.0%

5Y implied EPS CAGR

-9.2%

fácil

EPS terminal req.

$2233.24

Spread vs growth

37.2%

10Y implied EPS CAGR

-0.0%

fácil

EPS terminal req.

$3596.66

Spread vs growth

28.0%

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 +110.4%

Total return

+110.4%

Start / end P/E

3.6x → 5.8x

EPS bridge

2822.00 → 3612.00

Residual

+17.4%

EPS growth+28.0%
Multiple rerating+62.2%
Dividend+2.9%
Residual / FX / buybacks / cross-term+17.4%

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.