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012620.KQ$6900.00+1.02%
Fair $6900.00+0.0%

012620.KQ

012620.KQ

Basic Materials / SteelKOSDAQ

$6900.00

+70.00 (+1.02%)

Fairly Valued+0.0%Fair Value $6900.00Fund rank 26/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9
Margin CompressionLow Profitability

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 $8.8B · quality 42.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

42/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years ROE is 4.9%, below the 5% threshold
Thesis & Journal · 012620.KQLocal privado en este navegador · 012620.KQ
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

$0

P/E

3.7x

↓

EV/EBITDA

6.5x

↓

ROE

4.9%

↑

Gross Margin

7.2%

↓

Debt/Equity

0.51

↑
52-Week Range$6900
$6700$9850

TradingView lightweight chart

012620.KQ price, volumen y niveles de valoración

Último $6,900Periodo +162.4%
Fair value: $6,900

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

+1.1%

FCF CAGR

—

FCF margin

-3.2%

FCF / Net income

-1.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $398.12B · net income $8.21B · FCF $-12.80B

2022-FY → 2025-FY

Gross margin

7.2%-0.8% pts

Operating margin

3.1%-1.3% pts

Net margin

2.1%-0.7% pts

FCF margin

-3.2%-0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$398.12B$398.12B$379.30B$379.99B$385.10B
Net Income$8.21B$8.21B$6.65B$8.00B$10.60B
EBITDA$16.41B$16.41B$15.14B$17.02B$20.37B
EPS1866.001866.001512.001818.002410.00
Gross Margin7.2%7.2%7.0%7.5%8.0%
Operating Margin3.1%3.1%3.2%3.5%4.4%
Net Margin2.1%2.1%1.8%2.1%2.8%
Balance Sheet
Debt/Equity0.510.510.440.530.61
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$-12.80B$-12.80B$13.61B$8.76B$-8.82B
Returns
ROE4.9%4.9%4.2%5.2%7.2%
Valuation
P/E3.703.704.794.893.83
EV/EBITDA6.536.536.126.816.06
P/B0.180.180.200.250.27
Growth & Yield
Revenue Growth5.0%5.0%-0.2%-1.3%—
EPS Growth23.4%23.4%-16.8%-24.6%—
Dividend Yield4.0%4.0%———

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

-31.0%

fácil

EPS terminal req.

$612.26

Spread vs growth

54.4%

5Y implied EPS CAGR

-16.9%

fácil

EPS terminal req.

$740.83

Spread vs growth

40.3%

10Y implied EPS CAGR

-4.4%

fácil

EPS terminal req.

$1193.12

Spread vs growth

27.8%

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 -1.1%

Total return

-1.1%

Start / end P/E

4.8x → 3.7x

EPS bridge

1512.00 → 1866.00

Residual

-5.4%

EPS growth+23.4%
Multiple rerating-23.1%
Dividend+4.0%
Residual / FX / buybacks / cross-term-5.4%

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.