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012700.KQ$2900.00+0.35%
Fair $2900.00+0.0%

012700.KQ

The LEADCORP, Inc.

Energy / Oil & Gas Refining & MarketingKOSDAQ

$2900.00

+10.00 (+0.35%)

Fairly Valued+0.0%Fair Value $2900.00Fund rank 26/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9
Declining RevenueLow 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 16%

FCF escenarios

weak_data · normalized FCF $12.9B · quality 37.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

31/100

D

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. Revenue has declined for 3 consecutive years ROE is 3.1%, below the 5% threshold
Thesis & Journal · 012700.KQLocal privado en este navegador · The LEADCORP, Inc.
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

$74.2B

P/E

5.6x

↓

EV/EBITDA

26.1x

↑

ROE

3.1%

↓

Gross Margin

17.7%

↓

Debt/Equity

1.42

↑
52-Week Range$2900
$2850$6640

TradingView lightweight chart

012700.KQ price, volumen y niveles de valoración

Último $2,900Periodo -81.6%
Fair value: $2,900

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

-15.2%

FCF CAGR

—

FCF margin

-13.3%

FCF / Net income

-3.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $387.71B · net income $13.35B · FCF $-51.69B

2022-FY → 2025-FY

Gross margin

17.7%+0.8% pts

Operating margin

2.4%-6.0% pts

Net margin

3.4%-1.6% pts

FCF margin

-13.3%-36.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$387.71B$387.71B$420.48B$490.57B$635.22B
Net Income$13.35B$13.35B$9.64B$8.97B$31.98B
EBITDA$22.99B$22.99B$22.33B$895.7M$47.84B
EPS522.00522.00377.00351.001471.00
Gross Margin17.7%17.7%15.2%6.8%16.9%
Operating Margin2.4%2.4%5.1%-2.8%8.4%
Net Margin3.4%3.4%2.3%1.8%5.0%
Balance Sheet
Debt/Equity1.421.421.091.110.19
Current Ratio1.611.61———
Cash Flow
Free Cash Flow$-51.69B$-51.69B$12.92B$253.89B$145.65B
Returns
ROE3.1%3.1%2.3%2.1%7.5%
Valuation
P/E5.565.5610.8116.674.97
EV/EBITDA26.0926.0924.29640.514.59
P/B0.170.170.250.360.37
Growth & Yield
Revenue Growth-7.8%-7.8%-14.3%-22.8%—
EPS Growth38.5%38.5%7.4%-76.1%—
Dividend Yield5.2%5.2%———

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

-21.0%

fácil

EPS terminal req.

$257.33

Spread vs growth

59.5%

5Y implied EPS CAGR

-9.8%

fácil

EPS terminal req.

$311.37

Spread vs growth

48.3%

10Y implied EPS CAGR

-0.4%

fácil

EPS terminal req.

$501.46

Spread vs growth

38.9%

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 -41.7%

Total return

-41.7%

Start / end P/E

14.5x → 5.6x

EPS bridge

377.00 → 522.00

Residual

-23.7%

EPS growth+38.5%
Multiple rerating-61.6%
Dividend+5.2%
Residual / FX / buybacks / cross-term-23.7%

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.