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012860.KQ$3630.00-7.16%
Fair $3630.00+0.0%

012860.KQ

Mobase Electronics Co.,Ltd.

Consumer Cyclical / Auto PartsKOSDAQ

$3630.00

-280.00 (-7.16%)

Fairly Valued+0.0%Fair Value $3630.00Fund rank 23/100 · Data gapFallback financials|
SA 47/C
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 16%

FCF escenarios

weak_data · normalized FCF $-24.1B · quality 33.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

47/100

C

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 · 012860.KQLocal privado en este navegador · Mobase Electronics 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

$263.8B

P/E

13.2x

↓

EV/EBITDA

6.9x

↓

ROE

8.2%

↑

Gross Margin

10.7%

↓

Debt/Equity

0.91

↑
52-Week Range$3630
$1262$7070

TradingView lightweight chart

012860.KQ price, volumen y niveles de valoración

Último $3,630Periodo +303.9%
Fair value: $3,630

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

+4.2%

FCF CAGR

+28.1%

FCF margin

1.9%

FCF / Net income

0.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.04T · net income $19.92B · FCF $19.77B

2022-FY → 2025-FY

Gross margin

10.7%-1.4% pts

Operating margin

3.5%-1.2% pts

Net margin

1.9%+1.0% pts

FCF margin

1.9%+0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1044.09B$1044.09B$971.55B$939.35B$922.21B
Net Income$19.92B$19.92B$15.82B$9.27B$8.02B
EBITDA$69.49B$69.49B$72.30B$54.37B$58.97B
EPS274.00274.00218.00128.00114.00
Gross Margin10.7%10.7%11.5%10.7%12.0%
Operating Margin3.5%3.5%3.5%3.0%4.8%
Net Margin1.9%1.9%1.6%1.0%0.9%
Balance Sheet
Debt/Equity0.910.911.091.121.10
Current Ratio0.980.98———
Cash Flow
Free Cash Flow$19.77B$19.77B$-24.08B$-32.09B$9.39B
Returns
ROE8.2%8.2%7.2%4.5%4.3%
Valuation
P/E13.2513.256.4715.9011.40
EV/EBITDA6.926.924.706.814.92
P/B1.091.090.460.720.49
Growth & Yield
Revenue Growth7.5%7.5%3.4%1.9%—
EPS Growth25.7%25.7%70.3%12.3%—
Dividend Yield1.1%1.1%———

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

5.5%

razonable

EPS terminal req.

$322.10

Spread vs growth

20.1%

5Y implied EPS CAGR

7.3%

razonable

EPS terminal req.

$389.74

Spread vs growth

18.4%

10Y implied EPS CAGR

8.6%

razonable

EPS terminal req.

$627.69

Spread vs growth

17.0%

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 +147.4%

Total return

+147.4%

Start / end P/E

6.8x → 13.2x

EPS bridge

218.00 → 274.00

Residual

+24.6%

EPS growth+25.7%
Multiple rerating+95.9%
Dividend+1.1%
Residual / FX / buybacks / cross-term+24.6%

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.