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013990.KQ$4850.00+1.46%
Fair $4850.00+0.0%

013990.KQ

Agabang&Company

Consumer Cyclical / Apparel ManufacturingKOSDAQ

$4850.00

+70.00 (+1.46%)

Fairly Valued+0.0%Fair Value $4850.00Fund rank 34/100 · Data gapFallback financials|
SA 54/C
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $8.2B · quality 68.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

54/100

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: 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 · 013990.KQLocal privado en este navegador · Agabang&Company
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

$124.5B

P/E

11.6x

↓

EV/EBITDA

4.6x

↓

ROE

6.5%

↑

Gross Margin

62.4%

↑

Debt/Equity

0.04

↓
52-Week Range$4850
$4150$6530

TradingView lightweight chart

013990.KQ price, volumen y niveles de valoración

Último $4,850Periodo +66.7%
Fair value: $4,850

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

+2.7%

FCF CAGR

+31.7%

FCF margin

4.4%

FCF / Net income

0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $189.08B · net income $11.55B · FCF $8.22B

2022-FY → 2025-FY

Gross margin

62.4%+1.5% pts

Operating margin

7.4%-0.9% pts

Net margin

6.1%+0.2% pts

FCF margin

4.4%+2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$189.08B$189.08B$182.74B$186.41B$174.32B
Net Income$11.55B$11.55B$11.16B$13.37B$10.39B
EBITDA$22.15B$22.15B$20.88B$22.22B$19.43B
EPS417.00417.00367.00410.00316.00
Gross Margin62.4%62.4%63.7%62.1%60.8%
Operating Margin7.4%7.4%8.3%8.9%8.3%
Net Margin6.1%6.1%6.1%7.2%6.0%
Balance Sheet
Debt/Equity0.040.040.030.010.02
Current Ratio2.842.84———
Cash Flow
Free Cash Flow$8.22B$8.22B$8.21B$18.07B$3.60B
Returns
ROE6.5%6.5%6.7%7.9%6.4%
Valuation
P/E11.6311.6315.0714.0510.95
EV/EBITDA4.624.626.716.984.26
P/B0.750.751.011.110.70
Growth & Yield
Revenue Growth3.5%3.5%-2.0%6.9%—
EPS Growth13.6%13.6%-10.5%29.7%—

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

1.1%

fácil

EPS terminal req.

$430.36

Spread vs growth

12.6%

5Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$520.73

Spread vs growth

9.1%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$838.64

Spread vs growth

6.4%

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 -18.9%

Total return

-18.9%

Start / end P/E

16.3x → 11.6x

EPS bridge

367.00 → 417.00

Residual

-3.9%

EPS growth+13.6%
Multiple rerating-28.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.9%

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.