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014915.KS$4500.00-5.66%
Fair $4500.00+0.0%

014915.KS

Sungmoon Electronics Co., Ltd.

Technology / Electronic ComponentsKSE

$4500.00

-270.00 (-5.66%)

Fairly Valued+0.0%Fair Value $4500.00Fund rank 25/100 · Data gapFallback financials|
SA 24/D
F-Score: 4/9
Low 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 18%

FCF escenarios

weak_data · normalized FCF $-7.5B · quality 46.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

24/100

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: 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. ROE is 4.6%, below the 5% threshold
Thesis & Journal · 014915.KSLocal privado en este navegador · Sungmoon 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

$96.1B

P/E

46.9x

↑

EV/EBITDA

25.3x

↑

ROE

4.6%

↓

Gross Margin

17.2%

↓

Debt/Equity

0.67

↑
52-Week Range$4500
$3305$7830

TradingView lightweight chart

014915.KS price, volumen y niveles de valoración

Último $4,500Periodo +279.7%
Fair value: $4,500

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

+2.4%

FCF CAGR

—

FCF margin

-0.7%

FCF / Net income

-0.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $53.68B · net income $2.00B · FCF $-356.7M

2022-FY → 2025-FY

Gross margin

17.2%-0.6% pts

Operating margin

3.1%-1.8% pts

Net margin

3.7%-0.4% pts

FCF margin

-0.7%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$53.68B$53.68B$48.06B$45.06B$49.97B
Net Income$2.00B$2.00B$2.71B$-1.65B$2.04B
EBITDA$4.68B$4.68B$4.79B$1.31B$6.16B
EPS96.0096.00130.00-83.0093.00
Gross Margin17.2%17.2%17.7%14.5%17.8%
Operating Margin3.1%3.1%2.3%1.1%4.9%
Net Margin3.7%3.7%5.6%-3.7%4.1%
Balance Sheet
Debt/Equity0.670.670.630.490.48
Current Ratio0.910.91———
Cash Flow
Free Cash Flow$-356.7M$-356.7M$-7.52B$-10.68B$-1.37B
Returns
ROE4.6%4.6%6.6%-4.5%6.4%
Valuation
P/E46.8846.8835.00—85.91
EV/EBITDA25.3225.3224.37125.9229.78
P/B2.152.152.314.205.52
Growth & Yield
Revenue Growth11.7%11.7%6.7%-9.8%—
EPS Growth-26.2%-26.2%256.6%-189.2%—
Dividend Yield0.2%0.2%———

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

60.8%

muy exigente

EPS terminal req.

$399.30

Spread vs growth

-87.0%

5Y implied EPS CAGR

38.2%

muy exigente

EPS terminal req.

$483.15

Spread vs growth

-64.3%

10Y implied EPS CAGR

23.3%

exigente

EPS terminal req.

$778.12

Spread vs growth

-49.4%

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 -1.3%

Total return

-1.3%

Start / end P/E

35.2x → 46.9x

EPS bridge

130.00 → 96.00

Residual

-8.7%

EPS growth-26.2%
Multiple rerating+33.3%
Dividend+0.2%
Residual / FX / buybacks / cross-term-8.7%

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.