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015360.KS$14650.00-0.95%
Fair $14650.00+0.0%

015360.KS

INVENI Co., Ltd.

Utilities / Utilities - Regulated GasKSE

$14650.00

-140.00 (-0.95%)

Fairly Valued+0.0%Fair Value $14650.00Fund rank 26/100 · Data gapFallback financials|
SA 46/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-100.6B · quality 43.3/100

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

46/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 015360.KSLocal privado en este navegador · INVENI 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

$325.2B

P/E

3.8x

↓

EV/EBITDA

4.3x

↓

ROE

13.4%

↑

Gross Margin

19.3%

↓

Debt/Equity

0.53

↓
52-Week Range$14650
$10060$18190

TradingView lightweight chart

015360.KS price, volumen y niveles de valoración

Último $14,650Periodo +247.2%
Fair value: $14,650

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

-3.3%

FCF CAGR

—

FCF margin

-7.6%

FCF / Net income

-1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.33T · net income $86.72B · FCF $-100.60B

2022-FY → 2025-FY

Gross margin

19.3%+9.3% pts

Operating margin

8.4%+8.3% pts

Net margin

6.5%+7.2% pts

FCF margin

-7.6%-6.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1327.60B$1327.60B$1160.35B$1142.13B$1470.17B
Net Income$86.72B$86.72B$29.04B$23.64B$-9.96B
EBITDA$147.96B$147.96B$58.24B$53.15B$40.37B
EPS3836.603836.601357.801108.20-467.20
Gross Margin19.3%19.3%14.0%12.8%10.0%
Operating Margin8.4%8.4%2.1%1.1%0.1%
Net Margin6.5%6.5%2.5%2.1%-0.7%
Balance Sheet
Debt/Equity0.530.530.420.550.77
Current Ratio0.840.84———
Cash Flow
Free Cash Flow$-100.60B$-100.60B$-111.38B$114.12B$-16.79B
Returns
ROE13.4%13.4%6.1%5.1%-2.1%
Valuation
P/E3.823.827.295.98—
EV/EBITDA4.314.316.596.1410.07
P/B0.510.510.440.300.27
Growth & Yield
Revenue Growth14.4%14.4%1.6%-22.3%—
EPS Growth182.6%182.6%22.5%337.2%—
Dividend Yield7.3%7.3%———

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

-30.3%

fácil

EPS terminal req.

$1299.94

Spread vs growth

212.8%

5Y implied EPS CAGR

-16.3%

fácil

EPS terminal req.

$1572.93

Spread vs growth

198.9%

10Y implied EPS CAGR

-4.1%

fácil

EPS terminal req.

$2533.22

Spread vs growth

186.6%

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 +50.6%

Total return

+50.6%

Start / end P/E

7.5x → 3.8x

EPS bridge

1357.80 → 3836.60

Residual

-89.9%

EPS growth+182.6%
Multiple rerating-49.3%
Dividend+7.3%
Residual / FX / buybacks / cross-term-89.9%

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.