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023590.KS$39000.00-0.76%
Fair $39000.00+0.0%

023590.KS

Daou Technology Inc.

Technology / Information Technology ServicesKSE

$39000.00

-300.00 (-0.76%)

Fairly Valued+0.0%Fair Value $39000.00Fund rank 19/100 · Data gapFallback financials|
SA 41/C
F-Score: 3/9
High Debt

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 14%

FCF escenarios

weak_data · normalized FCF $-5.0T · quality 38.3/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

41/100

C

Piotroski

3/9

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. Debt-to-Equity ratio is 10.44, above the 2.0 threshold
Thesis & Journal · 023590.KSLocal privado en este navegador · Daou Technology 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

$1.68T

P/E

3.3x

↓

EV/EBITDA

20.2x

↑

ROE

14.7%

↑

Gross Margin

14.2%

↓

Debt/Equity

10.44

↑
52-Week Range$39000
$23100$62300

TradingView lightweight chart

023590.KS price, volumen y niveles de valoración

Último $39,000Periodo -3.7%
Fair value: $39,000

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

+23.8%

FCF CAGR

—

FCF margin

-38.1%

FCF / Net income

-13.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.50T · net income $505.18B · FCF $-6.67T

2022-FY → 2025-FY

Gross margin

14.2%+0.0% pts

Operating margin

8.9%+1.1% pts

Net margin

2.9%-1.2% pts

FCF margin

-38.1%-15.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$17495.00B$17495.00B$11625.80B$9855.14B$9210.61B
Net Income$505.18B$505.18B$355.84B$225.98B$372.56B
EBITDA$1734.54B$1734.54B$1245.57B$733.05B$803.45B
EPS11707.0011707.008246.005167.008515.00
Gross Margin14.2%14.2%16.6%12.5%14.2%
Operating Margin8.9%8.9%10.1%6.5%7.8%
Net Margin2.9%2.9%3.1%2.3%4.0%
Balance Sheet
Debt/Equity10.4410.448.858.110.17
Current Ratio0.990.99———
Cash Flow
Free Cash Flow$-6665.29B$-6665.29B$-4975.40B$-2154.36B$-2105.47B
Returns
ROE14.7%14.7%12.3%9.0%16.1%
Valuation
P/E3.333.332.153.452.24
EV/EBITDA20.2120.2119.5126.421.23
P/B0.490.490.270.310.36
Growth & Yield
Revenue Growth50.5%50.5%18.0%7.0%—
EPS Growth42.0%42.0%59.6%-39.3%—
Dividend Yield4.6%4.6%———

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

-33.4%

fácil

EPS terminal req.

$3460.60

Spread vs growth

75.4%

5Y implied EPS CAGR

-18.6%

fácil

EPS terminal req.

$4187.33

Spread vs growth

60.6%

10Y implied EPS CAGR

-5.4%

fácil

EPS terminal req.

$6743.73

Spread vs growth

47.3%

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 +70.5%

Total return

+70.5%

Start / end P/E

2.8x → 3.3x

EPS bridge

8246.00 → 11707.00

Residual

+7.1%

EPS growth+42.0%
Multiple rerating+16.9%
Dividend+4.6%
Residual / FX / buybacks / cross-term+7.1%

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.