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024950.KQ$3875.00+3.75%
Fair $3875.00+0.0%

024950.KQ

Samchuly Bicycle Co., Ltd

Consumer Cyclical / LeisureKOSDAQ

$3875.00

+140.00 (+3.75%)

Fairly Valued+0.0%Fair Value $3875.00Fund rank 26/100 · Data gapFallback financials|
SA 49/C
F-Score: 8/9

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 $13.9B · quality 43.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

49/100

C

Piotroski

8/9

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 · 024950.KQLocal privado en este navegador · Samchuly Bicycle 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

$43.7B

P/E

7.4x

↓

EV/EBITDA

2.0x

↓

ROE

6.0%

↑

Gross Margin

53.5%

↑

Debt/Equity

0.39

↓
52-Week Range$3875
$3600$7450

TradingView lightweight chart

024950.KQ price, volumen y niveles de valoración

Último $3,875Periodo +24.8%
Fair value: $3,875

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

+15.8%

FCF CAGR

—

FCF margin

17.3%

FCF / Net income

5.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $175.56B · net income $5.87B · FCF $30.45B

2022-FY → 2025-FY

Gross margin

53.5%+29.0% pts

Operating margin

7.1%+4.9% pts

Net margin

3.3%+7.8% pts

FCF margin

17.3%+23.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$175.56B$175.56B$161.17B$106.78B$113.10B
Net Income$5.87B$5.87B$-99.1M$5.10B$-5.04B
EBITDA$21.23B$21.23B$9.98B$7.54B$-2.08B
EPS526.00526.00-9.00430.00-416.00
Gross Margin53.5%53.5%52.5%34.0%24.5%
Operating Margin7.1%7.1%1.9%-5.9%2.2%
Net Margin3.3%3.3%-0.1%4.8%-4.5%
Balance Sheet
Debt/Equity0.390.390.410.440.40
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$30.45B$30.45B$13.86B$-4.21B$-6.45B
Returns
ROE6.0%6.0%-0.1%5.5%-5.4%
Valuation
P/E7.377.37—15.47—
EV/EBITDA2.032.034.7814.51—
P/B0.440.440.520.851.00
Growth & Yield
Revenue Growth8.9%8.9%50.9%-5.6%—
EPS Growth5944.4%5944.4%-102.1%203.4%—
Dividend Yield2.7%2.7%———

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

-13.2%

fácil

EPS terminal req.

$343.84

Spread vs growth

5957.7%

5Y implied EPS CAGR

-4.6%

fácil

EPS terminal req.

$416.05

Spread vs growth

5949.0%

10Y implied EPS CAGR

2.5%

fácil

EPS terminal req.

$670.05

Spread vs growth

5942.0%

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 -7.0%

Total return

-7.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-9.00 → 526.00

Residual

-9.7%

EPS growthn/d
Multiple reratingn/d
Dividend+2.7%
Residual / FX / buybacks / cross-term-9.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.