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029460.KS$29700.00-5.41%
Fair $29700.00+0.0%

029460.KS

KC Co., Ltd.

Technology / Semiconductor Equipment & MaterialsKSE

$29700.00

-1700.00 (-5.41%)

Fairly Valued+0.0%Fair Value $29700.00Fund rank 27/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9

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 $358.4M · quality 46.3/100

Data gap 27/100
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

52/100

C

Piotroski

5/9

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 · 029460.KSLocal privado en este navegador · KC 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

$330.2B

P/E

7.5x

↓

EV/EBITDA

3.5x

↓

ROE

5.2%

↑

Gross Margin

17.1%

↓

Debt/Equity

0.05

↓
52-Week Range$29700
$20800$43000

TradingView lightweight chart

029460.KS price, volumen y niveles de valoración

Último $29,700Periodo +240.7%
Fair value: $29,700

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

-82.4%

FCF margin

0.0%

FCF / Net income

0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $797.34B · net income $43.87B · FCF $358.4M

2022-FY → 2025-FY

Gross margin

17.1%-2.6% pts

Operating margin

5.8%-6.0% pts

Net margin

5.5%-6.1% pts

FCF margin

0.0%-7.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$797.34B$797.34B$738.49B$727.02B$857.97B
Net Income$43.87B$43.87B$46.48B$47.54B$99.53B
EBITDA$89.38B$89.38B$81.52B$104.74B$141.46B
EPS3946.003946.003902.003907.008092.00
Gross Margin17.1%17.1%14.8%19.5%19.7%
Operating Margin5.8%5.8%3.8%9.1%11.8%
Net Margin5.5%5.5%6.3%6.5%11.6%
Balance Sheet
Debt/Equity0.050.050.040.040.03
Current Ratio3.183.18———
Cash Flow
Free Cash Flow$358.4M$358.4M$-777.5M$13.44B$65.79B
Returns
ROE5.2%5.2%6.1%6.2%14.1%
Valuation
P/E7.537.534.314.942.19
EV/EBITDA3.533.531.371.621.14
P/B0.390.390.260.310.31
Growth & Yield
Revenue Growth8.0%8.0%1.6%-15.3%—
EPS Growth1.1%1.1%-0.1%-51.7%—
Dividend Yield1.4%1.4%———

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

-12.6%

fácil

EPS terminal req.

$2635.38

Spread vs growth

13.7%

5Y implied EPS CAGR

-4.2%

fácil

EPS terminal req.

$3188.81

Spread vs growth

5.3%

10Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$5135.61

Spread vs growth

-1.5%

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 +40.2%

Total return

+40.2%

Start / end P/E

5.5x → 7.5x

EPS bridge

3902.00 → 3946.00

Residual

+0.4%

EPS growth+1.1%
Multiple rerating+37.2%
Dividend+1.4%
Residual / FX / buybacks / cross-term+0.4%

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.