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033290.KQ$1662.00-1.42%
Fair $1662.00+0.0%

033290.KQ

LOGEN Co., Ltd.

Industrials / Integrated Freight & LogisticsKOSDAQ

$1662.00

-24.00 (-1.42%)

Fairly Valued+0.0%Fair Value $1662.00Fund rank 23/100 · Data gapFallback financials|
SA 32/D
F-Score: 6/9
Margin Compression

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 16%

FCF escenarios

weak_data · normalized FCF $-30.8B · quality 33.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

32/100

D

Piotroski

6/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 033290.KQLocal privado en este navegador · LOGEN 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

$87.2B

P/E

4.2x

↓

EV/EBITDA

6.2x

↓

ROE

5.3%

↓

Gross Margin

9.3%

↓

Debt/Equity

1.05

↑
52-Week Range$1662
$1617$2485

TradingView lightweight chart

033290.KQ price, volumen y niveles de valoración

Último $1,662Periodo -91.9%
Fair value: $1,662

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

-1.2%

FCF CAGR

-12.7%

FCF margin

2.2%

FCF / Net income

0.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $793.17B · net income $21.03B · FCF $17.80B

2022-FY → 2025-FY

Gross margin

9.3%-3.8% pts

Operating margin

2.9%-1.9% pts

Net margin

2.7%-4.8% pts

FCF margin

2.2%-1.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$793.17B$793.17B$808.63B$808.04B$822.02B
Net Income$21.03B$21.03B$17.35B$43.64B$61.63B
EBITDA$73.88B$73.88B$72.11B$78.99B$80.95B
EPS400.00400.00326.00519.001131.54
Gross Margin9.3%9.3%10.3%11.1%13.1%
Operating Margin2.9%2.9%4.1%4.3%4.7%
Net Margin2.7%2.7%2.1%5.4%7.5%
Balance Sheet
Debt/Equity1.051.051.141.140.80
Current Ratio0.640.64———
Cash Flow
Free Cash Flow$17.80B$17.80B$-30.76B$-40.93B$26.76B
Returns
ROE5.3%5.3%5.0%13.1%12.6%
Valuation
P/E4.164.166.6017.406.48
EV/EBITDA6.236.236.5714.448.74
P/B0.220.220.332.390.82
Growth & Yield
Revenue Growth-1.9%-1.9%0.1%-1.7%—
EPS Growth22.7%22.7%-37.2%-54.1%—

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

-28.3%

fácil

EPS terminal req.

$147.47

Spread vs growth

51.0%

5Y implied EPS CAGR

-14.9%

fácil

EPS terminal req.

$178.44

Spread vs growth

37.6%

10Y implied EPS CAGR

-3.3%

fácil

EPS terminal req.

$287.39

Spread vs growth

26.0%

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 -19.5%

Total return

-19.5%

Start / end P/E

6.3x → 4.2x

EPS bridge

326.00 → 400.00

Residual

-7.8%

EPS growth+22.7%
Multiple rerating-34.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.8%

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.