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033320.KQ$3435.00-6.40%
Fair $3435.00+0.0%

033320.KQ

JCH Systems, Inc.

Technology / Electronics & Computer DistributionKOSDAQ

$3435.00

-245.00 (-6.40%)

Fairly Valued+0.0%Fair Value $3435.00Fund rank 25/100 · Data gapFallback financials|
SA 55/C
F-Score: 7/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $8.0B · quality 43.7/100

Data gap 25/100
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

55/100

C

Piotroski

7/9

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 · 033320.KQLocal privado en este navegador · JCH Systems, 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

$64.9B

P/E

7.4x

↓

EV/EBITDA

3.0x

↓

ROE

7.5%

↑

Gross Margin

8.2%

↓

Debt/Equity

0.06

↓
52-Week Range$3435
$3555$6300

TradingView lightweight chart

033320.KQ price, volumen y niveles de valoración

Último $3,585Periodo -88.4%
Fair value: $3,435

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

+16.1%

FCF CAGR

—

FCF margin

2.6%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $313.84B · net income $8.73B · FCF $8.03B

2022-FY → 2025-FY

Gross margin

8.2%-0.5% pts

Operating margin

2.5%+3.6% pts

Net margin

2.8%+2.6% pts

FCF margin

2.6%+19.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$313.84B$313.84B$263.90B$211.56B$200.56B
Net Income$8.73B$8.73B$1.86B$-2.70B$286.0M
EBITDA$12.54B$12.54B$4.17B$-509.7M$4.5M
EPS462.00462.0098.00-143.0015.00
Gross Margin8.2%8.2%8.6%9.9%8.8%
Operating Margin2.5%2.5%1.4%-2.6%-1.2%
Net Margin2.8%2.8%0.7%-1.3%0.1%
Balance Sheet
Debt/Equity0.060.060.100.140.23
Current Ratio2.732.73———
Cash Flow
Free Cash Flow$8.03B$8.03B$25.22B$6.97B$-33.08B
Returns
ROE7.5%7.5%1.7%-2.6%0.3%
Valuation
P/E7.417.4157.76—391.33
EV/EBITDA3.013.0122.05—28671.47
P/B0.560.561.000.881.04
Growth & Yield
Revenue Growth18.9%18.9%24.7%5.5%—
EPS Growth371.4%371.4%168.5%-1053.3%—
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

-12.9%

fácil

EPS terminal req.

$304.80

Spread vs growth

384.4%

5Y implied EPS CAGR

-4.4%

fácil

EPS terminal req.

$368.81

Spread vs growth

375.8%

10Y implied EPS CAGR

2.5%

fácil

EPS terminal req.

$593.97

Spread vs growth

368.9%

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 -32.2%

Total return

-32.2%

Start / end P/E

55.1x → 7.8x

EPS bridge

98.00 → 462.00

Residual

-319.1%

EPS growth+371.4%
Multiple rerating-85.9%
Dividend+1.4%
Residual / FX / buybacks / cross-term-319.1%

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.