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033640.KQ$37300.00+1.91%
Fair $37300.00+0.0%

033640.KQ

Nepes Corporation

Technology / Semiconductor Equipment & MaterialsKOSDAQ

$37300.00

+650.00 (+1.91%)

Fairly Valued+0.0%Fair Value $37300.00Fund rank 19/100 · Data gapFallback financials|
SA 41/C
F-Score: 8/9
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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $48.9B · quality 19.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

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: 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 2.78, above the 2.0 threshold
Thesis & Journal · 033640.KQLocal privado en este navegador · Nepes Corporation
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

$860.1B

P/E

51.9x

↑

EV/EBITDA

6.4x

↓

ROE

13.4%

↑

Gross Margin

19.3%

↓

Debt/Equity

2.78

↑
52-Week Range$37300
$7050$39350

TradingView lightweight chart

033640.KQ price, volumen y niveles de valoración

Último $34,600Periodo +335.2%
Fair value: $37,300

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

-3.9%

FCF CAGR

—

FCF margin

9.4%

FCF / Net income

2.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $521.44B · net income $16.58B · FCF $48.92B

2022-FY → 2025-FY

Gross margin

19.3%-1.7% pts

Operating margin

4.6%+5.6% pts

Net margin

3.2%-10.0% pts

FCF margin

9.4%+35.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$521.44B$521.44B$464.33B$468.98B$588.04B
Net Income$16.58B$16.58B$-62.24B$-98.47B$77.58B
EBITDA$173.88B$173.88B$161.35B$178.53B$246.10B
EPS719.00719.00-2737.00-4330.003399.00
Gross Margin19.3%19.3%14.6%14.4%21.1%
Operating Margin4.6%4.6%0.7%2.1%-1.1%
Net Margin3.2%3.2%-13.4%-21.0%13.2%
Balance Sheet
Debt/Equity2.782.783.734.102.24
Current Ratio0.870.87———
Cash Flow
Free Cash Flow$48.92B$48.92B$76.98B$15.22B$-150.90B
Returns
ROE13.4%13.4%-56.5%-66.5%31.2%
Valuation
P/E51.8851.88——4.77
EV/EBITDA6.426.423.125.573.21
P/B6.966.961.423.261.49
Growth & Yield
Revenue Growth12.3%12.3%-1.0%-20.2%—
EPS Growth126.3%126.3%36.8%-227.4%—

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

66.3%

muy exigente

EPS terminal req.

$3309.75

Spread vs growth

59.9%

5Y implied EPS CAGR

41.0%

muy exigente

EPS terminal req.

$4004.80

Spread vs growth

85.3%

10Y implied EPS CAGR

24.5%

exigente

EPS terminal req.

$6449.77

Spread vs growth

101.7%

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 +352.3%

Total return

+352.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-2737.00 → 719.00

Residual

+352.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+352.3%

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.