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034830.KS$1159.00-3.42%
Fair $1159.00+0.0%

034830.KS

KOREIT

Real Estate / REIT - DiversifiedKSE

$1159.00

-41.00 (-3.42%)

Fairly Valued+0.0%Fair Value $1159.00Fund rank 23/100 · Data gapFallback financials|
SA 27/D
F-Score: 4/9
Declining RevenueLow Profitability

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 2.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 1/100Data 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

27/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Revenue has declined for 2 consecutive years ROE is 2.0%, below the 5% threshold
Thesis & Journal · 034830.KSLocal privado en este navegador · KOREIT
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

$249.7B

P/E

N/A

•

EV/EBITDA

20.2x

↑

ROE

2.0%

↓

Gross Margin

73.9%

↑

Debt/Equity

0.68

↓
52-Week Range$1159
$1091$1878

TradingView lightweight chart

034830.KS price, volumen y niveles de valoración

Último $1,159Periodo -30.0%
Fair value: $1,159

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

-4.7%

FCF CAGR

—

FCF margin

-67.9%

FCF / Net income

-5.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $184.36B · net income $20.97B · FCF $-125.17B

2022-FY → 2025-FY

Gross margin

73.9%-10.2% pts

Operating margin

-11.3%-36.4% pts

Net margin

11.4%+0.1% pts

FCF margin

-67.9%-95.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$184.36B$184.36B$236.34B$270.09B$212.86B
Net Income$20.97B$20.97B$-16.46B$-8.44B$24.10B
EBITDA$41.98B$41.98B$-16.72B$41.87B$41.14B
EPS——-76.00-38.00106.00
Gross Margin73.9%73.9%72.2%67.6%84.0%
Operating Margin-11.3%-11.3%14.4%11.6%25.1%
Net Margin11.4%11.4%-7.0%-3.1%11.3%
Balance Sheet
Debt/Equity0.680.680.690.680.49
Current Ratio9.619.61———
Cash Flow
Free Cash Flow$-125.17B$-125.17B$176.08B$-346.70B$59.07B
Returns
ROE2.0%2.0%-1.7%-0.8%2.4%
Valuation
P/E————12.69
EV/EBITDA20.1920.19—18.4912.95
P/B0.240.240.230.250.30
Growth & Yield
Revenue Growth-22.0%-22.0%-12.5%26.9%—
EPS Growth——-100.0%-135.8%—
Dividend Yield5.8%5.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +11.8%

Total return

+11.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-76.00 → n/d

Residual

+5.9%

EPS growthn/d
Multiple reratingn/d
Dividend+5.8%
Residual / FX / buybacks / cross-term+5.9%

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.