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035460.KQ$2945.00-5.61%
Fair $2945.00+0.0%

035460.KQ

Kisan Telecom Co., Ltd

Technology / Communication EquipmentKOSDAQ

$2945.00

-175.00 (-5.61%)

Fairly Valued+0.0%Fair Value $2945.00Fund rank 23/100 · Data gapFallback financials|
SA 55/C
F-Score: 3/9

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 17%

FCF escenarios

weak_data · normalized FCF $-1.8B · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

3/9

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 · 035460.KQLocal privado en este navegador · Kisan Telecom 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

$42.9B

P/E

10.2x

↓

EV/EBITDA

6.6x

↓

ROE

7.8%

↑

Gross Margin

22.5%

↓

Debt/Equity

0.65

↑
52-Week Range$2945
$1683$7230

TradingView lightweight chart

035460.KQ price, volumen y niveles de valoración

Último $2,945Periodo -49.7%
Fair value: $2,945

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

+13.6%

FCF CAGR

—

FCF margin

-14.2%

FCF / Net income

-3.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $99.47B · net income $4.23B · FCF $-14.13B

2022-FY → 2025-FY

Gross margin

22.5%+1.9% pts

Operating margin

8.1%+1.3% pts

Net margin

4.3%-0.2% pts

FCF margin

-14.2%-7.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$99.47B$99.47B$93.08B$73.88B$67.80B
Net Income$4.23B$4.23B$7.01B$3.26B$3.03B
EBITDA$9.79B$9.79B$8.46B$6.13B$5.01B
EPS290.00290.00481.00223.00209.00
Gross Margin22.5%22.5%18.3%20.2%20.6%
Operating Margin8.1%8.1%5.3%6.0%6.8%
Net Margin4.3%4.3%7.5%4.4%4.5%
Balance Sheet
Debt/Equity0.650.650.740.700.55
Current Ratio1.951.95———
Cash Flow
Free Cash Flow$-14.13B$-14.13B$6.39B$-1.76B$-4.54B
Returns
ROE7.8%7.8%15.0%8.4%8.5%
Valuation
P/E10.1610.163.6611.6614.23
EV/EBITDA6.576.575.318.9410.99
P/B0.790.790.550.981.22
Growth & Yield
Revenue Growth6.9%6.9%26.0%9.0%—
EPS Growth-39.7%-39.7%115.7%6.7%—

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

-3.4%

fácil

EPS terminal req.

$261.32

Spread vs growth

-36.3%

5Y implied EPS CAGR

1.7%

fácil

EPS terminal req.

$316.20

Spread vs growth

-41.5%

10Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$509.24

Spread vs growth

-45.5%

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 +37.9%

Total return

+37.9%

Start / end P/E

4.4x → 10.2x

EPS bridge

481.00 → 290.00

Residual

-51.1%

EPS growth-39.7%
Multiple rerating+128.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-51.1%

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.