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036200.KQ$10090.00-3.63%
Fair $10090.00+0.0%

036200.KQ

UNISEM Co., Ltd.

Unknown / UnknownKOSDAQ

$10090.00

-380.00 (-3.63%)

Fairly Valued+0.0%Fair Value $10090.00Fund rank 26/100 · Data gapFallback financials|
SA 39/D
F-Score: 2/9
Margin CompressionLow 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-8.6B · quality 44.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

39/100

D

Piotroski

2/9

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. 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 ROE is 3.7%, below the 5% threshold
Thesis & Journal · 036200.KQLocal privado en este navegador · UNISEM 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

$296.8B

P/E

33.1x

↑

EV/EBITDA

20.2x

↑

ROE

3.7%

↑

Gross Margin

10.5%

↓

Debt/Equity

0.02

↓
52-Week Range$10090
$5720$14390

TradingView lightweight chart

036200.KQ price, volumen y niveles de valoración

Último $10,090Periodo +94.0%
Fair value: $10,090

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

+2.6%

FCF CAGR

—

FCF margin

-3.1%

FCF / Net income

-0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $273.33B · net income $8.98B · FCF $-8.57B

2022-FY → 2025-FY

Gross margin

10.5%-9.1% pts

Operating margin

4.1%-7.4% pts

Net margin

3.3%-4.5% pts

FCF margin

-3.1%-8.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$273.33B$273.33B$218.16B$232.11B$253.23B
Net Income$8.98B$8.98B$15.53B$18.23B$19.59B
EBITDA$13.89B$13.89B$21.02B$24.80B$26.34B
EPS305.00305.00528.00620.00666.00
Gross Margin10.5%10.5%11.6%15.7%19.6%
Operating Margin4.1%4.1%4.6%7.5%11.5%
Net Margin3.3%3.3%7.1%7.9%7.7%
Balance Sheet
Debt/Equity0.020.020.020.030.04
Cash Flow
Free Cash Flow$-8.57B$-8.57B$23.60B$-35.13B$12.53B
Returns
ROE3.7%3.7%6.8%8.5%9.8%
Valuation
P/E33.0833.0811.6114.239.13
EV/EBITDA20.2420.247.088.775.70
P/B1.221.220.791.210.90
Growth & Yield
Revenue Growth25.3%25.3%-6.0%-8.3%—
EPS Growth-42.2%-42.2%-14.8%-6.9%—

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

43.2%

muy exigente

EPS terminal req.

$895.32

Spread vs growth

-85.4%

5Y implied EPS CAGR

28.9%

muy exigente

EPS terminal req.

$1083.34

Spread vs growth

-71.1%

10Y implied EPS CAGR

19.1%

exigente

EPS terminal req.

$1744.72

Spread vs growth

-61.3%

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 +68.4%

Total return

+68.4%

Start / end P/E

11.3x → 33.1x

EPS bridge

528.00 → 305.00

Residual

-80.9%

EPS growth-42.2%
Multiple rerating+191.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-80.9%

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.