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036620.KQ$4640.00-1.38%
Fair $4640.00+0.0%

036620.KQ

GAMSUNG Corporation Co., Ltd.

Unknown / UnknownKOSDAQ

$4640.00

-65.00 (-1.38%)

Fairly Valued+0.0%Fair Value $4640.00Fund rank 28/100 · Data gapFallback financials|
SA 51/C
F-Score: 5/9

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 19%

FCF escenarios

weak_data · normalized FCF $23.6B · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

51/100

C

Piotroski

5/9

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 · 036620.KQLocal privado en este navegador · GAMSUNG Corporation 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

$418.6B

P/E

12.0x

↑

EV/EBITDA

8.1x

↓

ROE

26.4%

↑

Gross Margin

69.2%

↑

Debt/Equity

0.13

↓
52-Week Range$4640
$4130$7700

TradingView lightweight chart

036620.KQ price, volumen y niveles de valoración

Último $4,640Periodo -91.6%
Fair value: $4,640

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

+28.7%

FCF CAGR

—

FCF margin

14.6%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $250.20B · net income $35.42B · FCF $36.58B

2022-FY → 2025-FY

Gross margin

69.2%+6.1% pts

Operating margin

17.8%+4.0% pts

Net margin

14.2%+1.3% pts

FCF margin

14.6%+17.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$250.20B$250.20B$220.40B$177.95B$117.40B
Net Income$35.42B$35.42B$29.26B$24.17B$15.08B
EBITDA$50.37B$50.37B$43.79B$35.49B$19.69B
EPS387.00387.00321.00268.00180.00
Gross Margin69.2%69.2%69.2%67.8%63.0%
Operating Margin17.8%17.8%16.4%18.1%13.8%
Net Margin14.2%14.2%13.3%13.6%12.8%
Balance Sheet
Debt/Equity0.130.130.080.080.19
Cash Flow
Free Cash Flow$36.58B$36.58B$-508.4M$23.61B$-3.05B
Returns
ROE26.4%26.4%26.0%31.0%29.6%
Valuation
P/E11.9911.999.7211.6211.06
EV/EBITDA8.138.136.097.328.48
P/B3.173.172.533.613.28
Growth & Yield
Revenue Growth13.5%13.5%23.9%51.6%—
EPS Growth20.6%20.6%19.8%48.9%—

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

2.1%

fácil

EPS terminal req.

$411.72

Spread vs growth

18.5%

5Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$498.18

Spread vs growth

15.4%

10Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$802.33

Spread vs growth

13.0%

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 +6.4%

Total return

+6.4%

Start / end P/E

13.6x → 12.0x

EPS bridge

321.00 → 387.00

Residual

-2.4%

EPS growth+20.6%
Multiple rerating-11.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.4%

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.