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037460.KQ$44100.00-2.65%
Fair $44100.00+0.0%

037460.KQ

Samji Electronics Co., Ltd.

Technology / Communication EquipmentKOSDAQ

$44100.00

-1200.00 (-2.65%)

Fairly Valued+0.0%Fair Value $44100.00Fund rank 22/100 · Data gapFallback financials|
SA 62/B
F-Score: 2/9

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 16%

FCF escenarios

weak_data · normalized FCF $-122.4B · quality 33.7/100

Data gap 22/100
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

62/100

B

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: 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 · 037460.KQLocal privado en este navegador · Samji Electronics 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

$624.8B

P/E

8.8x

↓

EV/EBITDA

6.0x

↓

ROE

15.6%

↑

Gross Margin

5.6%

↓

Debt/Equity

1.11

↑
52-Week Range$44100
$9900$64500

TradingView lightweight chart

037460.KQ price, volumen y niveles de valoración

Último $44,100Periodo +484.9%
Fair value: $44,100

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

+13.7%

FCF CAGR

—

FCF margin

-3.7%

FCF / Net income

-2.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.29T · net income $75.66B · FCF $-159.00B

2022-FY → 2025-FY

Gross margin

5.6%+0.6% pts

Operating margin

3.8%+0.7% pts

Net margin

1.8%+0.1% pts

FCF margin

-3.7%-3.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4291.10B$4291.10B$3359.68B$2526.21B$2918.90B
Net Income$75.66B$75.66B$61.54B$31.65B$48.10B
EBITDA$173.82B$173.82B$120.08B$82.12B$99.24B
EPS5030.005030.004009.002061.003132.00
Gross Margin5.6%5.6%5.6%5.3%5.0%
Operating Margin3.8%3.8%3.4%3.1%3.0%
Net Margin1.8%1.8%1.8%1.3%1.6%
Balance Sheet
Debt/Equity1.111.110.830.500.80
Current Ratio1.421.42———
Cash Flow
Free Cash Flow$-159.00B$-159.00B$-122.43B$167.11B$-5.64B
Returns
ROE15.6%15.6%15.0%9.1%15.5%
Valuation
P/E8.778.772.133.942.67
EV/EBITDA6.006.002.611.973.09
P/B1.371.370.320.360.41
Growth & Yield
Revenue Growth27.7%27.7%33.0%-13.5%—
EPS Growth25.5%25.5%94.5%-34.2%—
Dividend Yield1.2%1.2%———

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

-8.0%

fácil

EPS terminal req.

$3913.14

Spread vs growth

33.5%

5Y implied EPS CAGR

-1.2%

fácil

EPS terminal req.

$4734.90

Spread vs growth

26.7%

10Y implied EPS CAGR

4.2%

fácil

EPS terminal req.

$7625.60

Spread vs growth

21.2%

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 +334.0%

Total return

+334.0%

Start / end P/E

2.5x → 8.8x

EPS bridge

4009.00 → 5030.00

Residual

+62.4%

EPS growth+25.5%
Multiple rerating+244.9%
Dividend+1.2%
Residual / FX / buybacks / cross-term+62.4%

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.