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038290.KQ$12470.00-4.00%
Fair $12470.00+0.0%

038290.KQ

Macrogen, Inc.

Unknown / UnknownKOSDAQ

$12470.00

-520.00 (-4.00%)

Fairly Valued+0.0%Fair Value $12470.00Fund rank 30/100 · Data gapFallback financials|
SA 24/D
F-Score: 7/9
Low 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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-19.6B · quality 66.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

24/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 1.3%, below the 5% threshold
Thesis & Journal · 038290.KQLocal privado en este navegador · Macrogen, Inc.
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

$135.2B

P/E

66.7x

↑

EV/EBITDA

9.5x

↑

ROE

1.3%

↓

Gross Margin

35.9%

↑

Debt/Equity

0.65

↑
52-Week Range$12470
$12430$20900

TradingView lightweight chart

038290.KQ price, volumen y niveles de valoración

Último $12,470Periodo +66.3%
Fair value: $12,470

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

+12.1%

FCF CAGR

—

FCF margin

-7.0%

FCF / Net income

-6.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $195.27B · net income $2.03B · FCF $-13.69B

2022-FY → 2025-FY

Gross margin

35.9%-2.7% pts

Operating margin

0.1%-3.7% pts

Net margin

1.0%+17.1% pts

FCF margin

-7.0%-0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$195.27B$195.27B$135.78B$132.80B$138.62B
Net Income$2.03B$2.03B$-7.60B$-16.81B$-22.25B
EBITDA$19.86B$19.86B$2.11B$-8.05B$-17.23B
EPS187.00187.00-761.00-1683.00-2212.00
Gross Margin35.9%35.9%34.7%37.1%38.7%
Operating Margin0.1%0.1%-4.6%-0.3%3.8%
Net Margin1.0%1.0%-5.6%-12.7%-16.1%
Balance Sheet
Debt/Equity0.650.650.500.260.23
Cash Flow
Free Cash Flow$-13.69B$-13.69B$-28.36B$-19.58B$-9.02B
Returns
ROE1.3%1.3%-4.7%-10.6%-12.4%
Valuation
P/E66.6866.68———
EV/EBITDA9.539.53100.58——
P/B0.860.861.021.261.13
Growth & Yield
Revenue Growth43.8%43.8%2.2%-4.2%—
EPS Growth124.6%124.6%54.8%23.9%—

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

80.9%

muy exigente

EPS terminal req.

$1106.50

Spread vs growth

43.7%

5Y implied EPS CAGR

48.2%

muy exigente

EPS terminal req.

$1338.87

Spread vs growth

76.3%

10Y implied EPS CAGR

27.7%

muy exigente

EPS terminal req.

$2156.26

Spread vs growth

96.9%

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 -19.3%

Total return

-19.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-761.00 → 187.00

Residual

-19.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-19.3%

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.