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039310.KQ$1210.00+5.30%
Fair $1210.00+0.0%

039310.KQ

Sejoong Co., Ltd.

Consumer Cyclical / Travel ServicesKOSDAQ

$1210.00

+65.00 (+5.30%)

Fairly Valued+0.0%Fair Value $1210.00Fund rank 25/100 · Data gapFallback financials|
SA 20/D
F-Score: 3/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-2.7B · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

20/100

D

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: 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 -2.8%, below the 5% threshold
Thesis & Journal · 039310.KQLocal privado en este navegador · Sejoong 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

$21.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-2.8%

↓

Gross Margin

35.9%

↑

Debt/Equity

0.00

↓
52-Week Range$1210
$1172$2900

TradingView lightweight chart

039310.KQ price, volumen y niveles de valoración

Último $1,291Periodo -95.8%
Fair value: $1,210

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

-2.2%

FCF CAGR

—

FCF margin

5.7%

FCF / Net income

-0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $35.63B · net income $-2.75B · FCF $2.04B

2022-FY → 2025-FY

Gross margin

35.9%+4.6% pts

Operating margin

-2.9%+2.8% pts

Net margin

-7.7%-17.4% pts

FCF margin

5.7%+6.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$35.63B$35.63B$37.31B$36.30B$38.09B
Net Income$-2.75B$-2.75B$1.81B$13.76B$3.68B
EBITDA$-2.25B$-2.25B$2.81B$4.50B$-963.8M
EPS-152.00-152.0099.00759.00203.00
Gross Margin35.9%35.9%36.5%38.2%31.3%
Operating Margin-2.9%-2.9%1.1%3.3%-5.7%
Net Margin-7.7%-7.7%4.9%37.9%9.7%
Balance Sheet
Debt/Equity0.000.000.000.050.11
Current Ratio9.109.10———
Cash Flow
Free Cash Flow$2.04B$2.04B$-2.71B$-8.91B$-402.2M
Returns
ROE-2.8%-2.8%1.8%13.6%4.2%
Valuation
P/E——15.963.1012.96
EV/EBITDA——8.934.70—
P/B0.220.220.280.420.54
Growth & Yield
Revenue Growth-4.5%-4.5%2.8%-4.7%—
EPS Growth-253.5%-253.5%-87.0%273.9%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -13.3%

Total return

-13.3%

Start / end P/E

n/dx → n/dx

EPS bridge

99.00 → -152.00

Residual

-13.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.3%

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.