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039440.KQ$27000.00-2.70%
Fair $27000.00+0.0%

039440.KQ

STI Co., Ltd.

Technology / Semiconductor Equipment & MaterialsKOSDAQ

$27000.00

-750.00 (-2.70%)

Fairly Valued+0.0%Fair Value $27000.00Fund rank 30/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9

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 20%

FCF escenarios

weak_data · normalized FCF $9.0B · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

42/100

C

Piotroski

4/9

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 · 039440.KQLocal privado en este navegador · STI 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

$397.9B

P/E

25.9x

↑

EV/EBITDA

14.5x

↑

ROE

5.4%

↑

Gross Margin

17.5%

↓

Debt/Equity

0.01

↓
52-Week Range$27000
$17380$43200

TradingView lightweight chart

039440.KQ price, volumen y niveles de valoración

Último $27,000Periodo +888.4%
Fair value: $27,000

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

-8.1%

FCF CAGR

-49.6%

FCF margin

2.7%

FCF / Net income

0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $328.06B · net income $15.42B · FCF $8.98B

2022-FY → 2025-FY

Gross margin

17.5%-0.9% pts

Operating margin

6.0%-2.2% pts

Net margin

4.7%-2.4% pts

FCF margin

2.7%-13.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$328.06B$328.06B$334.02B$319.46B$422.42B
Net Income$15.42B$15.42B$27.14B$24.08B$29.85B
EBITDA$24.49B$24.49B$41.10B$32.43B$41.90B
EPS1042.001042.001834.001627.001995.00
Gross Margin17.5%17.5%19.2%20.4%18.4%
Operating Margin6.0%6.0%8.2%7.5%8.2%
Net Margin4.7%4.7%8.1%7.5%7.1%
Balance Sheet
Debt/Equity0.010.010.010.000.01
Current Ratio3.733.73———
Cash Flow
Free Cash Flow$8.98B$8.98B$-2.34B$24.70B$70.09B
Returns
ROE5.4%5.4%10.4%10.1%13.6%
Valuation
P/E25.9125.9110.1116.596.07
EV/EBITDA14.5214.526.5411.733.93
P/B1.391.391.051.680.83
Growth & Yield
Revenue Growth-1.8%-1.8%4.6%-24.4%—
EPS Growth-43.2%-43.2%12.7%-18.4%—
Dividend Yield0.5%0.5%———

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

32.0%

muy exigente

EPS terminal req.

$2395.80

Spread vs growth

-75.2%

5Y implied EPS CAGR

22.7%

exigente

EPS terminal req.

$2898.92

Spread vs growth

-65.9%

10Y implied EPS CAGR

16.2%

exigente

EPS terminal req.

$4668.74

Spread vs growth

-59.4%

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 +31.0%

Total return

+31.0%

Start / end P/E

11.3x → 25.9x

EPS bridge

1834.00 → 1042.00

Residual

-56.0%

EPS growth-43.2%
Multiple rerating+129.6%
Dividend+0.5%
Residual / FX / buybacks / cross-term-56.0%

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.