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045300.KQ$2980.00-1.65%
Fair $2980.00+0.0%

045300.KQ

Sungwoo Techron. Co,.Ltd

Technology / Semiconductor Equipment & MaterialsKOSDAQ

$2980.00

-50.00 (-1.65%)

Fairly Valued+0.0%Fair Value $2980.00Fund rank 30/100 · Data gapFallback financials|
SA 55/C
F-Score: 7/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $4.3B · quality 56.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

55/100

C

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: 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 · 045300.KQLocal privado en este navegador · Sungwoo Techron. 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

$30.3B

P/E

6.3x

↓

EV/EBITDA

3.0x

↓

ROE

6.4%

↑

Gross Margin

12.5%

↓

Debt/Equity

0.13

↓
52-Week Range$2980
$2650$3845

TradingView lightweight chart

045300.KQ price, volumen y niveles de valoración

Último $2,980Periodo +14.4%
Fair value: $2,980

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

-2.7%

FCF CAGR

—

FCF margin

11.6%

FCF / Net income

1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.92B · net income $4.74B · FCF $4.74B

2022-FY → 2025-FY

Gross margin

12.5%-5.7% pts

Operating margin

4.8%-6.1% pts

Net margin

11.6%+0.8% pts

FCF margin

11.6%+11.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$40.92B$40.92B$41.69B$33.78B$44.41B
Net Income$4.74B$4.74B$2.24B$-1.04B$4.77B
EBITDA$6.76B$6.76B$4.21B$474.6M$6.94B
EPS474.00474.00219.61-102.85468.33
Gross Margin12.5%12.5%10.4%6.7%18.3%
Operating Margin4.8%4.8%2.8%-2.4%10.9%
Net Margin11.6%11.6%5.4%-3.1%10.8%
Balance Sheet
Debt/Equity0.130.130.200.180.17
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$4.74B$4.74B$4.31B$549.1M$-55.4M
Returns
ROE6.4%6.4%3.2%-1.5%6.9%
Valuation
P/E6.296.2911.87—7.94
EV/EBITDA3.043.045.5988.215.32
P/B0.400.400.380.600.55
Growth & Yield
Revenue Growth-1.8%-1.8%23.4%-23.9%—
EPS Growth115.8%115.8%313.5%-122.0%—
Dividend Yield0.7%0.7%———

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

-17.7%

fácil

EPS terminal req.

$264.43

Spread vs growth

133.5%

5Y implied EPS CAGR

-7.6%

fácil

EPS terminal req.

$319.95

Spread vs growth

123.4%

10Y implied EPS CAGR

0.8%

fácil

EPS terminal req.

$515.29

Spread vs growth

115.0%

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 +5.5%

Total return

+5.5%

Start / end P/E

12.9x → 6.3x

EPS bridge

219.61 → 474.00

Residual

-59.6%

EPS growth+115.8%
Multiple rerating-51.4%
Dividend+0.7%
Residual / FX / buybacks / cross-term-59.6%

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.