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046310.KQ$2295.00-0.22%
Fair $2295.00+0.0%

046310.KQ

BG T&A Co.

Unknown / UnknownKOSDAQ

$2295.00

-5.00 (-0.22%)

Fairly Valued+0.0%Fair Value $2295.00Fund rank 37/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9
Declining RevenueMargin Compression

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $16.2B · quality 78.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

39/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · 046310.KQLocal privado en este navegador · BG T&A Co.
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

$36.9B

P/E

8.7x

↓

EV/EBITDA

3.0x

↓

ROE

5.8%

↑

Gross Margin

25.8%

↓

Debt/Equity

0.09

↓
52-Week Range$2295
$2205$5050

TradingView lightweight chart

046310.KQ price, volumen y niveles de valoración

Último $2,295Periodo -79.8%
Fair value: $2,295

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

+0.3%

FCF CAGR

+17.7%

FCF margin

10.9%

FCF / Net income

3.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $148.92B · net income $4.23B · FCF $16.22B

2022-FY → 2025-FY

Gross margin

25.8%+0.8% pts

Operating margin

4.6%-5.8% pts

Net margin

2.8%-0.4% pts

FCF margin

10.9%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$148.92B$148.92B$152.49B$170.73B$147.60B
Net Income$4.23B$4.23B$13.25B$13.41B$4.75B
EBITDA$10.67B$10.67B$19.81B$21.96B$17.34B
EPS263.00263.00817.00817.00289.00
Gross Margin25.8%25.8%26.6%24.3%24.9%
Operating Margin4.6%4.6%8.4%10.0%10.4%
Net Margin2.8%2.8%8.7%7.9%3.2%
Balance Sheet
Debt/Equity0.090.090.210.390.50
Cash Flow
Free Cash Flow$16.22B$16.22B$22.63B$11.07B$9.96B
Returns
ROE5.8%5.8%18.6%21.8%9.6%
Valuation
P/E8.738.732.713.8110.66
EV/EBITDA2.972.972.282.783.39
P/B0.500.500.500.831.03
Growth & Yield
Revenue Growth-2.3%-2.3%-10.7%15.7%—
EPS Growth-67.8%-67.8%0.0%182.7%—

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

-8.2%

fácil

EPS terminal req.

$203.64

Spread vs growth

-59.6%

5Y implied EPS CAGR

-1.3%

fácil

EPS terminal req.

$246.41

Spread vs growth

-66.5%

10Y implied EPS CAGR

4.2%

fácil

EPS terminal req.

$396.84

Spread vs growth

-72.0%

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 -17.6%

Total return

-17.6%

Start / end P/E

3.4x → 8.7x

EPS bridge

817.00 → 263.00

Residual

-105.8%

EPS growth-67.8%
Multiple rerating+156.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-105.8%

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.