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051390.KQ$4100.00-0.61%
Fair $4100.00+0.0%

051390.KQ

Yw Company Limited

Technology / Communication EquipmentKOSDAQ

$4100.00

-25.00 (-0.61%)

Fairly Valued+0.0%Fair Value $4100.00Fund rank 24/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9

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 15%

FCF escenarios

weak_data · normalized FCF $6.4B · quality 32.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

43/100

C

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: 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 · 051390.KQLocal privado en este navegador · Yw Company Limited
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

$32.9B

P/E

6.5x

↓

EV/EBITDA

2.1x

↓

ROE

6.0%

↑

Gross Margin

52.8%

↑

Debt/Equity

N/A

•
52-Week Range$4100
$3650$4895

TradingView lightweight chart

051390.KQ price, volumen y niveles de valoración

Último $4,100Periodo -59.2%
Fair value: $4,100

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

-6.6%

FCF CAGR

—

FCF margin

104.5%

FCF / Net income

3.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.54B · net income $5.08B · FCF $17.29B

2022-FY → 2025-FY

Gross margin

52.8%+17.8% pts

Operating margin

34.9%+19.9% pts

Net margin

30.7%+15.8% pts

FCF margin

104.5%+143.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.54B$16.54B$16.54B$36.99B$20.28B
Net Income$5.08B$5.08B$4.27B$5.34B$3.03B
EBITDA$7.82B$7.82B$6.88B$8.41B$5.29B
EPS632.00632.00521.00622.00352.00
Gross Margin52.8%52.8%57.2%33.1%34.9%
Operating Margin34.9%34.9%32.9%17.5%15.1%
Net Margin30.7%30.7%25.8%14.4%14.9%
Balance Sheet
Current Ratio8.628.62———
Cash Flow
Free Cash Flow$17.29B$17.29B$6.37B$-4.05B$-7.84B
Returns
ROE6.0%6.0%5.3%6.7%4.0%
Valuation
P/E6.496.497.046.159.84
EV/EBITDA2.062.062.262.555.37
P/B0.390.390.370.410.39
Growth & Yield
Revenue Growth0.0%0.0%-55.3%82.3%—
EPS Growth21.3%21.3%-16.2%76.7%—
Dividend Yield5.6%5.6%———

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

-16.8%

fácil

EPS terminal req.

$363.81

Spread vs growth

38.1%

5Y implied EPS CAGR

-7.0%

fácil

EPS terminal req.

$440.21

Spread vs growth

28.3%

10Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$708.96

Spread vs growth

20.1%

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 +15.8%

Total return

+15.8%

Start / end P/E

7.1x → 6.5x

EPS bridge

521.00 → 632.00

Residual

-1.9%

EPS growth+21.3%
Multiple rerating-9.1%
Dividend+5.6%
Residual / FX / buybacks / cross-term-1.9%

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.