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061970.KQ$4970.00-2.74%
Fair $4970.00+0.0%

061970.KQ

LB Semicon Inc.

Technology / SemiconductorsKOSDAQ

$4970.00

-140.00 (-2.74%)

Fairly Valued+0.0%Fair Value $4970.00Fund rank 22/100 · Data gapFallback financials|
SA 13/F
F-Score: 4/9
Margin CompressionLow 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 16%

FCF escenarios

weak_data · normalized FCF $-45.8B · quality 35.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

13/100

F

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: 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. Operating margin has declined for 3 consecutive years ROE is -56.7%, below the 5% threshold
Thesis & Journal · 061970.KQLocal privado en este navegador · LB Semicon Inc.
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

$288.7B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-56.7%

↓

Gross Margin

-0.8%

↓

Debt/Equity

1.26

↑
52-Week Range$4970
$3080$7120

TradingView lightweight chart

061970.KQ price, volumen y niveles de valoración

Último $4,970Periodo +9.2%
Fair value: $4,970

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

-2.9%

FCF CAGR

—

FCF margin

-9.5%

FCF / Net income

0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $479.78B · net income $-150.86B · FCF $-45.82B

2022-FY → 2025-FY

Gross margin

-0.8%-18.1% pts

Operating margin

-8.3%-19.1% pts

Net margin

-31.4%-39.1% pts

FCF margin

-9.5%-2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$479.78B$479.78B$450.86B$416.87B$524.61B
Net Income$-150.86B$-150.86B$-22.18B$-15.18B$40.21B
EBITDA$-62.51B$-62.51B$83.56B$86.74B$152.90B
EPS-2717.00-2717.00-507.00-347.00918.00
Gross Margin-0.8%-0.8%4.0%5.5%17.3%
Operating Margin-8.3%-8.3%-4.2%-3.0%10.8%
Net Margin-31.4%-31.4%-4.9%-3.6%7.7%
Balance Sheet
Debt/Equity1.261.261.681.301.13
Current Ratio0.670.67———
Cash Flow
Free Cash Flow$-45.82B$-45.82B$-105.20B$2.76B$-39.73B
Returns
ROE-56.7%-56.7%-9.6%-6.0%15.0%
Valuation
P/E————7.63
EV/EBITDA——5.736.393.53
P/B1.041.040.711.351.14
Growth & Yield
Revenue Growth6.4%6.4%8.2%-20.5%—
EPS Growth-435.9%-435.9%-46.1%-137.8%—

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 +51.3%

Total return

+51.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-507.00 → -2717.00

Residual

+51.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+51.3%

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.