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064800.KQ$3025.00+10.20%
Fair $3025.00+0.0%

064800.KQ

Gemvaxlink Co., Ltd.

Technology / Software - ApplicationKOSDAQ

$3025.00

+280.00 (+10.20%)

Fairly Valued+0.0%Fair Value $3025.00Fund rank 32/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9
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 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-12.8B · quality 80.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

38/100

D

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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · 064800.KQLocal privado en este navegador · Gemvaxlink 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

$76.3B

P/E

5.5x

↓

EV/EBITDA

3.1x

↓

ROE

7.3%

↑

Gross Margin

20.6%

↓

Debt/Equity

0.26

↑
52-Week Range$3025
$2330$7070

TradingView lightweight chart

064800.KQ price, volumen y niveles de valoración

Último $3,025Periodo -48.7%
Fair value: $3,025

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

-22.3%

FCF CAGR

—

FCF margin

-24.2%

FCF / Net income

-0.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $44.89B · net income $15.85B · FCF $-10.85B

2022-FY → 2025-FY

Gross margin

20.6%-4.9% pts

Operating margin

-45.7%-44.5% pts

Net margin

35.3%+55.6% pts

FCF margin

-24.2%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$44.89B$44.89B$61.30B$71.46B$95.54B
Net Income$15.85B$15.85B$-38.39B$-10.54B$-19.35B
EBITDA$29.41B$29.41B$-34.01B$-9.11B$-18.64B
EPS555.00555.00-1695.00-665.00-1160.00
Gross Margin20.6%20.6%12.2%22.6%25.4%
Operating Margin-45.7%-45.7%-42.4%-13.1%-1.2%
Net Margin35.3%35.3%-62.6%-14.7%-20.3%
Balance Sheet
Debt/Equity0.260.260.210.280.16
Current Ratio4.874.87———
Cash Flow
Free Cash Flow$-10.85B$-10.85B$-12.75B$-21.61B$-21.72B
Returns
ROE7.3%7.3%-19.4%-7.1%-11.4%
Valuation
P/E5.455.45———
EV/EBITDA3.093.09———
P/B0.400.400.750.710.65
Growth & Yield
Revenue Growth-26.8%-26.8%-14.2%-25.2%—
EPS Growth132.7%132.7%-154.9%42.7%—

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

-21.5%

fácil

EPS terminal req.

$268.42

Spread vs growth

154.2%

5Y implied EPS CAGR

-10.2%

fácil

EPS terminal req.

$324.79

Spread vs growth

142.9%

10Y implied EPS CAGR

-0.6%

fácil

EPS terminal req.

$523.07

Spread vs growth

133.3%

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 -46.4%

Total return

-46.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-1695.00 → 555.00

Residual

-46.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-46.4%

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.