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065450.KQ$3590.00-3.10%
Fair $3590.00+0.0%

065450.KQ

Victek Co., Ltd.

Industrials / Aerospace & DefenseKOSDAQ

$3590.00

-115.00 (-3.10%)

Fairly Valued+0.0%Fair Value $3590.00Fund rank 26/100 · Data gapFallback financials|
SA 33/D
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 18%

FCF escenarios

weak_data · normalized FCF $917.7M · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

33/100

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: 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 · 065450.KQLocal privado en este navegador · Victek 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

$102.9B

P/E

28.7x

↑

EV/EBITDA

13.1x

↑

ROE

7.3%

↑

Gross Margin

15.4%

↓

Debt/Equity

0.45

↑
52-Week Range$3590
$3495$7050

TradingView lightweight chart

065450.KQ price, volumen y niveles de valoración

Último $3,590Periodo +122.7%
Fair value: $3,590

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

+3.7%

FCF CAGR

-41.5%

FCF margin

1.1%

FCF / Net income

0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $82.96B · net income $4.40B · FCF $917.7M

2022-FY → 2025-FY

Gross margin

15.4%+7.0% pts

Operating margin

5.3%+3.0% pts

Net margin

5.3%+5.6% pts

FCF margin

1.1%-5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$82.96B$82.96B$71.49B$54.93B$74.37B
Net Income$4.40B$4.40B$3.82B$-4.19B$-231.7M
EBITDA$11.08B$11.08B$10.25B$55.6M$3.21B
EPS125.00125.0088.00-146.00-8.00
Gross Margin15.4%15.4%14.4%3.3%8.4%
Operating Margin5.3%5.3%2.5%-7.9%2.2%
Net Margin5.3%5.3%5.3%-7.6%-0.3%
Balance Sheet
Debt/Equity0.450.450.400.460.21
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$917.7M$917.7M$2.14B$-37.39B$4.59B
Returns
ROE7.3%7.3%6.6%-7.5%-0.4%
Valuation
P/E28.7228.7247.84——
EV/EBITDA13.1313.1313.992905.7752.36
P/B2.092.092.182.462.74
Growth & Yield
Revenue Growth16.0%16.0%30.1%-26.1%—
EPS Growth42.0%42.0%160.3%-1725.0%—
Dividend Yield0.8%0.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

36.6%

muy exigente

EPS terminal req.

$318.55

Spread vs growth

5.5%

5Y implied EPS CAGR

25.3%

muy exigente

EPS terminal req.

$385.45

Spread vs growth

16.8%

10Y implied EPS CAGR

17.4%

exigente

EPS terminal req.

$620.77

Spread vs growth

24.7%

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 -9.4%

Total return

-9.4%

Start / end P/E

45.5x → 28.7x

EPS bridge

88.00 → 125.00

Residual

-15.5%

EPS growth+42.0%
Multiple rerating-36.8%
Dividend+0.8%
Residual / FX / buybacks / cross-term-15.5%

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.