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v0.1
065710.KQ$41350.00-1.08%
Fair $41350.00+0.0%

065710.KQ

Seoho Electric Co.,Ltd

Industrials / Specialty Industrial MachineryKOSDAQ

$41350.00

-450.00 (-1.08%)

Fairly Valued+0.0%Fair Value $41350.00Fund rank 32/100 · Data gapFallback financials|
SA 60/B
F-Score: 7/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $10.5B · quality 59.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

60/100

B

Piotroski

7/9

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 · 065710.KQLocal privado en este navegador · Seoho Electric 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

$186.9B

P/E

9.0x

↓

EV/EBITDA

6.3x

↓

ROE

25.3%

↑

Gross Margin

34.4%

↑

Debt/Equity

0.00

↓
52-Week Range$41350
$33800$59900

TradingView lightweight chart

065710.KQ price, volumen y niveles de valoración

Último $41,350Periodo +1311.3%
Fair value: $41,350

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

+24.7%

FCF CAGR

+32.8%

FCF margin

30.9%

FCF / Net income

1.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $116.63B · net income $20.73B · FCF $36.05B

2022-FY → 2025-FY

Gross margin

34.4%-8.4% pts

Operating margin

21.7%+1.0% pts

Net margin

17.8%-0.9% pts

FCF margin

30.9%+5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$116.63B$116.63B$46.47B$66.17B$60.17B
Net Income$20.73B$20.73B$11.50B$15.50B$11.26B
EBITDA$26.14B$26.14B$14.45B$19.26B$14.32B
EPS4588.004588.002357.003112.002214.00
Gross Margin34.4%34.4%37.5%40.8%42.8%
Operating Margin21.7%21.7%3.5%19.6%20.7%
Net Margin17.8%17.8%24.7%23.4%18.7%
Balance Sheet
Debt/Equity0.000.000.000.010.01
Current Ratio2.752.75———
Cash Flow
Free Cash Flow$36.05B$36.05B$-3.72B$10.55B$15.40B
Returns
ROE25.3%25.3%13.0%16.7%12.7%
Valuation
P/E9.019.018.746.057.79
EV/EBITDA6.336.336.273.634.20
P/B2.282.281.141.010.99
Growth & Yield
Revenue Growth151.0%151.0%-29.8%10.0%—
EPS Growth94.7%94.7%-24.3%40.6%—
Dividend Yield19.1%19.1%———

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

-7.2%

fácil

EPS terminal req.

$3669.12

Spread vs growth

101.8%

5Y implied EPS CAGR

-0.7%

fácil

EPS terminal req.

$4439.64

Spread vs growth

95.3%

10Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$7150.08

Spread vs growth

90.1%

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 +25.4%

Total return

+25.4%

Start / end P/E

16.5x → 9.0x

EPS bridge

2357.00 → 4588.00

Residual

-43.0%

EPS growth+94.7%
Multiple rerating-45.4%
Dividend+19.1%
Residual / FX / buybacks / cross-term-43.0%

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.