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067730.KQ$2425.00+0.21%
Fair $2425.00+0.0%

067730.KQ

Logisys Inc.

Industrials / Specialty Business ServicesKOSDAQ

$2425.00

+5.00 (+0.21%)

Fairly Valued+0.0%Fair Value $2425.00Fund rank 32/100 · Data gapFallback financials|
SA 53/C
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 25%

FCF escenarios

weak_data · normalized FCF $4.5B · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

53/100

C

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 · 067730.KQLocal privado en este navegador · Logisys 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

$23.5B

P/E

7.1x

↓

EV/EBITDA

3.2x

↓

ROE

15.7%

↑

Gross Margin

10.2%

↓

Debt/Equity

0.10

↓
52-Week Range$2425
$2235$5180

TradingView lightweight chart

067730.KQ price, volumen y niveles de valoración

Último $2,425Periodo -55.3%
Fair value: $2,425

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

+13.9%

FCF CAGR

—

FCF margin

9.2%

FCF / Net income

1.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $48.54B · net income $3.30B · FCF $4.48B

2022-FY → 2025-FY

Gross margin

10.2%+3.6% pts

Operating margin

5.9%+5.5% pts

Net margin

6.8%+6.2% pts

FCF margin

9.2%+13.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$48.54B$48.54B$42.86B$36.45B$32.82B
Net Income$3.30B$3.30B$2.41B$516.0M$204.4M
EBITDA$4.89B$4.89B$4.18B$2.07B$1.54B
EPS342.00342.00249.0053.0021.00
Gross Margin10.2%10.2%10.1%6.6%6.7%
Operating Margin5.9%5.9%5.6%1.8%0.4%
Net Margin6.8%6.8%5.6%1.4%0.6%
Balance Sheet
Debt/Equity0.100.100.100.100.11
Current Ratio2.242.24———
Cash Flow
Free Cash Flow$4.48B$4.48B$4.81B$1.96B$-1.43B
Returns
ROE15.7%15.7%12.9%3.0%1.2%
Valuation
P/E7.097.0911.4968.58184.05
EV/EBITDA3.233.234.2714.3120.98
P/B1.111.111.482.082.20
Growth & Yield
Revenue Growth13.3%13.3%17.6%11.1%—
EPS Growth37.3%37.3%369.8%152.4%—
Dividend Yield6.2%6.2%———

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

-14.3%

fácil

EPS terminal req.

$215.18

Spread vs growth

51.7%

5Y implied EPS CAGR

-5.3%

fácil

EPS terminal req.

$260.37

Spread vs growth

42.7%

10Y implied EPS CAGR

2.1%

fácil

EPS terminal req.

$419.32

Spread vs growth

35.3%

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 -23.5%

Total return

-23.5%

Start / end P/E

13.9x → 7.1x

EPS bridge

249.00 → 342.00

Residual

-18.2%

EPS growth+37.3%
Multiple rerating-48.8%
Dividend+6.2%
Residual / FX / buybacks / cross-term-18.2%

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.