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v0.1
068790.KQ$5630.00-2.93%
Fair $5630.00+0.0%

068790.KQ

DMS Co.,Ltd.

Unknown / UnknownKOSDAQ

$5630.00

-170.00 (-2.93%)

Fairly Valued+0.0%Fair Value $5630.00Fund rank 27/100 · Data gapFallback financials|
SA 35/D
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $28.5B · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

35/100

D

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 · 068790.KQLocal privado en este navegador · DMS 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

$124.9B

P/E

1.0x

↓

EV/EBITDA

8952.4x

↑

ROE

30.3%

↑

Gross Margin

27.8%

↑

Debt/Equity

0.08

↓
52-Week Range$5630
$5420$9190

TradingView lightweight chart

068790.KQ price, volumen y niveles de valoración

Último $5,630Periodo -63.0%
Fair value: $5,630

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

-21.1%

FCF CAGR

+48.6%

FCF margin

18.3%

FCF / Net income

0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $155.47B · net income $131.45B · FCF $28.46B

2022-FY → 2025-FY

Gross margin

27.8%-7.1% pts

Operating margin

2.7%-14.2% pts

Net margin

84.5%+76.4% pts

FCF margin

18.3%+15.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$155.47B$155.47B$109.59B$307.06B$317.05B
Net Income$131.45B$131.45B$15.22B$48.93B$25.74B
EBITDA$13.3M$13.3M$18.49B$101.22B$50.17B
EPS5910.005910.00646.002002.001052.00
Gross Margin27.8%27.8%27.5%37.9%34.9%
Operating Margin2.7%2.7%-3.6%24.1%16.9%
Net Margin84.5%84.5%13.9%15.9%8.1%
Balance Sheet
Debt/Equity0.080.080.280.270.04
Cash Flow
Free Cash Flow$28.46B$28.46B$56.95B$-73.15B$8.67B
Returns
ROE30.3%30.3%5.0%16.4%8.5%
Valuation
P/E0.950.958.933.335.87
EV/EBITDA8952.418952.418.221.992.23
P/B0.290.290.440.540.50
Growth & Yield
Revenue Growth41.9%41.9%-64.3%-3.2%—
EPS Growth814.9%814.9%-67.7%90.3%—

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

-56.1%

fácil

EPS terminal req.

$499.57

Spread vs growth

871.0%

5Y implied EPS CAGR

-36.6%

fácil

EPS terminal req.

$604.48

Spread vs growth

851.5%

10Y implied EPS CAGR

-16.5%

fácil

EPS terminal req.

$973.52

Spread vs growth

831.4%

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 -11.1%

Total return

-11.1%

Start / end P/E

9.8x → 1.0x

EPS bridge

646.00 → 5910.00

Residual

-735.6%

EPS growth+814.9%
Multiple rerating-90.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-735.6%

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.