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v0.1
069510.KQ$11300.00-1.48%
Fair $11300.00+0.0%

069510.KQ

ESTec Corporation

Unknown / UnknownKOSDAQ

$11300.00

-170.00 (-1.48%)

Fairly Valued+0.0%Fair Value $11300.00Fund rank 34/100 · Data gapFallback financials|
SA 37/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $35.0B · quality 69.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

37/100

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 · 069510.KQLocal privado en este navegador · ESTec Corporation
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

$95.0B

P/E

2.3x

↓

EV/EBITDA

-0.2x

↓

ROE

17.7%

↑

Gross Margin

18.7%

↓

Debt/Equity

0.05

↓
52-Week Range$11300
$11220$20450

TradingView lightweight chart

069510.KQ price, volumen y niveles de valoración

Último $11,300Periodo +277.3%
Fair value: $11,300

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

-0.0%

FCF CAGR

+116.8%

FCF margin

6.6%

FCF / Net income

0.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $468.19B · net income $41.62B · FCF $31.04B

2022-FY → 2025-FY

Gross margin

18.7%+9.5% pts

Operating margin

9.8%+7.9% pts

Net margin

8.9%+6.9% pts

FCF margin

6.6%+6.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$468.19B$468.19B$509.37B$414.59B$468.45B
Net Income$41.62B$41.62B$46.27B$21.66B$9.54B
EBITDA$62.09B$62.09B$66.01B$38.27B$24.81B
EPS4949.004949.005501.002576.001134.00
Gross Margin18.7%18.7%17.0%15.0%9.2%
Operating Margin9.8%9.8%8.6%5.9%1.9%
Net Margin8.9%8.9%9.1%5.2%2.0%
Balance Sheet
Debt/Equity0.050.050.090.150.31
Cash Flow
Free Cash Flow$31.04B$31.04B$48.00B$34.96B$3.05B
Returns
ROE17.7%17.7%22.7%13.9%6.8%
Valuation
P/E2.282.281.893.247.10
EV/EBITDA-0.22-0.220.080.942.41
P/B0.400.400.430.450.49
Growth & Yield
Revenue Growth-8.1%-8.1%22.9%-11.5%—
EPS Growth-10.0%-10.0%113.5%127.2%—

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

-41.3%

fácil

EPS terminal req.

$1002.69

Spread vs growth

31.2%

5Y implied EPS CAGR

-24.5%

fácil

EPS terminal req.

$1213.25

Spread vs growth

14.5%

10Y implied EPS CAGR

-8.9%

fácil

EPS terminal req.

$1953.95

Spread vs growth

-1.2%

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 -14.0%

Total return

-14.0%

Start / end P/E

2.4x → 2.3x

EPS bridge

5501.00 → 4949.00

Residual

+0.4%

EPS growth-10.0%
Multiple rerating-4.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.4%

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.