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071280.KQ$7800.00-3.70%
Fair $7800.00+0.0%

071280.KQ

Rorze Systems Corporation

Technology / Semiconductor Equipment & MaterialsKOSDAQ

$7800.00

-300.00 (-3.70%)

Fairly Valued+0.0%Fair Value $7800.00Fund rank 30/100 · Data gapFallback financials|
SA 44/C
F-Score: 6/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $16.5B · quality 54.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

44/100

C

Piotroski

6/9

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 · 071280.KQLocal privado en este navegador · Rorze Systems 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

$116.3B

P/E

9.5x

↓

EV/EBITDA

3.8x

↓

ROE

8.9%

↑

Gross Margin

21.8%

↓

Debt/Equity

0.00

↓
52-Week Range$7800
$7050$15000

TradingView lightweight chart

071280.KQ price, volumen y niveles de valoración

Último $7,800Periodo -74.7%
Fair value: $7,800

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

-4.8%

FCF CAGR

+168.8%

FCF margin

13.8%

FCF / Net income

1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $124.87B · net income $12.26B · FCF $17.22B

2022-FY → 2025-FY

Gross margin

21.8%-5.1% pts

Operating margin

11.6%-6.7% pts

Net margin

9.8%-4.2% pts

FCF margin

13.8%+13.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$124.87B$124.87B$160.08B$105.27B$144.58B
Net Income$12.26B$12.26B$12.11B$8.87B$20.25B
EBITDA$18.61B$18.61B$18.76B$14.47B$28.81B
EPS821.00821.00812.00594.001358.00
Gross Margin21.8%21.8%21.3%21.1%26.9%
Operating Margin11.6%11.6%12.4%11.3%18.3%
Net Margin9.8%9.8%7.6%8.4%14.0%
Balance Sheet
Debt/Equity0.000.000.000.020.04
Current Ratio2.442.44———
Cash Flow
Free Cash Flow$17.22B$17.22B$-1.30B$16.50B$886.7M
Returns
ROE8.9%8.9%9.9%7.9%19.4%
Valuation
P/E9.509.5020.6311.065.64
EV/EBITDA3.783.7811.984.503.18
P/B0.850.852.040.881.09
Growth & Yield
Revenue Growth-22.0%-22.0%52.1%-27.2%—
EPS Growth1.1%1.1%36.7%-56.3%—
Dividend Yield0.6%0.6%———

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

-5.5%

fácil

EPS terminal req.

$692.12

Spread vs growth

6.6%

5Y implied EPS CAGR

0.4%

fácil

EPS terminal req.

$837.47

Spread vs growth

0.7%

10Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$1348.75

Spread vs growth

-4.0%

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 -43.4%

Total return

-43.4%

Start / end P/E

17.2x → 9.5x

EPS bridge

812.00 → 821.00

Residual

-0.5%

EPS growth+1.1%
Multiple rerating-44.7%
Dividend+0.6%
Residual / FX / buybacks / cross-term-0.5%

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.