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072870.KQ$12530.00+1.79%
Fair $12530.00+0.0%

072870.KQ

MegaStudy Co., Ltd.

Unknown / UnknownKOSDAQ

$12530.00

+220.00 (+1.79%)

Fairly Valued+0.0%Fair Value $12530.00Fund rank 30/100 · Data gapFallback financials|
SA 52/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 22%

FCF escenarios

weak_data · normalized FCF $30.4B · quality 58.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

52/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 072870.KQLocal privado en este navegador · MegaStudy 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

$142.9B

P/E

5.2x

↓

EV/EBITDA

2.4x

↓

ROE

8.1%

↑

Gross Margin

45.3%

↑

Debt/Equity

0.20

↓
52-Week Range$12530
$10560$13710

TradingView lightweight chart

072870.KQ price, volumen y niveles de valoración

Último $12,530Periodo +260.5%
Fair value: $12,530

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

+1.5%

FCF CAGR

—

FCF margin

23.9%

FCF / Net income

1.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $127.28B · net income $27.30B · FCF $30.37B

2022-FY → 2025-FY

Gross margin

45.3%-7.4% pts

Operating margin

16.1%+5.6% pts

Net margin

21.4%+5.8% pts

FCF margin

23.9%+23.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$127.28B$127.28B$134.26B$107.78B$121.60B
Net Income$27.30B$27.30B$16.11B$21.67B$19.06B
EBITDA$56.74B$56.74B$43.70B$37.78B$41.36B
EPS2393.002393.001412.001900.001637.00
Gross Margin45.3%45.3%48.8%48.7%52.7%
Operating Margin16.1%16.1%17.7%9.6%10.5%
Net Margin21.4%21.4%12.0%20.1%15.7%
Balance Sheet
Debt/Equity0.200.200.210.110.04
Cash Flow
Free Cash Flow$30.37B$30.37B$37.89B$4.34B$-78.0M
Returns
ROE8.1%8.1%5.1%6.9%6.3%
Valuation
P/E5.245.247.595.676.51
EV/EBITDA2.442.442.662.340.44
P/B0.430.430.390.390.41
Growth & Yield
Revenue Growth-5.2%-5.2%24.6%-11.4%—
EPS Growth69.5%69.5%-25.7%16.1%—

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

-22.5%

fácil

EPS terminal req.

$1111.83

Spread vs growth

92.0%

5Y implied EPS CAGR

-10.9%

fácil

EPS terminal req.

$1345.31

Spread vs growth

80.4%

10Y implied EPS CAGR

-1.0%

fácil

EPS terminal req.

$2166.64

Spread vs growth

70.5%

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 +18.4%

Total return

+18.4%

Start / end P/E

7.5x → 5.2x

EPS bridge

1412.00 → 2393.00

Residual

-20.9%

EPS growth+69.5%
Multiple rerating-30.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-20.9%

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.