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v0.1
074430.KQ$1070.00-9.05%
Fair $1070.00+0.0%

074430.KQ

Aminologics Co.,Ltd.

Unknown / UnknownKOSDAQ

$1070.00

-108.00 (-9.05%)

Fairly Valued+0.0%Fair Value $1070.00Fund rank 27/100 · Data gapFallback financials|
SA 28/D
F-Score: 5/9

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 $2.5B · quality 49.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

28/100

D

Piotroski

5/9

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 · 074430.KQLocal privado en este navegador · Aminologics 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

$94.0B

P/E

26.8x

↑

EV/EBITDA

16.8x

↑

ROE

6.3%

↑

Gross Margin

44.8%

↑

Debt/Equity

0.29

↑
52-Week Range$1070
$855$1940

TradingView lightweight chart

074430.KQ price, volumen y niveles de valoración

Último $1,085Periodo -56.1%
Fair value: $1,070

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

-7.0%

FCF CAGR

-19.2%

FCF margin

11.3%

FCF / Net income

0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.02B · net income $3.52B · FCF $2.49B

2022-FY → 2025-FY

Gross margin

44.8%-2.1% pts

Operating margin

16.3%-9.4% pts

Net margin

16.0%+42.6% pts

FCF margin

11.3%-5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$22.02B$22.02B$16.79B$20.89B$27.34B
Net Income$3.52B$3.52B$-1.62B$2.44B$-7.28B
EBITDA$4.99B$4.99B$-555.7M$2.79B$-5.89B
EPS40.0040.00-18.0028.00-83.00
Gross Margin44.8%44.8%20.4%37.2%46.9%
Operating Margin16.3%16.3%-12.8%7.0%25.7%
Net Margin16.0%16.0%-9.6%11.7%-26.6%
Balance Sheet
Debt/Equity0.290.290.040.030.04
Cash Flow
Free Cash Flow$2.49B$2.49B$6.95B$-373.9M$4.72B
Returns
ROE6.3%6.3%-3.1%4.5%-14.2%
Valuation
P/E26.7526.75—57.11—
EV/EBITDA16.8316.83—46.15—
P/B1.681.681.642.563.18
Growth & Yield
Revenue Growth31.1%31.1%-19.6%-23.6%—
EPS Growth322.2%322.2%-164.3%133.7%—

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

33.4%

muy exigente

EPS terminal req.

$94.94

Spread vs growth

288.8%

5Y implied EPS CAGR

23.5%

exigente

EPS terminal req.

$114.88

Spread vs growth

298.7%

10Y implied EPS CAGR

16.6%

exigente

EPS terminal req.

$185.02

Spread vs growth

305.7%

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 +17.9%

Total return

+17.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-18.00 → 40.00

Residual

+17.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+17.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.