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075130.KQ$1938.00-1.77%
Fair $1938.00+0.0%

075130.KQ

Plantynet Co., Ltd.

Technology / Software - InfrastructureKOSDAQ

$1938.00

-35.00 (-1.77%)

Fairly Valued+0.0%Fair Value $1938.00Fund rank 38/100 · Data gapFallback financials|
SA 58/C
F-Score: 7/9
Low Profitability

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.7B · quality 79.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

58/100

C

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: 1unknown: 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. ROE is 3.2%, below the 5% threshold
Thesis & Journal · 075130.KQLocal privado en este navegador · Plantynet 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

$30.2B

P/E

13.4x

↓

EV/EBITDA

1.6x

↓

ROE

3.2%

↓

Gross Margin

78.4%

↑

Debt/Equity

0.04

↓
52-Week Range$1938
$1889$3375

TradingView lightweight chart

075130.KQ price, volumen y niveles de valoración

Último $1,938Periodo -83.7%
Fair value: $1,938

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

+13.3%

FCF CAGR

+5.7%

FCF margin

5.9%

FCF / Net income

1.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $45.61B · net income $2.26B · FCF $2.69B

2022-FY → 2025-FY

Gross margin

78.4%-14.2% pts

Operating margin

9.2%+4.5% pts

Net margin

5.0%+9.9% pts

FCF margin

5.9%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$45.61B$45.61B$36.68B$33.07B$31.39B
Net Income$2.26B$2.26B$1.53B$1.54B$-1.56B
EBITDA$5.15B$5.15B$7.50B$6.57B$413.9M
EPS145.00145.0099.00101.00-102.00
Gross Margin78.4%78.4%90.8%93.5%92.6%
Operating Margin9.2%9.2%5.8%3.8%4.7%
Net Margin5.0%5.0%4.2%4.7%-5.0%
Balance Sheet
Debt/Equity0.040.040.050.060.05
Current Ratio3.043.04———
Cash Flow
Free Cash Flow$2.69B$2.69B$1.69B$3.34B$2.28B
Returns
ROE3.2%3.2%2.2%2.3%-2.3%
Valuation
P/E13.3713.3725.2523.61—
EV/EBITDA1.581.582.913.2442.20
P/B0.420.420.550.540.57
Growth & Yield
Revenue Growth24.4%24.4%10.9%5.4%—
EPS Growth46.5%46.5%-2.0%199.0%—
Dividend Yield5.1%5.1%———

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

5.8%

razonable

EPS terminal req.

$171.97

Spread vs growth

40.6%

5Y implied EPS CAGR

7.5%

razonable

EPS terminal req.

$208.08

Spread vs growth

39.0%

10Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$335.11

Spread vs growth

37.7%

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 -24.2%

Total return

-24.2%

Start / end P/E

27.7x → 13.4x

EPS bridge

99.00 → 145.00

Residual

-24.0%

EPS growth+46.5%
Multiple rerating-51.7%
Dividend+5.1%
Residual / FX / buybacks / cross-term-24.0%

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.