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078600.KQ$126000.00-7.71%
Fair $126000.00+0.0%

078600.KQ

Daejoo Electronic Materials Co., Ltd.

Unknown / UnknownKOSDAQ

$126000.00

-11800.00 (-7.71%)

Fairly Valued+0.0%Fair Value $126000.00Fund rank 20/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-77.0B · quality 34.3/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

4/9

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 · 078600.KQLocal privado en este navegador · Daejoo Electronic Materials 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

$1.89T

P/E

152.9x

↑

EV/EBITDA

43.9x

↑

ROE

8.1%

↑

Gross Margin

21.7%

↓

Debt/Equity

1.32

↑
52-Week Range$126000
$58900$183300

TradingView lightweight chart

078600.KQ price, volumen y niveles de valoración

Último $141,300Periodo +4076.8%
Fair value: $126,000

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

+13.5%

FCF CAGR

—

FCF margin

-5.0%

FCF / Net income

-0.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $254.61B · net income $20.66B · FCF $-12.84B

2022-FY → 2025-FY

Gross margin

21.7%+0.7% pts

Operating margin

8.1%+1.2% pts

Net margin

8.1%+7.5% pts

FCF margin

-5.0%+1.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$254.61B$254.61B$219.32B$184.99B$174.10B
Net Income$20.66B$20.66B$36.87B$695.1M$998.6M
EBITDA$48.68B$48.68B$63.96B$17.84B$16.70B
EPS824.00824.001538.0047.0067.00
Gross Margin21.7%21.7%28.3%18.4%21.0%
Operating Margin8.1%8.1%13.4%3.4%6.9%
Net Margin8.1%8.1%16.8%0.4%0.6%
Balance Sheet
Debt/Equity1.321.321.361.481.56
Cash Flow
Free Cash Flow$-12.84B$-12.84B$-77.02B$-100.35B$-10.67B
Returns
ROE8.1%8.1%16.3%0.4%0.8%
Valuation
P/E152.91152.9149.741819.151183.58
EV/EBITDA43.8843.8823.2181.4577.86
P/B7.447.445.558.159.94
Growth & Yield
Revenue Growth16.1%16.1%18.6%6.3%—
EPS Growth-46.4%-46.4%3172.3%-29.9%—

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

138.5%

muy exigente

EPS terminal req.

$11180.40

Spread vs growth

-184.9%

5Y implied EPS CAGR

75.0%

muy exigente

EPS terminal req.

$13528.28

Spread vs growth

-121.4%

10Y implied EPS CAGR

38.7%

muy exigente

EPS terminal req.

$21787.44

Spread vs growth

-85.2%

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 +92.2%

Total return

+92.2%

Start / end P/E

47.8x → 171.5x

EPS bridge

1538.00 → 824.00

Residual

-120.2%

EPS growth-46.4%
Multiple rerating+258.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-120.2%

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.