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v0.1
080160.KQ$9240.00-3.55%
Fair $9240.00+0.0%

080160.KQ

Modetour Network Inc.

Unknown / UnknownKOSDAQ

$9240.00

-340.00 (-3.55%)

Fairly Valued+0.0%Fair Value $9240.00Fund rank 34/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $27.2B · quality 55.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

48/100

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: 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 · 080160.KQLocal privado en este navegador · Modetour Network Inc.
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

$174.6B

P/E

11.1x

↑

EV/EBITDA

9.9x

↑

ROE

15.7%

↑

Gross Margin

75.5%

↑

Debt/Equity

0.29

↑
52-Week Range$9240
$9200$17500

TradingView lightweight chart

080160.KQ price, volumen y niveles de valoración

Último $9,240Periodo +105.5%
Fair value: $9,240

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

+92.6%

FCF CAGR

-20.8%

FCF margin

12.9%

FCF / Net income

1.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $210.41B · net income $14.50B · FCF $27.22B

2022-FY → 2025-FY

Gross margin

75.5%+5.2% pts

Operating margin

3.5%+78.4% pts

Net margin

6.9%+61.8% pts

FCF margin

12.9%-172.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$210.41B$210.41B$250.46B$178.58B$29.45B
Net Income$14.50B$14.50B$10.86B$10.28B$-16.18B
EBITDA$15.49B$15.49B$17.93B$12.85B$-16.58B
EPS836.00836.00603.17574.08-903.78
Gross Margin75.5%75.5%65.0%83.0%70.3%
Operating Margin3.5%3.5%2.0%6.5%-74.9%
Net Margin6.9%6.9%4.3%5.8%-55.0%
Balance Sheet
Debt/Equity0.290.290.400.391.79
Cash Flow
Free Cash Flow$27.22B$27.22B$13.05B$38.39B$54.71B
Returns
ROE15.7%15.7%15.3%14.6%-29.0%
Valuation
P/E11.0511.0516.3327.30—
EV/EBITDA9.949.949.2721.27—
P/B1.731.732.493.985.92
Growth & Yield
Revenue Growth-16.0%-16.0%40.2%506.4%—
EPS Growth38.6%38.6%5.1%163.5%—

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

-0.6%

fácil

EPS terminal req.

$819.90

Spread vs growth

39.2%

5Y implied EPS CAGR

3.5%

fácil

EPS terminal req.

$992.07

Spread vs growth

35.1%

10Y implied EPS CAGR

6.7%

razonable

EPS terminal req.

$1597.75

Spread vs growth

31.9%

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 -14.6%

Total return

-14.6%

Start / end P/E

17.9x → 11.1x

EPS bridge

603.17 → 836.00

Residual

-14.8%

EPS growth+38.6%
Multiple rerating-38.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-14.8%

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.