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084730.KQ$7210.00-1.77%
Fair $7210.00+0.0%

084730.KQ

THINKWARE Corporation

Technology / Scientific & Technical InstrumentsKOSDAQ

$7210.00

-130.00 (-1.77%)

Fairly Valued+0.0%Fair Value $7210.00Fund rank 29/100 · Data gapFallback financials|
SA 27/D
F-Score: 1/9
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $13.6B · quality 51.3/100

Data gap 29/100
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

27/100

D

Piotroski

1/9

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 -13.4%, below the 5% threshold
Thesis & Journal · 084730.KQLocal privado en este navegador · THINKWARE Corporation
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

$88.3B

P/E

N/A

•

EV/EBITDA

23.2x

↑

ROE

-13.4%

↓

Gross Margin

27.5%

↓

Debt/Equity

0.48

↑
52-Week Range$7210
$6930$10730

TradingView lightweight chart

084730.KQ price, volumen y niveles de valoración

Último $7,210Periodo -40.2%
Fair value: $7,210

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

+16.8%

FCF CAGR

—

FCF margin

-9.2%

FCF / Net income

1.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $536.59B · net income $-25.44B · FCF $-49.49B

2022-FY → 2025-FY

Gross margin

27.5%+4.3% pts

Operating margin

3.0%+1.6% pts

Net margin

-4.7%-5.7% pts

FCF margin

-9.2%+2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$536.59B$536.59B$489.82B$420.62B$336.71B
Net Income$-25.44B$-25.44B$10.93B$15.59B$3.35B
EBITDA$5.38B$5.38B$40.67B$46.85B$25.09B
EPS-2461.00-2461.001015.401448.63344.63
Gross Margin27.5%27.5%30.4%30.2%23.2%
Operating Margin3.0%3.0%5.4%8.4%1.3%
Net Margin-4.7%-4.7%2.2%3.7%1.0%
Balance Sheet
Debt/Equity0.480.480.440.470.53
Current Ratio1.861.86———
Cash Flow
Free Cash Flow$-49.49B$-49.49B$13.57B$51.67B$-37.80B
Returns
ROE-13.4%-13.4%5.2%8.0%1.9%
Valuation
P/E——9.0611.5838.74
EV/EBITDA23.1723.172.483.396.25
P/B0.390.390.470.920.72
Growth & Yield
Revenue Growth9.5%9.5%16.5%24.9%—
EPS Growth-342.4%-342.4%-29.9%320.3%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -21.2%

Total return

-21.2%

Start / end P/E

n/dx → n/dx

EPS bridge

1015.40 → -2461.00

Residual

-21.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-21.2%

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.