StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
084850.KQ$12130.00-2.53%
Fair $12130.00+0.0%

084850.KQ

ITM Semiconductor Co., Ltd.

Technology / SemiconductorsKOSDAQ

$12130.00

-320.00 (-2.53%)

Fairly Valued+0.0%Fair Value $12130.00Fund rank 17/100 · Data gapFallback financials|
SA 12/F
F-Score: 3/9
High DebtLow 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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $3.1B · quality 13.7/100

Data gap 17/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

12/100

F

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Debt-to-Equity ratio is 3.30, above the 2.0 threshold ROE is -98.9%, below the 5% threshold
Thesis & Journal · 084850.KQLocal privado en este navegador · ITM Semiconductor 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

$251.0B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-98.9%

↓

Gross Margin

10.4%

↓

Debt/Equity

3.30

↑
52-Week Range$12130
$8620$19620

TradingView lightweight chart

084850.KQ price, volumen y niveles de valoración

Último $12,350Periodo -50.0%
Fair value: $12,130

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

-1.6%

FCF CAGR

—

FCF margin

0.5%

FCF / Net income

-0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $603.11B · net income $-93.56B · FCF $3.15B

2022-FY → 2025-FY

Gross margin

10.4%+1.5% pts

Operating margin

-1.2%+1.4% pts

Net margin

-15.5%-12.1% pts

FCF margin

0.5%+13.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$603.11B$603.11B$647.91B$580.54B$633.48B
Net Income$-93.56B$-93.56B$1.22B$-33.00B$-21.34B
EBITDA$-21.63B$-21.63B$82.75B$43.54B$43.69B
EPS-4522.00-4522.0056.00-1570.00-966.00
Gross Margin10.4%10.4%11.3%8.5%8.9%
Operating Margin-1.2%-1.2%0.4%-2.6%-2.6%
Net Margin-15.5%-15.5%0.2%-5.7%-3.4%
Balance Sheet
Debt/Equity3.303.301.571.671.87
Current Ratio0.500.50———
Cash Flow
Free Cash Flow$3.15B$3.15B$-3.87B$22.21B$-82.92B
Returns
ROE-98.9%-98.9%0.6%-17.7%-10.8%
Valuation
P/E——230.89——
EV/EBITDA——6.9019.6921.45
P/B2.652.651.453.123.05
Growth & Yield
Revenue Growth-6.9%-6.9%11.6%-8.4%—
EPS Growth-8175.0%-8175.0%103.6%-62.5%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +2.1%

Total return

+2.1%

Start / end P/E

n/dx → n/dx

EPS bridge

56.00 → -4522.00

Residual

+2.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+2.1%

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.