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086670.KQ$13940.00-2.31%
Fair $13940.00+0.0%

086670.KQ

BMT Co., Ltd.

Unknown / UnknownKOSDAQ

$13940.00

-330.00 (-2.31%)

Fairly Valued+0.0%Fair Value $13940.00Fund rank 24/100 · Data gapFallback financials|
SA 52/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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-834.6M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

52/100

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 · 086670.KQLocal privado en este navegador · BMT 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

$135.3B

P/E

7.2x

↓

EV/EBITDA

6.1x

↓

ROE

12.7%

↑

Gross Margin

24.8%

↓

Debt/Equity

0.62

↑
52-Week Range$13940
$9040$22200

TradingView lightweight chart

086670.KQ price, volumen y niveles de valoración

Último $13,940Periodo +68.4%
Fair value: $13,940

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

+1.1%

FCF CAGR

—

FCF margin

-0.6%

FCF / Net income

-0.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $146.99B · net income $19.01B · FCF $-834.6M

2022-FY → 2025-FY

Gross margin

24.8%-3.2% pts

Operating margin

10.4%-5.8% pts

Net margin

12.9%+2.4% pts

FCF margin

-0.6%+23.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$146.99B$146.99B$132.81B$149.61B$142.09B
Net Income$19.01B$19.01B$4.12B$16.85B$15.00B
EBITDA$32.66B$32.66B$16.35B$27.38B$25.46B
EPS1931.001931.00451.001691.001605.00
Gross Margin24.8%24.8%24.4%25.2%28.0%
Operating Margin10.4%10.4%4.9%11.7%16.2%
Net Margin12.9%12.9%3.1%11.3%10.6%
Balance Sheet
Debt/Equity0.620.620.890.920.96
Cash Flow
Free Cash Flow$-834.6M$-834.6M$7.93B$-19.62B$-33.86B
Returns
ROE12.7%12.7%3.3%13.9%14.1%
Valuation
P/E7.227.2216.618.108.79
EV/EBITDA6.156.1510.728.759.06
P/B0.920.920.561.131.24
Growth & Yield
Revenue Growth10.7%10.7%-11.2%5.3%—
EPS Growth328.2%328.2%-73.3%5.4%—

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

-13.8%

fácil

EPS terminal req.

$1236.94

Spread vs growth

342.0%

5Y implied EPS CAGR

-5.0%

fácil

EPS terminal req.

$1496.70

Spread vs growth

333.1%

10Y implied EPS CAGR

2.2%

fácil

EPS terminal req.

$2410.45

Spread vs growth

325.9%

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 +53.0%

Total return

+53.0%

Start / end P/E

20.2x → 7.2x

EPS bridge

451.00 → 1931.00

Residual

-210.9%

EPS growth+328.2%
Multiple rerating-64.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-210.9%

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.