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v0.1
089890.KQ$34800.00-3.87%
Fair $34800.00+0.0%

089890.KQ

KOSES Co.,Ltd

Unknown / UnknownKOSDAQ

$34800.00

-1400.00 (-3.87%)

Fairly Valued+0.0%Fair Value $34800.00Fund rank 26/100 · Data gapFallback financials|
SA 50/C
F-Score: 8/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $12.9B · quality 43.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

50/100

C

Piotroski

8/9

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 · 089890.KQLocal privado en este navegador · KOSES 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

$555.8B

P/E

42.1x

↑

EV/EBITDA

30.4x

↑

ROE

17.8%

↑

Gross Margin

32.0%

↑

Debt/Equity

0.00

↓
52-Week Range$34800
$6580$51400

TradingView lightweight chart

089890.KQ price, volumen y niveles de valoración

Último $34,800Periodo +656.5%
Fair value: $34,800

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

+4.1%

FCF CAGR

+7.1%

FCF margin

18.3%

FCF / Net income

1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $82.38B · net income $13.20B · FCF $15.11B

2022-FY → 2025-FY

Gross margin

32.0%+7.9% pts

Operating margin

21.1%+9.4% pts

Net margin

16.0%+5.2% pts

FCF margin

18.3%+1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$82.38B$82.38B$69.18B$95.65B$72.93B
Net Income$13.20B$13.20B$-197.2M$6.96B$7.88B
EBITDA$17.90B$17.90B$1.49B$10.34B$11.10B
EPS827.00827.00-12.00420.00475.00
Gross Margin32.0%32.0%8.4%17.9%24.1%
Operating Margin21.1%21.1%-7.6%8.4%11.7%
Net Margin16.0%16.0%-0.3%7.3%10.8%
Balance Sheet
Debt/Equity0.000.000.160.210.03
Cash Flow
Free Cash Flow$15.11B$15.11B$12.89B$-15.52B$12.31B
Returns
ROE17.8%17.8%-0.3%10.5%13.1%
Valuation
P/E42.0842.08—27.8620.38
EV/EBITDA30.4030.4077.4819.7213.80
P/B7.517.511.892.922.68
Growth & Yield
Revenue Growth19.1%19.1%-27.7%31.2%—
EPS Growth6991.7%6991.7%-102.9%-11.6%—

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

55.1%

muy exigente

EPS terminal req.

$3087.92

Spread vs growth

6936.5%

5Y implied EPS CAGR

35.2%

muy exigente

EPS terminal req.

$3736.38

Spread vs growth

6956.5%

10Y implied EPS CAGR

22.0%

exigente

EPS terminal req.

$6017.48

Spread vs growth

6969.7%

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 +395.7%

Total return

+395.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-12.00 → 827.00

Residual

+395.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+395.7%

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.