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089970.KQ$54200.00-2.87%
Fair $54200.00+0.0%

089970.KQ

VM Inc.

Technology / Semiconductor Equipment & MaterialsKOSDAQ

$54200.00

-1600.00 (-2.87%)

Fairly Valued+0.0%Fair Value $54200.00Fund rank 26/100 · Data gapFallback financials|
SA 47/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 18%

FCF escenarios

weak_data · normalized FCF $9.3B · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

47/100

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 · 089970.KQLocal privado en este navegador · VM 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

$1.31T

P/E

47.9x

↑

EV/EBITDA

36.9x

↑

ROE

14.7%

↑

Gross Margin

37.2%

↑

Debt/Equity

0.00

↓
52-Week Range$54200
$10300$72000

TradingView lightweight chart

089970.KQ price, volumen y niveles de valoración

Último $54,200Periodo +579.2%
Fair value: $54,200

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

+0.7%

FCF CAGR

—

FCF margin

6.5%

FCF / Net income

0.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $144.41B · net income $26.13B · FCF $9.33B

2022-FY → 2025-FY

Gross margin

37.2%-4.9% pts

Operating margin

17.1%-4.8% pts

Net margin

18.1%-1.6% pts

FCF margin

6.5%+13.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$144.41B$144.41B$70.28B$26.01B$141.39B
Net Income$26.13B$26.13B$-3.45B$-6.98B$27.88B
EBITDA$30.36B$30.36B$-1.03B$-4.96B$36.85B
EPS1132.001132.00-157.00-323.001290.00
Gross Margin37.2%37.2%33.2%48.7%42.1%
Operating Margin17.1%17.1%-12.2%-42.2%21.9%
Net Margin18.1%18.1%-4.9%-26.8%19.7%
Balance Sheet
Debt/Equity0.000.000.000.010.01
Current Ratio7.697.69———
Cash Flow
Free Cash Flow$9.33B$9.33B$15.96B$-17.31B$-9.45B
Returns
ROE14.7%14.7%-2.8%-5.7%23.6%
Valuation
P/E47.8847.88——8.33
EV/EBITDA36.9336.93——5.04
P/B7.067.061.272.521.97
Growth & Yield
Revenue Growth105.5%105.5%170.2%-81.6%—
EPS Growth821.0%821.0%51.4%-125.0%—

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

62.0%

muy exigente

EPS terminal req.

$4809.35

Spread vs growth

759.1%

5Y implied EPS CAGR

38.7%

muy exigente

EPS terminal req.

$5819.31

Spread vs growth

782.3%

10Y implied EPS CAGR

23.5%

exigente

EPS terminal req.

$9372.06

Spread vs growth

797.5%

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 +320.2%

Total return

+320.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-157.00 → 1132.00

Residual

+320.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+320.2%

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.