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v0.1
091700.KQ$6680.00-1.62%
Fair $6680.00+0.0%

091700.KQ

Partron Co., Ltd.

Unknown / UnknownKOSDAQ

$6680.00

-110.00 (-1.62%)

Fairly Valued+0.0%Fair Value $6680.00Fund rank 33/100 · Data gapFallback financials|
SA 39/D
F-Score: 3/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $50.9B · quality 64.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

39/100

D

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: 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 · 091700.KQLocal privado en este navegador · Partron 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

$330.5B

P/E

9.9x

↑

EV/EBITDA

3.2x

↓

ROE

6.6%

↑

Gross Margin

10.8%

↓

Debt/Equity

0.09

↓
52-Week Range$6680
$6230$8730

TradingView lightweight chart

091700.KQ price, volumen y niveles de valoración

Último $6,680Periodo +405.1%
Fair value: $6,680

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

+3.4%

FCF CAGR

+5.8%

FCF margin

0.9%

FCF / Net income

0.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.35T · net income $33.70B · FCF $11.51B

2022-FY → 2025-FY

Gross margin

10.8%-1.1% pts

Operating margin

3.3%-1.4% pts

Net margin

2.5%-0.7% pts

FCF margin

0.9%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1349.53B$1349.53B$1486.42B$1172.41B$1221.91B
Net Income$33.70B$33.70B$53.45B$28.84B$38.53B
EBITDA$102.16B$102.16B$130.76B$99.01B$114.80B
EPS674.00674.001030.00539.00700.00
Gross Margin10.8%10.8%11.2%11.0%11.9%
Operating Margin3.3%3.3%4.2%3.6%4.7%
Net Margin2.5%2.5%3.6%2.5%3.2%
Balance Sheet
Debt/Equity0.090.090.090.060.18
Cash Flow
Free Cash Flow$11.51B$11.51B$61.83B$50.92B$9.73B
Returns
ROE6.6%6.6%10.6%6.1%8.1%
Valuation
P/E9.919.916.7815.2111.86
EV/EBITDA3.183.182.534.174.03
P/B0.650.650.720.930.97
Growth & Yield
Revenue Growth-9.2%-9.2%26.8%-4.1%—
EPS Growth-34.6%-34.6%91.1%-23.0%—

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

-4.2%

fácil

EPS terminal req.

$592.74

Spread vs growth

-30.4%

5Y implied EPS CAGR

1.3%

fácil

EPS terminal req.

$717.21

Spread vs growth

-35.8%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$1155.08

Spread vs growth

-40.1%

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 +1.2%

Total return

+1.2%

Start / end P/E

6.4x → 9.9x

EPS bridge

1030.00 → 674.00

Residual

-18.9%

EPS growth-34.6%
Multiple rerating+54.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-18.9%

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.