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092070.KQ$17900.00-3.77%
Fair $17900.00+0.0%

092070.KQ

DNF Co.,Ltd.

Unknown / UnknownKOSDAQ

$17900.00

-720.00 (-3.77%)

Fairly Valued+0.0%Fair Value $17900.00Fund rank 31/100 · Data gapFallback financials|
SA 49/C
F-Score: 6/9
Low 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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $9.8B · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

49/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 0.8%, below the 5% threshold
Thesis & Journal · 092070.KQLocal privado en este navegador · DNF 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

$201.0B

P/E

164.2x

↑

EV/EBITDA

25.2x

↑

ROE

0.8%

↓

Gross Margin

21.2%

↓

Debt/Equity

0.00

↓
52-Week Range$17900
$9990$26000

TradingView lightweight chart

092070.KQ price, volumen y niveles de valoración

Último $18,380Periodo +199.7%
Fair value: $17,900

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

-16.3%

FCF CAGR

—

FCF margin

13.9%

FCF / Net income

8.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $79.13B · net income $1.24B · FCF $11.02B

2022-FY → 2025-FY

Gross margin

21.2%-7.1% pts

Operating margin

-0.9%-12.9% pts

Net margin

1.6%-2.7% pts

FCF margin

13.9%+27.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$79.13B$79.13B$73.95B$84.23B$135.18B
Net Income$1.24B$1.24B$630.9M$9.34B$5.77B
EBITDA$7.50B$7.50B$5.62B$16.60B$16.39B
EPS109.00109.0055.00807.00499.00
Gross Margin21.2%21.2%22.8%19.0%28.3%
Operating Margin-0.9%-0.9%-1.4%-3.4%12.1%
Net Margin1.6%1.6%0.9%11.1%4.3%
Balance Sheet
Debt/Equity0.000.000.000.040.13
Cash Flow
Free Cash Flow$11.02B$11.02B$9.78B$-14.71B$-18.42B
Returns
ROE0.8%0.8%0.4%6.0%3.8%
Valuation
P/E164.22164.22170.7328.3828.06
EV/EBITDA25.2125.2118.2415.9610.60
P/B1.361.360.701.711.07
Growth & Yield
Revenue Growth7.0%7.0%-12.2%-37.7%—
EPS Growth98.2%98.2%-93.2%61.7%—

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

144.3%

muy exigente

EPS terminal req.

$1588.33

Spread vs growth

-46.1%

5Y implied EPS CAGR

77.5%

muy exigente

EPS terminal req.

$1921.88

Spread vs growth

20.7%

10Y implied EPS CAGR

39.7%

muy exigente

EPS terminal req.

$3095.20

Spread vs growth

58.4%

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 +82.5%

Total return

+82.5%

Start / end P/E

183.1x → 168.6x

EPS bridge

55.00 → 109.00

Residual

-7.8%

EPS growth+98.2%
Multiple rerating-7.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.8%

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.