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v0.1
092730.KQ$17200.00-2.64%
Fair $17200.00+0.0%

092730.KQ

NeoPharm CO., LTD.

Unknown / UnknownKOSDAQ

$17200.00

-470.00 (-2.64%)

Fairly Valued+0.0%Fair Value $17200.00Fund rank 35/100 · Data gapFallback financials|
SA 53/C
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $15.6B · quality 69.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

53/100

C

Piotroski

5/9

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 · 092730.KQLocal privado en este navegador · NeoPharm 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

$269.0B

P/E

N/A

•

EV/EBITDA

6.9x

↓

ROE

14.2%

↑

Gross Margin

65.4%

↑

Debt/Equity

0.01

↓
52-Week Range$17200
$13080$22650

TradingView lightweight chart

092730.KQ price, volumen y niveles de valoración

Último $17,350Periodo -41.9%
Fair value: $17,200

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

+15.8%

FCF CAGR

+15.9%

FCF margin

20.4%

FCF / Net income

0.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $132.18B · net income $27.82B · FCF $26.99B

2022-FY → 2025-FY

Gross margin

65.4%-3.3% pts

Operating margin

21.8%-3.4% pts

Net margin

21.0%+1.0% pts

FCF margin

20.4%+0.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$132.18B$132.18B$119.01B$97.10B$85.03B
Net Income$27.82B$27.82B$23.06B$23.21B$17.03B
EBITDA$35.46B$35.46B$33.40B$31.07B$24.95B
EPS——1475.00742.001088.50
Gross Margin65.4%65.4%62.2%67.3%68.7%
Operating Margin21.8%21.8%20.7%26.1%25.2%
Net Margin21.0%21.0%19.4%23.9%20.0%
Balance Sheet
Debt/Equity0.010.010.000.010.00
Cash Flow
Free Cash Flow$26.99B$26.99B$15.55B$2.43B$17.35B
Returns
ROE14.2%14.2%13.0%14.5%12.0%
Valuation
P/E——7.8636.2517.55
EV/EBITDA6.896.894.9113.1911.56
P/B1.381.381.032.632.10
Growth & Yield
Revenue Growth11.1%11.1%22.6%14.2%—
EPS Growth——98.8%-31.8%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +30.6%

Total return

+30.6%

Start / end P/E

n/dx → n/dx

EPS bridge

1475.00 → n/d

Residual

+30.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+30.6%

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.