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093520.KQ$20900.00-3.46%
Fair $20900.00+0.0%

093520.KQ

MAKUS Inc.

Unknown / UnknownKOSDAQ

$20900.00

-750.00 (-3.46%)

Fairly Valued+0.0%Fair Value $20900.00Fund rank 32/100 · Data gapFallback financials|
SA 62/B
F-Score: 7/9
Margin Compression

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 23%

FCF escenarios

weak_data · normalized FCF $49.3B · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

62/100

B

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 093520.KQLocal privado en este navegador · MAKUS 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

$176.2B

P/E

8.0x

↓

EV/EBITDA

3.5x

↓

ROE

18.3%

↑

Gross Margin

20.8%

↓

Debt/Equity

0.15

↓
52-Week Range$20900
$11620$33850

TradingView lightweight chart

093520.KQ price, volumen y niveles de valoración

Último $20,900Periodo +1293.3%
Fair value: $20,900

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

+5.5%

FCF CAGR

+36.6%

FCF margin

29.4%

FCF / Net income

2.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $227.24B · net income $23.05B · FCF $66.82B

2022-FY → 2025-FY

Gross margin

20.8%-3.0% pts

Operating margin

12.8%-3.4% pts

Net margin

10.1%-1.3% pts

FCF margin

29.4%+15.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$227.24B$227.24B$199.58B$175.41B$193.76B
Net Income$23.05B$23.05B$20.04B$20.24B$22.13B
EBITDA$31.31B$31.31B$27.53B$26.85B$29.12B
EPS2604.002604.001983.001878.001854.00
Gross Margin20.8%20.8%21.0%22.5%23.9%
Operating Margin12.8%12.8%13.5%15.0%16.2%
Net Margin10.1%10.1%10.0%11.5%11.4%
Balance Sheet
Debt/Equity0.150.150.240.410.01
Cash Flow
Free Cash Flow$66.82B$66.82B$49.34B$-51.98B$26.19B
Returns
ROE18.3%18.3%17.7%19.8%23.7%
Valuation
P/E8.038.034.456.264.57
EV/EBITDA3.503.502.525.512.14
P/B1.471.470.791.241.08
Growth & Yield
Revenue Growth13.9%13.9%13.8%-9.5%—
EPS Growth31.3%31.3%5.6%1.3%—

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

-10.7%

fácil

EPS terminal req.

$1854.53

Spread vs growth

42.0%

5Y implied EPS CAGR

-2.9%

fácil

EPS terminal req.

$2243.98

Spread vs growth

34.2%

10Y implied EPS CAGR

3.3%

fácil

EPS terminal req.

$3613.95

Spread vs growth

28.0%

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 +72.2%

Total return

+72.2%

Start / end P/E

6.1x → 8.0x

EPS bridge

1983.00 → 2604.00

Residual

+9.7%

EPS growth+31.3%
Multiple rerating+31.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term+9.7%

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.