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v0.1
094970.KQ$2870.00-1.03%
Fair $2870.00+0.0%

094970.KQ

JMT Co.,Ltd.

Unknown / UnknownKOSDAQ

$2870.00

-30.00 (-1.03%)

Fairly Valued+0.0%Fair Value $2870.00Fund rank 28/100 · Data gapFallback financials|
SA 62/B
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 19%

FCF escenarios

weak_data · normalized FCF $-318.7M · quality 47.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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: 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 · 094970.KQLocal privado en este navegador · JMT 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

$48.0B

P/E

3.4x

↓

EV/EBITDA

1.5x

↓

ROE

9.9%

↑

Gross Margin

13.7%

↓

Debt/Equity

0.08

↓
52-Week Range$2870
$2195$4275

TradingView lightweight chart

094970.KQ price, volumen y niveles de valoración

Último $2,870Periodo +0.8%
Fair value: $2,870

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

+30.3%

FCF CAGR

—

FCF margin

-0.2%

FCF / Net income

-0.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $200.22B · net income $14.26B · FCF $-318.7M

2022-FY → 2025-FY

Gross margin

13.7%-18.8% pts

Operating margin

6.6%-15.5% pts

Net margin

7.1%-25.3% pts

FCF margin

-0.2%-19.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$200.22B$200.22B$164.02B$122.74B$90.60B
Net Income$14.26B$14.26B$8.91B$22.55B$29.42B
EBITDA$30.12B$30.12B$24.30B$35.72B$28.89B
EPS853.00853.00533.001349.001760.00
Gross Margin13.7%13.7%11.4%22.6%32.5%
Operating Margin6.6%6.6%3.2%12.1%22.1%
Net Margin7.1%7.1%5.4%18.4%32.5%
Balance Sheet
Debt/Equity0.080.080.040.05—
Cash Flow
Free Cash Flow$-318.7M$-318.7M$-16.76B$32.84B$17.80B
Returns
ROE9.9%9.9%6.5%18.4%28.4%
Valuation
P/E3.363.365.543.291.78
EV/EBITDA1.481.481.601.841.76
P/B0.330.330.360.610.50
Growth & Yield
Revenue Growth22.1%22.1%33.6%35.5%—
EPS Growth60.0%60.0%-60.5%-23.4%—

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

-33.2%

fácil

EPS terminal req.

$254.66

Spread vs growth

93.2%

5Y implied EPS CAGR

-18.4%

fácil

EPS terminal req.

$308.14

Spread vs growth

78.5%

10Y implied EPS CAGR

-5.3%

fácil

EPS terminal req.

$496.27

Spread vs growth

65.3%

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 +24.2%

Total return

+24.2%

Start / end P/E

4.3x → 3.4x

EPS bridge

533.00 → 853.00

Residual

-13.4%

EPS growth+60.0%
Multiple rerating-22.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.4%

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.