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095570.KS$4380.00+0.23%
Fair $4380.00+0.0%

095570.KS

AJ Networks Co.,Ltd.

Industrials / Rental & Leasing ServicesKSE

$4380.00

+10.00 (+0.23%)

Fairly Valued+0.0%Fair Value $4380.00Fund rank 18/100 · Data gapFallback financials|
SA 38/D
F-Score: 7/9
High Debt

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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $-70.6B · quality 23.0/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

38/100

D

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. Debt-to-Equity ratio is 2.64, above the 2.0 threshold
Thesis & Journal · 095570.KSLocal privado en este navegador · AJ Networks 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

$196.0B

P/E

6.9x

↓

EV/EBITDA

5.0x

↓

ROE

6.2%

↑

Gross Margin

56.2%

↑

Debt/Equity

2.64

↑
52-Week Range$4380
$3570$5570

TradingView lightweight chart

095570.KS price, volumen y niveles de valoración

Último $4,380Periodo -38.3%
Fair value: $4,380

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

-3.6%

FCF CAGR

—

FCF margin

0.8%

FCF / Net income

0.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.07T · net income $28.40B · FCF $8.14B

2022-FY → 2025-FY

Gross margin

56.2%+12.7% pts

Operating margin

6.7%+0.3% pts

Net margin

2.7%+1.9% pts

FCF margin

0.8%+1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1070.11B$1070.11B$964.64B$936.53B$1193.65B
Net Income$28.40B$28.40B$21.75B$16.52B$8.89B
EBITDA$248.28B$248.28B$268.05B$257.72B$222.24B
EPS635.00635.00485.00367.00199.00
Gross Margin56.2%56.2%51.1%51.2%43.5%
Operating Margin6.7%6.7%7.9%8.4%6.4%
Net Margin2.7%2.7%2.3%1.8%0.7%
Balance Sheet
Debt/Equity2.642.642.622.552.63
Current Ratio0.470.47———
Cash Flow
Free Cash Flow$8.14B$8.14B$-70.62B$-94.95B$-13.03B
Returns
ROE6.2%6.2%4.9%3.9%2.4%
Valuation
P/E6.906.908.9914.3928.74
EV/EBITDA5.015.014.664.594.85
P/B0.430.430.440.570.70
Growth & Yield
Revenue Growth10.9%10.9%3.0%-21.5%—
EPS Growth30.9%30.9%32.2%84.4%—
Dividend Yield9.4%9.4%———

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

-15.1%

fácil

EPS terminal req.

$388.65

Spread vs growth

46.0%

5Y implied EPS CAGR

-5.8%

fácil

EPS terminal req.

$470.27

Spread vs growth

36.8%

10Y implied EPS CAGR

1.8%

fácil

EPS terminal req.

$757.37

Spread vs growth

29.1%

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 +29.4%

Total return

+29.4%

Start / end P/E

7.5x → 6.9x

EPS bridge

485.00 → 635.00

Residual

-2.6%

EPS growth+30.9%
Multiple rerating-8.3%
Dividend+9.4%
Residual / FX / buybacks / cross-term-2.6%

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.