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096250.KQ$7640.00-7.21%
Fair $7640.00+0.0%

096250.KQ

096250.KQ

Technology / Software - InfrastructureKOSDAQ

$7640.00

-620.00 (-7.21%)

Fairly Valued+0.0%Fair Value $7640.00Fund rank 28/100 · Data gapFallback financials|
SA 35/D
F-Score: 2/9
Declining RevenueLow 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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $3.3B · quality 46.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

35/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 2.6%, below the 5% threshold
Thesis & Journal · 096250.KQLocal privado en este navegador · 096250.KQ
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

$100.1B

P/E

57.0x

↑

EV/EBITDA

93.6x

↑

ROE

2.6%

↓

Gross Margin

51.0%

↑

Debt/Equity

0.01

↓
52-Week Range$7640
$7980$20200

TradingView lightweight chart

096250.KQ price, volumen y niveles de valoración

Último $7,980Periodo -26.1%
Fair value: $7,640

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

+0.3%

FCF CAGR

—

FCF margin

-7.0%

FCF / Net income

-1.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $34.73B · net income $1.75B · FCF $-2.42B

2022-FY → 2025-FY

Gross margin

51.0%+12.9% pts

Operating margin

0.3%-8.5% pts

Net margin

5.0%+22.2% pts

FCF margin

-7.0%-23.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$34.73B$34.73B$34.92B$35.17B$34.47B
Net Income$1.75B$1.75B$3.05B$4.27B$-5.90B
EBITDA$920.6M$920.6M$2.29B$3.89B$3.48B
EPS134.00134.00251.00356.00-508.00
Gross Margin51.0%51.0%45.9%49.4%38.2%
Operating Margin0.3%0.3%4.9%9.8%8.8%
Net Margin5.0%5.0%8.7%12.1%-17.1%
Balance Sheet
Debt/Equity0.010.010.000.000.00
Current Ratio8.268.26———
Cash Flow
Free Cash Flow$-2.42B$-2.42B$3.26B$5.80B$5.67B
Returns
ROE2.6%2.6%5.9%8.8%-13.5%
Valuation
P/E57.0157.01———
EV/EBITDA93.5893.58———
P/B1.481.48———
Growth & Yield
Revenue Growth-0.5%-0.5%-0.7%2.0%—
EPS Growth-46.6%-46.6%-29.5%170.1%—
Dividend Yield1.1%1.1%———

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

71.7%

muy exigente

EPS terminal req.

$677.92

Spread vs growth

-118.3%

5Y implied EPS CAGR

43.7%

muy exigente

EPS terminal req.

$820.29

Spread vs growth

-90.3%

10Y implied EPS CAGR

25.7%

muy exigente

EPS terminal req.

$1321.08

Spread vs growth

-72.3%

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 -36.8%

Total return

-36.8%

Start / end P/E

51.2x → 59.6x

EPS bridge

251.00 → 134.00

Residual

-7.7%

EPS growth-46.6%
Multiple rerating+16.4%
Dividend+1.1%
Residual / FX / buybacks / cross-term-7.7%

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.