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098070.KQ$32750.00-6.03%
Fair $32750.00+0.0%

098070.KQ

098070.KQ

Industrials / Specialty Industrial MachineryKOSDAQ

$32750.00

-2100.00 (-6.03%)

Fairly Valued+0.0%Fair Value $32750.00Fund rank 32/100 · Data gapFallback financials|
SA 57/C
F-Score: 6/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $26.1B · quality 56.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

57/100

C

Piotroski

6/9

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 · 098070.KQLocal privado en este navegador · 098070.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

$364.2B

P/E

11.4x

↓

EV/EBITDA

7.5x

↓

ROE

18.9%

↑

Gross Margin

30.4%

↑

Debt/Equity

0.08

↓
52-Week Range$32750
$28300$62200

TradingView lightweight chart

098070.KQ price, volumen y niveles de valoración

Último $32,750Periodo +24.1%
Fair value: $32,750

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

+8.0%

FCF CAGR

+21.9%

FCF margin

33.7%

FCF / Net income

1.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $171.90B · net income $30.77B · FCF $58.01B

2022-FY → 2025-FY

Gross margin

30.4%+17.0% pts

Operating margin

22.2%+15.9% pts

Net margin

17.9%+11.8% pts

FCF margin

33.7%+10.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$171.90B$171.90B$155.88B$178.62B$136.42B
Net Income$30.77B$30.77B$26.30B$14.87B$8.29B
EBITDA$41.94B$41.94B$27.88B$21.03B$13.18B
EPS2881.002881.002981.001685.0094.00
Gross Margin30.4%30.4%20.4%13.8%13.4%
Operating Margin22.2%22.2%10.8%8.5%6.3%
Net Margin17.9%17.9%16.9%8.3%6.1%
Balance Sheet
Debt/Equity0.080.080.450.640.82
Current Ratio2.162.16———
Cash Flow
Free Cash Flow$58.01B$58.01B$26.05B$-20.25B$32.03B
Returns
ROE18.9%18.9%23.5%16.7%11.1%
Valuation
P/E11.3711.37———
EV/EBITDA7.527.52———
P/B2.152.15———
Growth & Yield
Revenue Growth10.3%10.3%-12.7%30.9%—
EPS Growth-3.4%-3.4%76.9%1692.6%—
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

0.3%

fácil

EPS terminal req.

$2906.02

Spread vs growth

-3.6%

5Y implied EPS CAGR

4.1%

fácil

EPS terminal req.

$3516.28

Spread vs growth

-7.4%

10Y implied EPS CAGR

7.0%

razonable

EPS terminal req.

$5663.00

Spread vs growth

-10.3%

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 +9.3%

Total return

+9.3%

Start / end P/E

10.1x → 11.4x

EPS bridge

2981.00 → 2881.00

Residual

-0.4%

EPS growth-3.4%
Multiple rerating+12.0%
Dividend+1.1%
Residual / FX / buybacks / cross-term-0.4%

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.