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099440.KQ$3610.00+5.87%
Fair $3610.00+0.0%

099440.KQ

Smec Co.,Ltd

Industrials / Specialty Industrial MachineryKOSDAQ

$3610.00

+200.00 (+5.87%)

Fairly Valued+0.0%Fair Value $3610.00Fund rank 22/100 · Data gapFallback financials|
SA 19/F
F-Score: 1/9
Low 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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-2.7B · quality 28.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

19/100

F

Piotroski

1/9

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. ROE is -22.0%, below the 5% threshold
Thesis & Journal · 099440.KQLocal privado en este navegador · Smec 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

$235.7B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-22.0%

↓

Gross Margin

16.8%

↓

Debt/Equity

1.80

↑
52-Week Range$3610
$1993$8340

TradingView lightweight chart

099440.KQ price, volumen y niveles de valoración

Último $3,610Periodo -52.1%
Fair value: $3,610

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

-1.2%

FCF CAGR

—

FCF margin

-1.8%

FCF / Net income

0.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $153.59B · net income $-21.49B · FCF $-2.71B

2022-FY → 2025-FY

Gross margin

16.8%-4.1% pts

Operating margin

-10.9%-18.3% pts

Net margin

-14.0%-20.1% pts

FCF margin

-1.8%-6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$153.59B$153.59B$201.30B$176.63B$159.47B
Net Income$-21.49B$-21.49B$22.13B$16.68B$9.68B
EBITDA$-11.25B$-11.25B$35.00B$25.50B$18.66B
EPS-424.00-424.00484.10387.93256.72
Gross Margin16.8%16.8%27.6%25.2%20.9%
Operating Margin-10.9%-10.9%11.9%12.5%7.4%
Net Margin-14.0%-14.0%11.0%9.4%6.1%
Balance Sheet
Debt/Equity1.801.801.010.660.97
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$-2.71B$-2.71B$-19.12B$940.3M$7.78B
Returns
ROE-22.0%-22.0%17.1%15.6%12.9%
Valuation
P/E——7.5311.256.86
EV/EBITDA——7.609.567.00
P/B1.881.881.291.760.89
Growth & Yield
Revenue Growth-23.7%-23.7%14.0%10.8%—
EPS Growth-187.6%-187.6%24.8%51.1%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +54.3%

Total return

+54.3%

Start / end P/E

n/dx → n/dx

EPS bridge

484.10 → -424.00

Residual

+54.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+54.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.