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v0.1
104460.KQ$9750.00-5.80%
Fair $9750.00+0.0%

104460.KQ

DYPNF Co.,Ltd

Unknown / UnknownKOSDAQ

$9750.00

-600.00 (-5.80%)

Fairly Valued+0.0%Fair Value $9750.00Fund rank 26/100 · Data gapFallback financials|
SA 50/C
F-Score: 5/9

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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $5.1B · quality 44.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

50/100

C

Piotroski

5/9

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 · 104460.KQLocal privado en este navegador · DYPNF 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

$92.3B

P/E

3.6x

↓

EV/EBITDA

3.0x

↓

ROE

16.9%

↑

Gross Margin

14.4%

↓

Debt/Equity

0.25

↑
52-Week Range$9750
$9510$21000

TradingView lightweight chart

104460.KQ price, volumen y niveles de valoración

Último $9,750Periodo -29.2%
Fair value: $9,750

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

+51.9%

FCF CAGR

—

FCF margin

-7.8%

FCF / Net income

-1.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $396.26B · net income $25.38B · FCF $-30.84B

2022-FY → 2025-FY

Gross margin

14.4%+12.2% pts

Operating margin

7.2%+17.6% pts

Net margin

6.4%+16.3% pts

FCF margin

-7.8%-12.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$396.26B$396.26B$281.02B$144.06B$113.11B
Net Income$25.38B$25.38B$18.18B$5.70B$-11.20B
EBITDA$35.38B$35.38B$29.32B$11.37B$-10.52B
EPS2703.002703.001881.00590.00-1159.00
Gross Margin14.4%14.4%19.0%16.7%2.2%
Operating Margin7.2%7.2%8.8%5.8%-10.4%
Net Margin6.4%6.4%6.5%4.0%-9.9%
Balance Sheet
Debt/Equity0.250.250.420.560.49
Cash Flow
Free Cash Flow$-30.84B$-30.84B$5.07B$35.72B$5.20B
Returns
ROE16.9%16.9%14.2%5.1%-10.5%
Valuation
P/E3.613.616.7339.07—
EV/EBITDA3.013.014.0320.10—
P/B0.610.610.951.993.74
Growth & Yield
Revenue Growth41.0%41.0%95.1%27.4%—
EPS Growth43.7%43.7%218.8%150.9%—

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

-31.6%

fácil

EPS terminal req.

$865.15

Spread vs growth

75.3%

5Y implied EPS CAGR

-17.3%

fácil

EPS terminal req.

$1046.83

Spread vs growth

61.0%

10Y implied EPS CAGR

-4.6%

fácil

EPS terminal req.

$1685.93

Spread vs growth

48.3%

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 -44.2%

Total return

-44.2%

Start / end P/E

9.3x → 3.6x

EPS bridge

1881.00 → 2703.00

Residual

-26.7%

EPS growth+43.7%
Multiple rerating-61.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-26.7%

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.