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108320.KS$55400.00+5.32%
Fair $55400.00+0.0%

108320.KS

LX Semicon Co., Ltd.

Technology / SemiconductorsKSE

$55400.00

+2800.00 (+5.32%)

Fairly Valued+0.0%Fair Value $55400.00Fund rank 29/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9
Declining Revenue

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 19%

FCF escenarios

weak_data · normalized FCF $107.9B · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

42/100

C

Piotroski

4/9

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. Revenue has declined for 3 consecutive years
Thesis & Journal · 108320.KSLocal privado en este navegador · LX Semicon 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

$901.0B

P/E

10.9x

↓

EV/EBITDA

5.1x

↓

ROE

7.3%

↑

Gross Margin

31.9%

↓

Debt/Equity

0.03

↓
52-Week Range$55400
$47000$68000

TradingView lightweight chart

108320.KS price, volumen y niveles de valoración

Último $55,400Periodo +95.3%
Fair value: $55,400

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

-8.2%

FCF CAGR

—

FCF margin

6.6%

FCF / Net income

1.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.64T · net income $82.63B · FCF $107.94B

2022-FY → 2025-FY

Gross margin

31.9%+0.0% pts

Operating margin

6.6%-8.0% pts

Net margin

5.0%-6.0% pts

FCF margin

6.6%+14.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1639.07B$1639.07B$1865.62B$1901.44B$2119.35B
Net Income$82.63B$82.63B$130.51B$101.20B$233.69B
EBITDA$147.49B$147.49B$203.16B$156.12B$334.99B
EPS5081.005081.008024.006222.0014368.00
Gross Margin31.9%31.9%33.0%28.1%31.9%
Operating Margin6.6%6.6%9.0%6.8%14.7%
Net Margin5.0%5.0%7.0%5.3%11.0%
Balance Sheet
Debt/Equity0.030.030.030.020.02
Current Ratio3.373.37———
Cash Flow
Free Cash Flow$107.94B$107.94B$126.83B$49.74B$-161.09B
Returns
ROE7.3%7.3%12.1%10.4%24.6%
Valuation
P/E10.9010.907.2013.105.11
EV/EBITDA5.125.123.637.453.05
P/B0.800.800.871.361.26
Growth & Yield
Revenue Growth-12.1%-12.1%-1.9%-10.3%—
EPS Growth-36.7%-36.7%29.0%-56.7%—
Dividend Yield2.7%2.7%———

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

-1.1%

fácil

EPS terminal req.

$4915.83

Spread vs growth

-35.6%

5Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$5948.15

Spread vs growth

-39.9%

10Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$9579.56

Spread vs growth

-43.2%

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 -6.8%

Total return

-6.8%

Start / end P/E

7.6x → 10.9x

EPS bridge

8024.00 → 5081.00

Residual

-15.8%

EPS growth-36.7%
Multiple rerating+43.0%
Dividend+2.7%
Residual / FX / buybacks / cross-term-15.8%

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.