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118990.KQ$7250.00-3.59%
Fair $7250.00+0.0%

118990.KQ

Motrex Co., Ltd

Consumer Cyclical / Auto PartsKOSDAQ

$7250.00

-270.00 (-3.59%)

Fairly Valued+0.0%Fair Value $7250.00Fund rank 24/100 · Data gapFallback financials|
SA 30/D
F-Score: 5/9
Margin CompressionLow 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 16%

FCF escenarios

weak_data · normalized FCF $10.1B · quality 31.3/100

Data gap 24/100
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

30/100

D

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: 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. Operating margin has declined for 3 consecutive years ROE is 3.0%, below the 5% threshold
Thesis & Journal · 118990.KQLocal privado en este navegador · Motrex 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

$176.8B

P/E

24.1x

↑

EV/EBITDA

6.2x

↓

ROE

3.0%

↓

Gross Margin

24.5%

↓

Debt/Equity

1.55

↑
52-Week Range$7250
$7060$11570

TradingView lightweight chart

118990.KQ price, volumen y niveles de valoración

Último $7,250Periodo -36.1%
Fair value: $7,250

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

+7.3%

FCF CAGR

+6.8%

FCF margin

4.4%

FCF / Net income

4.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $702.27B · net income $7.40B · FCF $30.59B

2022-FY → 2025-FY

Gross margin

24.5%+1.9% pts

Operating margin

6.0%-4.4% pts

Net margin

1.1%-5.7% pts

FCF margin

4.4%-0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$702.27B$702.27B$586.89B$531.03B$568.50B
Net Income$7.40B$7.40B$18.13B$32.54B$38.59B
EBITDA$80.42B$80.42B$69.09B$75.13B$78.42B
EPS301.00301.00731.001329.001579.00
Gross Margin24.5%24.5%25.5%23.7%22.6%
Operating Margin6.0%6.0%7.4%10.0%10.3%
Net Margin1.1%1.1%3.1%6.1%6.8%
Balance Sheet
Debt/Equity1.551.551.751.081.18
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$30.59B$30.59B$-42.38B$10.10B$25.14B
Returns
ROE3.0%3.0%7.8%15.7%21.7%
Valuation
P/E24.0924.0913.8212.929.09
EV/EBITDA6.226.228.527.726.57
P/B0.710.711.072.021.97
Growth & Yield
Revenue Growth19.7%19.7%10.5%-6.6%—
EPS Growth-58.8%-58.8%-45.0%-15.8%—

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

28.8%

muy exigente

EPS terminal req.

$643.32

Spread vs growth

-87.6%

5Y implied EPS CAGR

20.9%

exigente

EPS terminal req.

$778.41

Spread vs growth

-79.8%

10Y implied EPS CAGR

15.3%

exigente

EPS terminal req.

$1253.64

Spread vs growth

-74.2%

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 -20.8%

Total return

-20.8%

Start / end P/E

12.5x → 24.1x

EPS bridge

731.00 → 301.00

Residual

-54.4%

EPS growth-58.8%
Multiple rerating+92.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-54.4%

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.