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122870.KQ$43300.00-2.59%
Fair $43300.00+0.0%

122870.KQ

YG Entertainment Inc.

Communication Services / EntertainmentKOSDAQ

$43300.00

-1150.00 (-2.59%)

Fairly Valued+0.0%Fair Value $43300.00Fund rank 31/100 · Data gapFallback financials|
SA 49/C
F-Score: 8/9

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 23%

FCF escenarios

weak_data · normalized FCF $36.6B · quality 53.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

49/100

C

Piotroski

8/9

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 · 122870.KQLocal privado en este navegador · YG Entertainment Inc.
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

$803.1B

P/E

21.8x

↑

EV/EBITDA

6.1x

↓

ROE

7.2%

↑

Gross Margin

34.2%

↓

Debt/Equity

0.02

↓
52-Week Range$43300
$42500$109800

TradingView lightweight chart

122870.KQ price, volumen y niveles de valoración

Último $43,300Periodo +47.4%
Fair value: $43,300

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

+11.7%

FCF CAGR

+22.5%

FCF margin

15.3%

FCF / Net income

2.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $545.40B · net income $36.90B · FCF $83.30B

2022-FY → 2025-FY

Gross margin

34.2%+1.5% pts

Operating margin

10.9%-0.0% pts

Net margin

6.8%-1.8% pts

FCF margin

15.3%+3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$545.40B$545.40B$364.95B$569.20B$391.17B
Net Income$36.90B$36.90B$18.52B$61.34B$33.69B
EBITDA$106.23B$106.23B$59.72B$113.29B$69.88B
EPS1988.001988.00999.003308.001821.00
Gross Margin34.2%34.2%27.3%32.7%32.7%
Operating Margin10.9%10.9%-5.6%14.3%10.9%
Net Margin6.8%6.8%5.1%10.8%8.6%
Balance Sheet
Debt/Equity0.020.020.040.030.05
Current Ratio2.402.40———
Cash Flow
Free Cash Flow$83.30B$83.30B$-23.44B$36.62B$45.33B
Returns
ROE7.2%7.2%3.8%13.1%8.2%
Valuation
P/E21.7821.7846.0013.8527.24
EV/EBITDA6.106.1013.136.7812.31
P/B1.571.571.761.822.24
Growth & Yield
Revenue Growth49.4%49.4%-35.9%45.5%—
EPS Growth99.0%99.0%-69.8%81.7%—
Dividend Yield0.7%0.7%———

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

24.6%

exigente

EPS terminal req.

$3842.15

Spread vs growth

74.4%

5Y implied EPS CAGR

18.5%

exigente

EPS terminal req.

$4649.01

Spread vs growth

80.5%

10Y implied EPS CAGR

14.2%

razonable

EPS terminal req.

$7487.27

Spread vs growth

84.8%

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 -40.8%

Total return

-40.8%

Start / end P/E

74.1x → 21.8x

EPS bridge

999.00 → 1988.00

Residual

-69.9%

EPS growth+99.0%
Multiple rerating-70.6%
Dividend+0.7%
Residual / FX / buybacks / cross-term-69.9%

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.