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125490.KQ$13630.00+7.41%
Fair $13630.00+0.0%

125490.KQ

125490.KQ

Industrials / Electrical Equipment & PartsKOSDAQKR

$13630.00

+940.00 (+7.41%)

Fairly Valued+0.0%Fair Value $13630.00Fund rank 26/100 · Data gapFallback financials|
SA 28/D
F-Score: 4/9
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 18%

FCF escenarios

weak_data · normalized FCF $-8.7B · quality 52.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

28/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 1unknown: 3
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 3.5%, below the 5% threshold
Thesis & Journal · 125490.KQLocal privado en este navegador · 125490.KQ
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

$497.5B

P/E

106.5x

↑

EV/EBITDA

25.4x

↑

ROE

3.5%

↓

Gross Margin

13.1%

↓

Debt/Equity

0.53

↑
52-Week Range$13630
$4355$25350

TradingView lightweight chart

125490.KQ price, volumen y niveles de valoración

Último $13,630Periodo +130.2%
Fair value: $13,630

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+13.0%

FCF CAGR

—

FCF margin

-18.5%

FCF / Net income

-7.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $155.88B · net income $3.66B · FCF $-28.91B

2023-FY → 2025-FY

Gross margin

13.1%-5.0% pts

Operating margin

6.6%-5.6% pts

Net margin

2.3%+5.4% pts

FCF margin

-18.5%-11.4% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$155.88B$155.88B$144.44B$121.98B
Net Income$3.66B$3.66B$10.30B$-3.77B
EBITDA$17.22B$17.22B$27.06B$12.95B
EPS128.00128.00402.00-249.00
Gross Margin13.1%13.1%14.4%18.1%
Operating Margin6.6%6.6%8.5%12.2%
Net Margin2.3%2.3%7.1%-3.1%
Balance Sheet
Debt/Equity0.530.539.40-10.71
Current Ratio1.161.16——
Cash Flow
Free Cash Flow$-28.91B$-28.91B$-3.93B$-8.74B
Returns
ROE3.5%3.5%153.4%74.0%
Valuation
P/E106.48106.48——
EV/EBITDA25.3625.36——
P/B3.693.69——
Growth & Yield
Revenue Growth7.9%7.9%18.4%—
EPS Growth-68.2%-68.2%261.4%—

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

111.4%

muy exigente

EPS terminal req.

$1209.44

Spread vs growth

-179.6%

5Y implied EPS CAGR

62.8%

muy exigente

EPS terminal req.

$1463.42

Spread vs growth

-131.0%

10Y implied EPS CAGR

33.8%

muy exigente

EPS terminal req.

$2356.85

Spread vs growth

-102.0%

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 · available periodreconcilia total +130.2%

Total return

+130.2%

Start / end P/E

14.7x → 106.5x

EPS bridge

402.00 → 128.00

Residual

-424.7%

EPS growth-68.2%
Multiple rerating+623.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-424.7%

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.