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126600.KQ$3290.00-1.94%
Fair $3290.00+0.0%

126600.KQ

BGFecomaterials CO., LTD.

Consumer Cyclical / Auto PartsKOSDAQ

$3290.00

-65.00 (-1.94%)

Fairly Valued+0.0%Fair Value $3290.00Fund rank 24/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9
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 19%

FCF escenarios

weak_data · normalized FCF $-33.4B · quality 48.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

3/9

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. ROE is 3.4%, below the 5% threshold
Thesis & Journal · 126600.KQLocal privado en este navegador · BGFecomaterials 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

$203.7B

P/E

14.6x

↓

EV/EBITDA

7.4x

↓

ROE

3.4%

↓

Gross Margin

18.8%

↓

Debt/Equity

0.42

↓
52-Week Range$3290
$2650$6520

TradingView lightweight chart

126600.KQ price, volumen y niveles de valoración

Último $3,290Periodo -10.9%
Fair value: $3,290

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

+14.8%

FCF CAGR

—

FCF margin

-22.5%

FCF / Net income

-6.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $397.89B · net income $13.98B · FCF $-89.53B

2022-FY → 2025-FY

Gross margin

18.8%+3.5% pts

Operating margin

4.4%-1.7% pts

Net margin

3.5%-7.3% pts

FCF margin

-22.5%-11.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$397.89B$397.89B$364.31B$285.66B$263.30B
Net Income$13.98B$13.98B$14.90B$-10.51B$28.59B
EBITDA$38.15B$38.15B$37.05B$8.96B$44.56B
EPS226.00226.00259.00-250.00288.32
Gross Margin18.8%18.8%19.7%18.7%15.3%
Operating Margin4.4%4.4%3.8%6.0%6.0%
Net Margin3.5%3.5%4.1%-3.7%10.9%
Balance Sheet
Debt/Equity0.420.420.290.140.41
Current Ratio1.511.51———
Cash Flow
Free Cash Flow$-89.53B$-89.53B$-33.43B$5.19B$-30.34B
Returns
ROE3.4%3.4%3.7%-3.1%14.4%
Valuation
P/E14.5614.5610.89—16.08
EV/EBITDA7.437.434.0211.362.42
P/B0.500.500.400.540.72
Growth & Yield
Revenue Growth9.2%9.2%27.5%8.5%—
EPS Growth-12.7%-12.7%203.6%-186.7%—
Dividend Yield1.5%1.5%———

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

8.9%

razonable

EPS terminal req.

$291.93

Spread vs growth

-21.6%

5Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$353.24

Spread vs growth

-22.1%

10Y implied EPS CAGR

9.7%

razonable

EPS terminal req.

$568.89

Spread vs growth

-22.4%

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 +14.7%

Total return

+14.7%

Start / end P/E

11.2x → 14.6x

EPS bridge

259.00 → 226.00

Residual

-3.8%

EPS growth-12.7%
Multiple rerating+29.8%
Dividend+1.5%
Residual / FX / buybacks / cross-term-3.8%

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.