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131090.KQ$3565.00-1.25%
Fair $3565.00+0.0%

131090.KQ

Secuve Co., Ltd.

Technology / Software - InfrastructureKOSDAQ

$3565.00

-45.00 (-1.25%)

Fairly Valued+0.0%Fair Value $3565.00Fund rank 38/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.2B · quality 78.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

48/100

C

Piotroski

7/9

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 · 131090.KQLocal privado en este navegador · Secuve 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

$27.3B

P/E

5.8x

↓

EV/EBITDA

2.6x

↓

ROE

9.5%

↑

Gross Margin

90.0%

↑

Debt/Equity

0.01

↓
52-Week Range$3565
$3450$5220

TradingView lightweight chart

131090.KQ price, volumen y niveles de valoración

Último $3,565Periodo +2.9%
Fair value: $3,565

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

-0.6%

FCF CAGR

-0.6%

FCF margin

45.4%

FCF / Net income

1.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.44B · net income $4.70B · FCF $6.10B

2022-FY → 2025-FY

Gross margin

90.0%+4.3% pts

Operating margin

32.1%-6.6% pts

Net margin

35.0%-0.3% pts

FCF margin

45.4%+0.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.44B$13.44B$12.08B$14.45B$13.70B
Net Income$4.70B$4.70B$3.03B$5.79B$4.83B
EBITDA$5.85B$5.85B$3.93B$7.17B$6.05B
EPS614.00614.001935.00715.00590.00
Gross Margin90.0%90.0%88.7%85.3%85.8%
Operating Margin32.1%32.1%28.3%30.8%38.7%
Net Margin35.0%35.0%25.1%40.1%35.2%
Balance Sheet
Debt/Equity0.010.010.010.010.00
Current Ratio9.539.53———
Cash Flow
Free Cash Flow$6.10B$6.10B$2.97B$3.23B$6.22B
Returns
ROE9.5%9.5%6.6%12.9%11.6%
Valuation
P/E5.815.812.397.149.19
EV/EBITDA2.632.630.104.955.17
P/B0.550.550.160.921.06
Growth & Yield
Revenue Growth11.3%11.3%-16.4%5.4%—
EPS Growth-68.3%-68.3%170.6%21.2%—
Dividend Yield4.2%4.2%———

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

-19.8%

fácil

EPS terminal req.

$316.33

Spread vs growth

-48.4%

5Y implied EPS CAGR

-9.0%

fácil

EPS terminal req.

$382.76

Spread vs growth

-59.3%

10Y implied EPS CAGR

0.0%

fácil

EPS terminal req.

$616.45

Spread vs growth

-68.3%

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 -7.0%

Total return

-7.0%

Start / end P/E

2.1x → 5.8x

EPS bridge

1935.00 → 614.00

Residual

-122.8%

EPS growth-68.3%
Multiple rerating+179.8%
Dividend+4.2%
Residual / FX / buybacks / cross-term-122.8%

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.