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137080.KQ$4365.00-4.49%
Fair $4365.00+0.0%

137080.KQ

137080.KQ

Technology / Semiconductor Equipment & MaterialsKOSDAQ

$4365.00

-205.00 (-4.49%)

Fairly Valued+0.0%Fair Value $4365.00Fund rank 27/100 · 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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-17.3B · quality 47.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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 · 137080.KQLocal privado en este navegador · 137080.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

$46.7B

P/E

1.2x

↓

EV/EBITDA

1.9x

↓

ROE

34.3%

↑

Gross Margin

9.0%

↓

Debt/Equity

0.54

↑
52-Week Range$4365
$2860$6240

TradingView lightweight chart

137080.KQ price, volumen y niveles de valoración

Último $4,365Periodo -69.6%
Fair value: $4,365

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

24.2%

FCF / Net income

0.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $54.50B · net income $39.96B · FCF $13.21B

2022-FY → 2025-FY

Gross margin

9.0%-5.0% pts

Operating margin

-16.2%-18.4% pts

Net margin

73.3%+70.5% pts

FCF margin

24.2%+65.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$54.50B$54.50B$40.43B$52.93B$88.04B
Net Income$39.96B$39.96B$-17.14B$-13.28B$2.52B
EBITDA$58.33B$58.33B$-12.69B$-9.01B$6.64B
EPS3613.003613.00-1550.00-1201.00232.00
Gross Margin9.0%9.0%-15.6%-6.2%14.0%
Operating Margin-16.2%-16.2%-54.7%-28.3%2.2%
Net Margin73.3%73.3%-42.4%-25.1%2.9%
Balance Sheet
Debt/Equity0.540.541.050.690.51
Current Ratio4.644.64———
Cash Flow
Free Cash Flow$13.21B$13.21B$-17.31B$-31.70B$-36.02B
Returns
ROE34.3%34.3%-22.4%-14.2%2.3%
Valuation
P/E1.211.21——31.42
EV/EBITDA1.891.89——19.55
P/B0.410.410.580.750.73
Growth & Yield
Revenue Growth34.8%34.8%-23.6%-39.9%—
EPS Growth333.1%333.1%-29.1%-617.7%—

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

-52.5%

fácil

EPS terminal req.

$387.32

Spread vs growth

385.6%

5Y implied EPS CAGR

-33.5%

fácil

EPS terminal req.

$468.66

Spread vs growth

366.6%

10Y implied EPS CAGR

-14.5%

fácil

EPS terminal req.

$754.78

Spread vs growth

347.6%

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 +32.9%

Total return

+32.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-1550.00 → 3613.00

Residual

+32.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+32.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.