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145270.KS$749.00+0.00%
Fair $749.00+0.0%

145270.KS

K-TOP Reits Co.,Ltd.

Real Estate / REIT - DiversifiedKSE

$749.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $749.00Fund rank 26/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 33.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

40/100

C

Piotroski

5/9

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · 145270.KSLocal privado en este navegador · K-TOP Reits 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

$35.5B

P/E

5.6x

↓

EV/EBITDA

7.8x

↓

ROE

5.9%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.79

↑
52-Week Range$749
$738$975

TradingView lightweight chart

145270.KS price, volumen y niveles de valoración

Último $749.00Periodo -18.2%
Fair value: $749.00

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

-11.3%

FCF CAGR

-22.6%

FCF margin

12.4%

FCF / Net income

0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.08B · net income $6.22B · FCF $1.87B

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

70.4%-10.6% pts

Net margin

41.2%-5.3% pts

FCF margin

12.4%-6.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.08B$15.08B$12.09B$26.89B$21.63B
Net Income$6.22B$6.22B$5.17B$11.63B$10.05B
EBITDA$12.34B$12.34B$9.40B$21.42B$17.18B
EPS133.00133.00108.00244.00211.00
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin70.4%70.4%65.5%76.3%81.1%
Net Margin41.2%41.2%42.8%43.2%46.5%
Balance Sheet
Debt/Equity0.790.790.750.761.42
Current Ratio5.445.44———
Cash Flow
Free Cash Flow$1.87B$1.87B$-6.71B$5.86B$4.05B
Returns
ROE5.9%5.9%5.1%11.4%10.6%
Valuation
P/E5.635.639.054.074.15
EV/EBITDA7.837.8310.494.0810.08
P/B0.330.330.460.470.44
Growth & Yield
Revenue Growth24.8%24.8%-55.1%24.3%—
EPS Growth23.1%23.1%-55.7%15.6%—
Dividend Yield7.0%7.0%———

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

-20.6%

fácil

EPS terminal req.

$66.46

Spread vs growth

43.8%

5Y implied EPS CAGR

-9.6%

fácil

EPS terminal req.

$80.42

Spread vs growth

32.7%

10Y implied EPS CAGR

-0.3%

fácil

EPS terminal req.

$129.51

Spread vs growth

23.4%

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 -11.6%

Total return

-11.6%

Start / end P/E

8.5x → 5.6x

EPS bridge

108.00 → 133.00

Residual

-7.8%

EPS growth+23.1%
Multiple rerating-33.9%
Dividend+7.0%
Residual / FX / buybacks / cross-term-7.8%

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.