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155650.KQ$3435.00-6.66%
Fair $3435.00+0.0%

155650.KQ

Ymc Co., Ltd.

Technology / Electronic ComponentsKOSDAQ

$3435.00

-245.00 (-6.66%)

Fairly Valued+0.0%Fair Value $3435.00Fund rank 26/100 · Data gapFallback financials|
SA 38/D
F-Score: 3/9
Margin CompressionLow 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 $-10.1B · quality 44.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

38/100

D

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 1.2%, below the 5% threshold
Thesis & Journal · 155650.KQLocal privado en este navegador · Ymc 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

$60.8B

P/E

45.8x

↑

EV/EBITDA

4.7x

↓

ROE

1.2%

↓

Gross Margin

12.6%

↓

Debt/Equity

0.22

↑
52-Week Range$3435
$3110$5130

TradingView lightweight chart

155650.KQ price, volumen y niveles de valoración

Último $3,435Periodo +13.9%
Fair value: $3,435

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

-9.8%

FCF CAGR

-45.0%

FCF margin

1.1%

FCF / Net income

1.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $172.78B · net income $1.32B · FCF $1.84B

2022-FY → 2025-FY

Gross margin

12.6%-2.6% pts

Operating margin

2.7%-7.1% pts

Net margin

0.8%-7.5% pts

FCF margin

1.1%-3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$172.78B$172.78B$167.73B$204.63B$235.38B
Net Income$1.32B$1.32B$6.76B$13.71B$19.36B
EBITDA$12.15B$12.15B$16.50B$22.36B$28.02B
EPS75.0075.00366.00752.001041.00
Gross Margin12.6%12.6%13.6%14.4%15.2%
Operating Margin2.7%2.7%4.1%7.7%9.8%
Net Margin0.8%0.8%4.0%6.7%8.2%
Balance Sheet
Debt/Equity0.220.220.170.150.02
Current Ratio1.601.60———
Cash Flow
Free Cash Flow$1.84B$1.84B$-10.90B$-10.08B$11.04B
Returns
ROE1.2%1.2%5.9%12.1%18.0%
Valuation
P/E45.8045.809.587.305.25
EV/EBITDA4.754.753.473.952.39
P/B0.530.530.560.880.95
Growth & Yield
Revenue Growth3.0%3.0%-18.0%-13.1%—
EPS Growth-79.5%-79.5%-51.3%-27.8%—
Dividend Yield2.0%2.0%———

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

59.6%

muy exigente

EPS terminal req.

$304.80

Spread vs growth

-139.1%

5Y implied EPS CAGR

37.5%

muy exigente

EPS terminal req.

$368.81

Spread vs growth

-117.0%

10Y implied EPS CAGR

23.0%

exigente

EPS terminal req.

$593.97

Spread vs growth

-102.5%

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 +2.3%

Total return

+2.3%

Start / end P/E

9.4x → 45.8x

EPS bridge

366.00 → 75.00

Residual

-309.6%

EPS growth-79.5%
Multiple rerating+389.4%
Dividend+2.0%
Residual / FX / buybacks / cross-term-309.6%

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.