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163280.KQ$4555.00-5.16%
Fair $4555.00+0.0%

163280.KQ

163280.KQ

Industrials / Specialty Industrial MachineryKOSDAQ

$4555.00

-245.00 (-5.16%)

Fairly Valued+0.0%Fair Value $4555.00Fund rank 25/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9
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 21%

FCF escenarios

weak_data · normalized FCF $-14.7B · quality 57.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

45/100

C

Piotroski

4/9

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 4.1%, below the 5% threshold
Thesis & Journal · 163280.KQLocal privado en este navegador · 163280.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

$62.0B

P/E

22.1x

↑

EV/EBITDA

9.3x

↓

ROE

4.1%

↓

Gross Margin

35.9%

↑

Debt/Equity

0.39

↑
52-Week Range$4555
$4490$11050

TradingView lightweight chart

163280.KQ price, volumen y niveles de valoración

Último $4,500Periodo -48.8%
Fair value: $4,555

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

+29.5%

FCF CAGR

—

FCF margin

-81.0%

FCF / Net income

-8.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $28.08B · net income $2.80B · FCF $-22.74B

2022-FY → 2025-FY

Gross margin

35.9%-2.0% pts

Operating margin

11.0%+3.2% pts

Net margin

10.0%+45.7% pts

FCF margin

-81.0%-10.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$28.08B$28.08B$24.50B$16.34B$12.94B
Net Income$2.80B$2.80B$1.98B$-15.06B$-4.62B
EBITDA$6.57B$6.57B$4.56B$-8.96B$-1.93B
EPS206.00206.00168.50-3168.00-1086.00
Gross Margin35.9%35.9%39.6%36.0%37.9%
Operating Margin11.0%11.0%7.6%1.5%7.8%
Net Margin10.0%10.0%8.1%-92.1%-35.7%
Balance Sheet
Debt/Equity0.390.390.130.10-1.13
Current Ratio2.352.35———
Cash Flow
Free Cash Flow$-22.74B$-22.74B$-14.65B$-1.13B$-9.09B
Returns
ROE4.1%4.1%3.1%-44.2%47.0%
Valuation
P/E22.1122.1141.07——
EV/EBITDA9.289.2812.50——
P/B0.900.901.27——
Growth & Yield
Revenue Growth14.6%14.6%49.9%26.3%—
EPS Growth22.3%22.3%105.3%-191.7%—

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

25.2%

muy exigente

EPS terminal req.

$404.18

Spread vs growth

-2.9%

5Y implied EPS CAGR

18.9%

exigente

EPS terminal req.

$489.06

Spread vs growth

3.4%

10Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$787.63

Spread vs growth

7.9%

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 -53.7%

Total return

-53.7%

Start / end P/E

57.7x → 21.8x

EPS bridge

168.50 → 206.00

Residual

-13.8%

EPS growth+22.3%
Multiple rerating-62.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.8%

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.