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166090.KQ$57500.00-4.80%
Fair $57500.00+0.0%

166090.KQ

Hana Materials Inc.

Technology / Semiconductor Equipment & MaterialsKOSDAQ

$57500.00

-2900.00 (-4.80%)

Fairly Valued+0.0%Fair Value $57500.00Fund rank 28/100 · Data gapFallback financials|
SA 52/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 $32.2B · quality 49.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

52/100

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 · 166090.KQLocal privado en este navegador · Hana Materials Inc.
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

$1.11T

P/E

29.0x

↑

EV/EBITDA

13.7x

↑

ROE

8.3%

↑

Gross Margin

31.1%

↓

Debt/Equity

0.29

↑
52-Week Range$57500
$23450$87900

TradingView lightweight chart

166090.KQ price, volumen y niveles de valoración

Último $57,500Periodo +621.0%
Fair value: $57,500

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

-3.8%

FCF CAGR

—

FCF margin

17.6%

FCF / Net income

1.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $273.48B · net income $38.38B · FCF $48.22B

2022-FY → 2025-FY

Gross margin

31.1%-8.2% pts

Operating margin

18.3%-12.2% pts

Net margin

14.0%-12.0% pts

FCF margin

17.6%+21.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$273.48B$273.48B$251.65B$233.58B$307.32B
Net Income$38.38B$38.38B$31.76B$34.19B$80.13B
EBITDA$88.28B$88.28B$80.09B$78.62B$131.01B
EPS1984.001984.001617.001741.004080.00
Gross Margin31.1%31.1%29.6%28.3%39.4%
Operating Margin18.3%18.3%17.3%17.7%30.5%
Net Margin14.0%14.0%12.6%14.6%26.1%
Balance Sheet
Debt/Equity0.290.290.510.540.43
Current Ratio1.291.29———
Cash Flow
Free Cash Flow$48.22B$48.22B$32.20B$-77.67B$-10.95B
Returns
ROE8.3%8.3%9.0%8.6%26.9%
Valuation
P/E28.9828.9814.9731.489.08
EV/EBITDA13.7013.707.7116.056.30
P/B2.402.401.342.692.45
Growth & Yield
Revenue Growth8.7%8.7%7.7%-24.0%—
EPS Growth22.7%22.7%-7.1%-57.3%—
Dividend Yield0.5%0.5%———

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

37.0%

muy exigente

EPS terminal req.

$5102.17

Spread vs growth

-14.3%

5Y implied EPS CAGR

25.5%

muy exigente

EPS terminal req.

$6173.62

Spread vs growth

-2.8%

10Y implied EPS CAGR

17.5%

exigente

EPS terminal req.

$9942.68

Spread vs growth

5.2%

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 +96.4%

Total return

+96.4%

Start / end P/E

18.2x → 29.0x

EPS bridge

1617.00 → 1984.00

Residual

+13.5%

EPS growth+22.7%
Multiple rerating+59.7%
Dividend+0.5%
Residual / FX / buybacks / cross-term+13.5%

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.