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170790.KQ$8570.00-6.13%
Fair $8570.00+0.0%

170790.KQ

PIOLINK, Inc.

Technology / Software - InfrastructureKOSDAQ

$8570.00

-560.00 (-6.13%)

Fairly Valued+0.0%Fair Value $8570.00Fund rank 30/100 · Data gapFallback financials|
SA 60/B
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $4.8B · quality 51.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

60/100

B

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 · 170790.KQLocal privado en este navegador · PIOLINK, 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

$53.9B

P/E

7.4x

↓

EV/EBITDA

2.5x

↓

ROE

8.9%

↑

Gross Margin

43.2%

↑

Debt/Equity

0.01

↓
52-Week Range$8570
$7150$14420

TradingView lightweight chart

170790.KQ price, volumen y niveles de valoración

Último $8,570Periodo -45.6%
Fair value: $8,570

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

+2.1%

FCF CAGR

+5.4%

FCF margin

14.2%

FCF / Net income

1.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $65.63B · net income $7.52B · FCF $9.31B

2022-FY → 2025-FY

Gross margin

43.2%-5.9% pts

Operating margin

8.2%-10.3% pts

Net margin

11.5%-8.2% pts

FCF margin

14.2%+1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$65.63B$65.63B$58.30B$59.02B$61.64B
Net Income$7.52B$7.52B$5.41B$10.57B$12.15B
EBITDA$8.77B$8.77B$5.84B$11.96B$14.69B
EPS1160.001160.00811.001583.001818.00
Gross Margin43.2%43.2%40.7%47.6%49.1%
Operating Margin8.2%8.2%4.4%15.3%18.5%
Net Margin11.5%11.5%9.3%17.9%19.7%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio6.456.45———
Cash Flow
Free Cash Flow$9.31B$9.31B$4.76B$-4.45B$7.96B
Returns
ROE8.9%8.9%6.5%13.1%16.7%
Valuation
P/E7.397.3910.846.577.12
EV/EBITDA2.492.493.412.714.25
P/B0.660.660.710.861.19
Growth & Yield
Revenue Growth12.6%12.6%-1.2%-4.2%—
EPS Growth43.0%43.0%-48.8%-12.9%—
Dividend Yield4.2%4.2%———

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

-13.1%

fácil

EPS terminal req.

$760.44

Spread vs growth

56.2%

5Y implied EPS CAGR

-4.5%

fácil

EPS terminal req.

$920.14

Spread vs growth

47.6%

10Y implied EPS CAGR

2.5%

fácil

EPS terminal req.

$1481.89

Spread vs growth

40.6%

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 +23.7%

Total return

+23.7%

Start / end P/E

8.8x → 7.4x

EPS bridge

811.00 → 1160.00

Residual

-7.1%

EPS growth+43.0%
Multiple rerating-16.4%
Dividend+4.2%
Residual / FX / buybacks / cross-term-7.1%

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.