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184230.KQ$2970.00-6.90%
Fair $2970.00+0.0%

184230.KQ

SGA Solutions Co.,Ltd.

Technology / Software - ApplicationKOSDAQ

$2970.00

-220.00 (-6.90%)

Fairly Valued+0.0%Fair Value $2970.00Fund rank 24/100 · Data gapFallback financials|
SA 43/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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-1.5B · quality 34.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

43/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 184230.KQLocal privado en este navegador · SGA Solutions 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

$56.0B

P/E

3.2x

↓

EV/EBITDA

3.1x

↓

ROE

50.8%

↑

Gross Margin

66.7%

↑

Debt/Equity

1.21

↑
52-Week Range$2970
$2160$6795

TradingView lightweight chart

184230.KQ price, volumen y niveles de valoración

Último $2,970Periodo -64.2%
Fair value: $2,970

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

+18.2%

FCF CAGR

+77.1%

FCF margin

20.9%

FCF / Net income

0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $61.64B · net income $17.51B · FCF $12.90B

2022-FY → 2025-FY

Gross margin

66.7%+13.1% pts

Operating margin

24.7%+14.4% pts

Net margin

28.4%+16.2% pts

FCF margin

20.9%+14.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$61.64B$61.64B$42.92B$46.12B$37.32B
Net Income$17.51B$17.51B$-9.29B$-850.7M$4.54B
EBITDA$23.74B$23.74B$-2.13B$6.56B$9.78B
EPS925.00925.00-742.72-92.46224.56
Gross Margin66.7%66.7%40.9%48.9%53.6%
Operating Margin24.7%24.7%-9.6%2.7%10.3%
Net Margin28.4%28.4%-21.6%-1.8%12.2%
Balance Sheet
Debt/Equity1.211.210.890.430.46
Current Ratio0.910.91———
Cash Flow
Free Cash Flow$12.90B$12.90B$-8.64B$-1.51B$2.32B
Returns
ROE50.8%50.8%-21.7%-1.7%9.3%
Valuation
P/E3.213.21——16.71
EV/EBITDA3.093.09—7.174.26
P/B1.571.570.660.850.94
Growth & Yield
Revenue Growth43.6%43.6%-6.9%23.6%—
EPS Growth224.5%224.5%-703.3%-141.2%—

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

-34.2%

fácil

EPS terminal req.

$263.54

Spread vs growth

258.7%

5Y implied EPS CAGR

-19.2%

fácil

EPS terminal req.

$318.88

Spread vs growth

243.7%

10Y implied EPS CAGR

-5.7%

fácil

EPS terminal req.

$513.56

Spread vs growth

230.3%

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 +31.3%

Total return

+31.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-742.72 → 925.00

Residual

+31.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+31.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.