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190510.KQ$17500.00+3.95%
Fair $17500.00+0.0%

190510.KQ

Namuga Co., Ltd.

Unknown / UnknownKOSDAQ

$17500.00

+690.00 (+3.95%)

Fairly Valued+0.0%Fair Value $17500.00Fund rank 37/100 · Data gapFallback financials|
SA 43/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $32.7B · quality 79.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

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 · 190510.KQLocal privado en este navegador · Namuga 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

$250.0B

P/E

10.1x

↑

EV/EBITDA

3.5x

↓

ROE

14.6%

↑

Gross Margin

11.1%

↓

Debt/Equity

0.17

↓
52-Week Range$17500
$12450$28600

TradingView lightweight chart

190510.KQ price, volumen y niveles de valoración

Último $18,170Periodo +120.2%
Fair value: $17,500

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

-4.0%

FCF CAGR

-23.2%

FCF margin

7.1%

FCF / Net income

1.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $459.88B · net income $25.11B · FCF $32.66B

2022-FY → 2025-FY

Gross margin

11.1%+1.1% pts

Operating margin

6.1%-0.1% pts

Net margin

5.5%-0.6% pts

FCF margin

7.1%-6.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$459.88B$459.88B$450.36B$365.61B$519.34B
Net Income$25.11B$25.11B$26.12B$23.52B$31.34B
EBITDA$46.59B$46.59B$49.75B$48.25B$57.31B
EPS1740.001740.001679.001454.002048.00
Gross Margin11.1%11.1%9.1%11.3%10.0%
Operating Margin6.1%6.1%4.7%6.2%6.2%
Net Margin5.5%5.5%5.8%6.4%6.0%
Balance Sheet
Debt/Equity0.170.170.190.160.20
Cash Flow
Free Cash Flow$32.66B$32.66B$57.41B$25.56B$72.02B
Returns
ROE14.6%14.6%15.6%16.0%25.2%
Valuation
P/E10.0610.068.5410.087.30
EV/EBITDA3.523.523.844.783.31
P/B1.471.471.341.611.84
Growth & Yield
Revenue Growth2.1%2.1%23.2%-29.6%—
EPS Growth3.6%3.6%15.5%-29.0%—

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

-3.7%

fácil

EPS terminal req.

$1552.83

Spread vs growth

7.4%

5Y implied EPS CAGR

1.5%

fácil

EPS terminal req.

$1878.93

Spread vs growth

2.1%

10Y implied EPS CAGR

5.7%

razonable

EPS terminal req.

$3026.03

Spread vs growth

-2.1%

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 +37.9%

Total return

+37.9%

Start / end P/E

7.8x → 10.4x

EPS bridge

1679.00 → 1740.00

Residual

+1.2%

EPS growth+3.6%
Multiple rerating+33.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term+1.2%

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.