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192400.KS$24750.00-1.20%
Fair $24750.00+0.0%

192400.KS

Cuckoo Holdings Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesKSE

$24750.00

-300.00 (-1.20%)

Fairly Valued+0.0%Fair Value $24750.00Fund rank 34/100 · Data gapFallback financials|
SA 49/C
F-Score: 4/9

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 $55.3B · quality 68.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

49/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 192400.KSLocal privado en este navegador · Cuckoo Holdings 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

$769.2B

P/E

5.4x

↓

EV/EBITDA

2.4x

↓

ROE

11.0%

↑

Gross Margin

39.6%

↑

Debt/Equity

0.07

↓
52-Week Range$24750
$24200$35900

TradingView lightweight chart

192400.KS price, volumen y niveles de valoración

Último $24,600Periodo -27.2%
Fair value: $24,750

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

+6.8%

FCF CAGR

+22.9%

FCF margin

4.3%

FCF / Net income

0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $920.93B · net income $145.59B · FCF $39.38B

2022-FY → 2025-FY

Gross margin

39.6%+3.0% pts

Operating margin

12.4%+0.8% pts

Net margin

15.8%+0.4% pts

FCF margin

4.3%+1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$920.93B$920.93B$833.80B$772.26B$755.65B
Net Income$145.59B$145.59B$137.31B$130.12B$116.69B
EBITDA$197.92B$197.92B$182.27B$157.40B$149.67B
EPS4607.004607.004418.004187.003755.00
Gross Margin39.6%39.6%39.6%37.6%36.6%
Operating Margin12.4%12.4%12.4%11.3%11.6%
Net Margin15.8%15.8%16.5%16.8%15.4%
Balance Sheet
Debt/Equity0.070.070.010.010.01
Current Ratio4.994.99———
Cash Flow
Free Cash Flow$39.38B$39.38B$55.31B$74.86B$21.19B
Returns
ROE11.0%11.0%11.5%12.1%12.1%
Valuation
P/E5.375.375.023.784.21
EV/EBITDA2.412.412.832.432.47
P/B0.590.590.580.460.51
Growth & Yield
Revenue Growth10.4%10.4%8.0%2.2%—
EPS Growth4.3%4.3%5.5%11.5%—
Dividend Yield6.3%6.3%———

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

-21.9%

fácil

EPS terminal req.

$2196.15

Spread vs growth

26.2%

5Y implied EPS CAGR

-10.4%

fácil

EPS terminal req.

$2657.34

Spread vs growth

14.7%

10Y implied EPS CAGR

-0.7%

fácil

EPS terminal req.

$4279.68

Spread vs growth

5.0%

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 -7.4%

Total return

-7.4%

Start / end P/E

6.5x → 5.3x

EPS bridge

4418.00 → 4607.00

Residual

-0.7%

EPS growth+4.3%
Multiple rerating-17.2%
Dividend+6.3%
Residual / FX / buybacks / cross-term-0.7%

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.