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193250.KQ$1442.00-4.76%
Fair $1442.00+0.0%

193250.KQ

Linked Inc.

Technology / Electronic ComponentsKOSDAQ

$1442.00

-72.00 (-4.76%)

Fairly Valued+0.0%Fair Value $1442.00Fund rank 27/100 · Data gapFallback financials|
SA 15/F
F-Score: 2/9
Declining RevenueMargin CompressionLow Profitability

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 $-5.6B · quality 49.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

15/100

F

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -4.5%, below the 5% threshold
Thesis & Journal · 193250.KQLocal privado en este navegador · Linked 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

$19.3B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-4.5%

↓

Gross Margin

12.1%

↓

Debt/Equity

0.10

↓
52-Week Range$1442
$1387$3200

TradingView lightweight chart

193250.KQ price, volumen y niveles de valoración

Último $1,442Periodo -84.8%
Fair value: $1,442

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

-29.8%

FCF CAGR

—

FCF margin

-133.9%

FCF / Net income

5.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.46B · net income $-2.68B · FCF $-13.99B

2022-FY → 2025-FY

Gross margin

12.1%-2.0% pts

Operating margin

-68.7%-60.7% pts

Net margin

-25.6%-47.5% pts

FCF margin

-133.9%-146.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.46B$10.46B$14.08B$20.17B$30.23B
Net Income$-2.68B$-2.68B$-17.32B$-12.55B$6.62B
EBITDA$-305.6M$-305.6M$-15.08B$-10.05B$10.09B
EPS-210.00-210.00-1370.00-1080.00575.00
Gross Margin12.1%12.1%14.8%15.9%14.1%
Operating Margin-68.7%-68.7%-42.9%-21.7%-8.0%
Net Margin-25.6%-25.6%-123.0%-62.2%21.9%
Balance Sheet
Debt/Equity0.100.100.020.050.06
Current Ratio1.851.85———
Cash Flow
Free Cash Flow$-13.99B$-13.99B$-5.64B$2.92B$3.85B
Returns
ROE-4.5%-4.5%-28.2%-16.9%8.1%
Valuation
P/E————11.48
EV/EBITDA————5.75
P/B0.310.310.620.660.93
Growth & Yield
Revenue Growth-25.7%-25.7%-30.2%-33.3%—
EPS Growth84.7%84.7%-26.9%-287.8%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -44.5%

Total return

-44.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-1370.00 → -210.00

Residual

-44.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-44.5%

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.