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194370.KS$10900.00-1.98%
Fair $10900.00+0.0%

194370.KS

JS Corporation

Consumer Cyclical / Footwear & AccessoriesKSE

$10900.00

-220.00 (-1.98%)

Fairly Valued+0.0%Fair Value $10900.00Fund rank 29/100 · Data gapFallback financials|
SA 51/C
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $74.7B · quality 51.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

51/100

C

Piotroski

6/9

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 · 194370.KSLocal privado en este navegador · JS Corporation
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

$316.3B

P/E

4.6x

↓

EV/EBITDA

5.8x

↓

ROE

14.5%

↑

Gross Margin

18.7%

↓

Debt/Equity

1.57

↑
52-Week Range$10900
$8240$16090

TradingView lightweight chart

194370.KS price, volumen y niveles de valoración

Último $10,900Periodo -42.3%
Fair value: $10,900

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

+9.7%

FCF CAGR

+24.4%

FCF margin

9.1%

FCF / Net income

1.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.29T · net income $76.55B · FCF $116.86B

2022-FY → 2025-FY

Gross margin

18.7%+1.0% pts

Operating margin

10.9%+2.6% pts

Net margin

5.9%-0.7% pts

FCF margin

9.1%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1288.23B$1288.23B$1117.50B$862.77B$975.07B
Net Income$76.55B$76.55B$97.43B$109.77B$64.60B
EBITDA$182.34B$182.34B$200.53B$159.02B$105.90B
EPS2366.002366.001649.503378.502430.00
Gross Margin18.7%18.7%18.8%19.9%17.8%
Operating Margin10.9%10.9%10.9%9.7%8.4%
Net Margin5.9%5.9%8.7%12.7%6.6%
Balance Sheet
Debt/Equity1.571.571.820.970.66
Current Ratio0.880.88———
Cash Flow
Free Cash Flow$116.86B$116.86B$9.82B$74.70B$60.76B
Returns
ROE14.5%14.5%20.5%30.6%25.3%
Valuation
P/E4.614.614.352.542.64
EV/EBITDA5.765.765.993.222.73
P/B0.670.670.890.780.67
Growth & Yield
Revenue Growth15.3%15.3%29.5%-11.5%—
EPS Growth43.4%43.4%-51.2%39.0%—
Dividend Yield5.5%5.5%———

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

-25.8%

fácil

EPS terminal req.

$967.19

Spread vs growth

69.2%

5Y implied EPS CAGR

-13.1%

fácil

EPS terminal req.

$1170.30

Spread vs growth

56.6%

10Y implied EPS CAGR

-2.2%

fácil

EPS terminal req.

$1884.79

Spread vs growth

45.7%

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 +36.4%

Total return

+36.4%

Start / end P/E

5.1x → 4.6x

EPS bridge

1649.50 → 2366.00

Residual

-3.8%

EPS growth+43.4%
Multiple rerating-8.8%
Dividend+5.5%
Residual / FX / buybacks / cross-term-3.8%

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.