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196700.KQ$1393.00-3.93%
Fair $1393.00+0.0%

196700.KQ

WAPS Co., Ltd

Basic Materials / Specialty ChemicalsKOSDAQ

$1393.00

-57.00 (-3.93%)

Fairly Valued+0.0%Fair Value $1393.00Fund rank 25/100 · Data gapFallback financials|
SA 48/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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $3.4B · quality 38.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

48/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 196700.KQLocal privado en este navegador · WAPS 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

$20.0B

P/E

4.9x

↓

EV/EBITDA

4.5x

↓

ROE

10.2%

↑

Gross Margin

27.7%

↑

Debt/Equity

0.74

↑
52-Week Range$1393
$1237$3490

TradingView lightweight chart

196700.KQ price, volumen y niveles de valoración

Último $1,393Periodo -65.2%
Fair value: $1,393

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

+8.3%

FCF CAGR

+76.7%

FCF margin

7.9%

FCF / Net income

0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $43.17B · net income $4.10B · FCF $3.40B

2022-FY → 2025-FY

Gross margin

27.7%+7.9% pts

Operating margin

12.9%+16.1% pts

Net margin

9.5%+34.5% pts

FCF margin

7.9%+6.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$43.17B$43.17B$34.07B$36.23B$34.03B
Net Income$4.10B$4.10B$1.20B$1.00B$-8.50B
EBITDA$7.62B$7.62B$5.50B$5.50B$-3.77B
EPS286.00286.0083.0070.00-592.00
Gross Margin27.7%27.7%29.0%28.2%19.8%
Operating Margin12.9%12.9%9.1%7.1%-3.2%
Net Margin9.5%9.5%3.5%2.8%-25.0%
Balance Sheet
Debt/Equity0.740.740.820.890.72
Current Ratio1.841.84———
Cash Flow
Free Cash Flow$3.40B$3.40B$5.47B$-6.29B$617.1M
Returns
ROE10.2%10.2%3.2%2.9%-25.3%
Valuation
P/E4.874.8714.6426.77—
EV/EBITDA4.464.466.408.98—
P/B0.500.500.470.781.45
Growth & Yield
Revenue Growth26.7%26.7%-6.0%6.5%—
EPS Growth244.6%244.6%18.6%111.8%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-24.4%

fácil

EPS terminal req.

$123.61

Spread vs growth

269.0%

5Y implied EPS CAGR

-12.2%

fácil

EPS terminal req.

$149.56

Spread vs growth

256.7%

10Y implied EPS CAGR

-1.7%

fácil

EPS terminal req.

$240.87

Spread vs growth

246.3%

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 +1.2%

Total return

+1.2%

Start / end P/E

16.6x → 4.9x

EPS bridge

83.00 → 286.00

Residual

-172.8%

EPS growth+244.6%
Multiple rerating-70.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-172.8%

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.