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200470.KQ$8130.00-2.98%
Fair $8130.00+0.0%

200470.KQ

APACT Co., Ltd.

Technology / Semiconductor Equipment & MaterialsKOSDAQ

$8130.00

-250.00 (-2.98%)

Fairly Valued+0.0%Fair Value $8130.00Fund rank 22/100 · Data gapFallback financials|
SA 28/D
F-Score: 8/9

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 16%

FCF escenarios

weak_data · normalized FCF $-11.6B · quality 36.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

28/100

D

Piotroski

8/9

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 · 200470.KQLocal privado en este navegador · APACT 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

$344.4B

P/E

353.5x

↑

EV/EBITDA

21.9x

↑

ROE

7.4%

↑

Gross Margin

8.9%

↓

Debt/Equity

1.36

↑
52-Week Range$8130
$2060$11000

TradingView lightweight chart

200470.KQ price, volumen y niveles de valoración

Último $8,130Periodo +266.2%
Fair value: $8,130

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

+14.7%

FCF CAGR

—

FCF margin

-3.8%

FCF / Net income

-0.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $111.00B · net income $5.23B · FCF $-4.18B

2022-FY → 2025-FY

Gross margin

8.9%-2.8% pts

Operating margin

4.7%-1.5% pts

Net margin

4.7%+0.5% pts

FCF margin

-3.8%-2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$111.00B$111.00B$86.72B$93.74B$73.65B
Net Income$5.23B$5.23B$-50.72B$-16.65B$3.09B
EBITDA$19.38B$19.38B$-22.73B$3.25B$17.62B
EPS23.0023.00-1208.00-407.00105.00
Gross Margin8.9%8.9%-17.9%-17.2%11.8%
Operating Margin4.7%4.7%-24.8%-24.4%6.2%
Net Margin4.7%4.7%-58.5%-17.8%4.2%
Balance Sheet
Debt/Equity1.361.361.681.000.67
Current Ratio0.560.56———
Cash Flow
Free Cash Flow$-4.18B$-4.18B$-11.63B$-19.38B$-1.01B
Returns
ROE7.4%7.4%-91.8%-17.0%2.7%
Valuation
P/E353.48353.48——24.76
EV/EBITDA21.8621.86—70.617.65
P/B4.914.911.771.560.67
Growth & Yield
Revenue Growth28.0%28.0%-7.5%27.3%—
EPS Growth101.9%101.9%-196.8%-487.6%—

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

215.4%

muy exigente

EPS terminal req.

$721.40

Spread vs growth

-113.5%

5Y implied EPS CAGR

106.9%

muy exigente

EPS terminal req.

$872.90

Spread vs growth

-5.0%

10Y implied EPS CAGR

50.9%

muy exigente

EPS terminal req.

$1405.81

Spread vs growth

51.0%

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 +273.8%

Total return

+273.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-1208.00 → 23.00

Residual

+273.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+273.8%

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.