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205100.KQ$1803.00+0.84%
Fair $1803.00+0.0%

205100.KQ

EXEM Co., Ltd.

Technology / Software - ApplicationKOSDAQ

$1803.00

+15.00 (+0.84%)

Fairly Valued+0.0%Fair Value $1803.00Fund rank 29/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9
Declining Revenue

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 20%

FCF escenarios

weak_data · normalized FCF $9.8B · quality 52.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

42/100

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: 1unknown: 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
Thesis & Journal · 205100.KQLocal privado en este navegador · EXEM 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

$128.8B

P/E

19.6x

↓

EV/EBITDA

10.0x

↓

ROE

5.4%

↑

Gross Margin

43.7%

↑

Debt/Equity

0.00

↓
52-Week Range$1803
$1601$2590

TradingView lightweight chart

205100.KQ price, volumen y niveles de valoración

Último $1,803Periodo +39.5%
Fair value: $1,803

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

-4.7%

FCF CAGR

—

FCF margin

20.4%

FCF / Net income

1.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $47.76B · net income $6.61B · FCF $9.76B

2022-FY → 2025-FY

Gross margin

43.7%-11.8% pts

Operating margin

7.6%-15.1% pts

Net margin

13.8%-1.7% pts

FCF margin

20.4%+60.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$47.76B$47.76B$49.41B$53.89B$55.13B
Net Income$6.61B$6.61B$9.06B$10.42B$8.59B
EBITDA$8.65B$8.65B$11.13B$14.32B$11.56B
EPS92.0092.00126.00146.00119.16
Gross Margin43.7%43.7%49.0%49.9%55.5%
Operating Margin7.6%7.6%13.3%9.1%22.7%
Net Margin13.8%13.8%18.3%19.3%15.6%
Balance Sheet
Debt/Equity0.000.000.010.010.03
Current Ratio5.855.85———
Cash Flow
Free Cash Flow$9.76B$9.76B$18.10B$1.69B$-22.32B
Returns
ROE5.4%5.4%7.8%10.0%9.2%
Valuation
P/E19.6019.6015.5214.9016.26
EV/EBITDA9.989.9810.265.3410.19
P/B1.051.051.210.911.49
Growth & Yield
Revenue Growth-3.3%-3.3%-8.3%-2.3%—
EPS Growth-27.0%-27.0%-13.7%22.5%—
Dividend Yield2.4%2.4%———

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

20.3%

exigente

EPS terminal req.

$159.99

Spread vs growth

-47.2%

5Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$193.58

Spread vs growth

-43.0%

10Y implied EPS CAGR

13.0%

razonable

EPS terminal req.

$311.77

Spread vs growth

-40.0%

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 -9.9%

Total return

-9.9%

Start / end P/E

16.3x → 19.6x

EPS bridge

126.00 → 92.00

Residual

-5.4%

EPS growth-27.0%
Multiple rerating+20.2%
Dividend+2.4%
Residual / FX / buybacks / cross-term-5.4%

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.