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215480.KQ$2120.00-1.57%
Fair $2120.00+0.0%

215480.KQ

TOEBOX KOREA.Ltd.

Consumer Cyclical / Apparel RetailKOSDAQ

$2120.00

-35.00 (-1.57%)

Fairly Valued+0.0%Fair Value $2120.00Fund rank 27/100 · Data gapFallback financials|
SA 26/D
F-Score: 4/9
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 $-1.3B · quality 50.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

26/100

D

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: 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 -3.8%, below the 5% threshold
Thesis & Journal · 215480.KQLocal privado en este navegador · TOEBOX KOREA.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

$19.2B

P/E

N/A

•

EV/EBITDA

18.5x

↑

ROE

-3.8%

↓

Gross Margin

55.4%

↑

Debt/Equity

0.10

↓
52-Week Range$2120
$1762$2715

TradingView lightweight chart

215480.KQ price, volumen y niveles de valoración

Último $2,190Periodo -67.7%
Fair value: $2,120

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

-8.1%

FCF CAGR

—

FCF margin

-0.6%

FCF / Net income

0.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $39.70B · net income $-1.22B · FCF $-245.2M

2022-FY → 2025-FY

Gross margin

55.4%-4.1% pts

Operating margin

0.1%-9.6% pts

Net margin

-3.1%-10.7% pts

FCF margin

-0.6%-1.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$39.70B$39.70B$44.15B$48.65B$51.23B
Net Income$-1.22B$-1.22B$-506.8M$2.43B$3.91B
EBITDA$1.18B$1.18B$2.62B$4.61B$6.44B
EPS-135.00-135.00-57.00267.00416.00
Gross Margin55.4%55.4%57.5%58.3%59.5%
Operating Margin0.1%0.1%3.9%6.1%9.7%
Net Margin-3.1%-3.1%-1.1%5.0%7.6%
Balance Sheet
Debt/Equity0.100.100.150.110.04
Current Ratio3.693.69———
Cash Flow
Free Cash Flow$-245.2M$-245.2M$-1.84B$-1.26B$171.1M
Returns
ROE-3.8%-3.8%-1.5%7.3%12.8%
Valuation
P/E———15.9910.48
EV/EBITDA18.5418.5411.478.876.22
P/B0.600.600.791.161.34
Growth & Yield
Revenue Growth-10.1%-10.1%-9.2%-5.0%—
EPS Growth-136.8%-136.8%-121.3%-35.8%—

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 -8.2%

Total return

-8.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-57.00 → -135.00

Residual

-8.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-8.2%

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.