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219420.KQ$4660.00-1.22%
Fair $4660.00+0.0%

219420.KQ

Linkgenesis Co., Ltd.

Technology / SemiconductorsKOSDAQ

$4660.00

-60.00 (-1.22%)

Fairly Valued+0.0%Fair Value $4660.00Fund rank 34/100 · Data gapFallback financials|
SA 41/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.7B · quality 68.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

41/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 219420.KQLocal privado en este navegador · Linkgenesis 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

$52.4B

P/E

18.7x

↓

EV/EBITDA

12.1x

↓

ROE

6.1%

↑

Gross Margin

32.5%

↑

Debt/Equity

0.00

↓
52-Week Range$4660
$4395$6430

TradingView lightweight chart

219420.KQ price, volumen y niveles de valoración

Último $4,860Periodo +121.0%
Fair value: $4,660

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

-0.6%

FCF CAGR

-25.6%

FCF margin

4.4%

FCF / Net income

0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.98B · net income $2.80B · FCF $745.4M

2022-FY → 2025-FY

Gross margin

32.5%-5.2% pts

Operating margin

7.2%-13.9% pts

Net margin

16.5%+5.3% pts

FCF margin

4.4%-6.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.98B$16.98B$13.10B$14.19B$17.27B
Net Income$2.80B$2.80B$-426.5M$1.25B$1.93B
EBITDA$4.03B$4.03B$278.6M$2.32B$2.52B
EPS249.00249.00-38.00111.00172.00
Gross Margin32.5%32.5%27.4%32.9%37.7%
Operating Margin7.2%7.2%-0.6%9.9%21.1%
Net Margin16.5%16.5%-3.3%8.8%11.2%
Balance Sheet
Debt/Equity0.000.000.010.000.02
Current Ratio7.487.48———
Cash Flow
Free Cash Flow$745.4M$745.4M$2.72B$2.96B$1.81B
Returns
ROE6.1%6.1%-1.0%2.9%4.6%
Valuation
P/E18.7118.71—61.6235.41
EV/EBITDA12.1212.12228.0231.6625.45
P/B1.141.141.521.781.62
Growth & Yield
Revenue Growth29.5%29.5%-7.7%-17.8%—
EPS Growth755.3%755.3%-134.2%-35.5%—

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

18.4%

exigente

EPS terminal req.

$413.50

Spread vs growth

736.8%

5Y implied EPS CAGR

15.0%

razonable

EPS terminal req.

$500.33

Spread vs growth

740.3%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$805.79

Spread vs growth

742.8%

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 -5.3%

Total return

-5.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-38.00 → 249.00

Residual

-5.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-5.3%

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.