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220180.KQ$1593.00-8.34%
Fair $1593.00+0.0%

220180.KQ

HANDYSOFT, Inc.

Technology / Software - InfrastructureKOSDAQ

$1593.00

-145.00 (-8.34%)

Fairly Valued+0.0%Fair Value $1593.00Fund rank 29/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9
Low 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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $2.2B · quality 51.7/100

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

38/100

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: 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. ROE is 1.0%, below the 5% threshold
Thesis & Journal · 220180.KQLocal privado en este navegador · HANDYSOFT, Inc.
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

$38.1B

P/E

40.8x

↑

EV/EBITDA

-9.5x

↓

ROE

1.0%

↓

Gross Margin

30.7%

↓

Debt/Equity

0.00

↓
52-Week Range$1593
$1588$3940

TradingView lightweight chart

220180.KQ price, volumen y niveles de valoración

Último $1,593Periodo -82.3%
Fair value: $1,593

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

-1.7%

FCF CAGR

—

FCF margin

-14.3%

FCF / Net income

-5.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $31.44B · net income $816.7M · FCF $-4.48B

2022-FY → 2025-FY

Gross margin

30.7%+5.2% pts

Operating margin

-1.5%-2.9% pts

Net margin

2.6%-0.6% pts

FCF margin

-14.3%-16.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$31.44B$31.44B$28.37B$26.12B$33.11B
Net Income$816.7M$816.7M$849.7M$2.07B$1.05B
EBITDA$2.20B$2.20B$-227.9M$2.38B$1.05B
EPS39.0039.0044.00107.0054.00
Gross Margin30.7%30.7%27.2%26.6%25.6%
Operating Margin-1.5%-1.5%-7.0%-3.7%1.4%
Net Margin2.6%2.6%3.0%7.9%3.2%
Balance Sheet
Debt/Equity0.000.000.010.010.02
Current Ratio4.874.87———
Cash Flow
Free Cash Flow$-4.48B$-4.48B$4.46B$2.18B$574.3M
Returns
ROE1.0%1.0%1.2%3.1%1.6%
Valuation
P/E40.8540.8563.3035.4754.44
EV/EBITDA-9.49-9.49—26.209.15
P/B0.430.430.791.090.90
Growth & Yield
Revenue Growth10.8%10.8%8.6%-21.1%—
EPS Growth-11.4%-11.4%-58.9%98.1%—

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

53.6%

muy exigente

EPS terminal req.

$141.35

Spread vs growth

-65.0%

5Y implied EPS CAGR

34.4%

muy exigente

EPS terminal req.

$171.04

Spread vs growth

-45.8%

10Y implied EPS CAGR

21.6%

exigente

EPS terminal req.

$275.46

Spread vs growth

-33.0%

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 -37.3%

Total return

-37.3%

Start / end P/E

57.7x → 40.8x

EPS bridge

44.00 → 39.00

Residual

+3.3%

EPS growth-11.4%
Multiple rerating-29.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term+3.3%

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.