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224060.KQ$4000.00-4.42%
Fair $4000.00+0.0%

224060.KQ

THE CODI Co.,LTD.

Technology / Semiconductor Equipment & MaterialsKOSDAQ

$4000.00

-185.00 (-4.42%)

Fairly Valued+0.0%Fair Value $4000.00Fund rank 28/100 · Data gapFallback financials|
SA 46/C
F-Score: 5/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-5.8B · quality 61.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

46/100

C

Piotroski

5/9

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 · 224060.KQLocal privado en este navegador · THE CODI 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

$20.5B

P/E

0.8x

↓

EV/EBITDA

N/A

•

ROE

20.5%

↑

Gross Margin

19.1%

↓

Debt/Equity

0.45

↑
52-Week Range$4000
$2400$7470

TradingView lightweight chart

224060.KQ price, volumen y niveles de valoración

Último $4,000Periodo -90.2%
Fair value: $4,000

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

+7.9%

FCF CAGR

—

FCF margin

-20.8%

FCF / Net income

-0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.27B · net income $24.29B · FCF $-5.27B

2022-FY → 2025-FY

Gross margin

19.1%+19.8% pts

Operating margin

-0.7%+44.2% pts

Net margin

96.1%+166.3% pts

FCF margin

-20.8%+64.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$25.27B$25.27B$27.13B$20.21B$20.11B
Net Income$24.29B$24.29B$15.46B$-7.98B$-14.10B
EBITDA$-2.37B$-2.37B$2.26B$-10.83B$-19.18B
EPS4732.004732.003249.00-2047.00-4853.00
Gross Margin19.1%19.1%19.6%-8.3%-0.6%
Operating Margin-0.7%-0.7%1.7%-40.9%-44.9%
Net Margin96.1%96.1%57.0%-39.5%-70.1%
Balance Sheet
Debt/Equity0.450.450.591.150.98
Current Ratio1.021.02———
Cash Flow
Free Cash Flow$-5.27B$-5.27B$-5.80B$-11.91B$-17.11B
Returns
ROE20.5%20.5%16.5%-17.0%-30.0%
Valuation
P/E0.850.851.28——
EV/EBITDA——29.74——
P/B0.170.170.210.560.50
Growth & Yield
Revenue Growth-6.9%-6.9%34.2%0.5%—
EPS Growth45.6%45.6%258.7%57.8%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-57.8%

fácil

EPS terminal req.

$354.93

Spread vs growth

103.5%

5Y implied EPS CAGR

-38.1%

fácil

EPS terminal req.

$429.47

Spread vs growth

83.8%

10Y implied EPS CAGR

-17.5%

fácil

EPS terminal req.

$691.66

Spread vs growth

63.1%

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 +19.4%

Total return

+19.4%

Start / end P/E

1.0x → 0.8x

EPS bridge

3249.00 → 4732.00

Residual

-8.2%

EPS growth+45.6%
Multiple rerating-18.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-8.2%

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.