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226590.KQ$15710.00-3.26%
Fair $15710.00+0.0%

226590.KQ

226590.KQ

Technology / Electronic ComponentsKOSDAQ

$15710.00

-530.00 (-3.26%)

Fairly Valued+0.0%Fair Value $15710.00Fund rank 23/100 · Data gapFallback financials|
SA 53/C
F-Score: 4/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-5.2B · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 3/100Data 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

53/100

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: 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 · 226590.KQLocal privado en este navegador · 226590.KQ
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

$167.0B

P/E

22.3x

↑

EV/EBITDA

11.2x

↓

ROE

22.7%

↑

Gross Margin

15.2%

↓

Debt/Equity

0.46

↑
52-Week Range$15710
$9090$38000

TradingView lightweight chart

226590.KQ price, volumen y niveles de valoración

Último $15,710Periodo +28.8%
Fair value: $15,710

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

+112.1%

FCF CAGR

—

FCF margin

-26.5%

FCF / Net income

-2.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $96.49B · net income $10.73B · FCF $-25.60B

2022-FY → 2025-FY

Gross margin

15.2%+16.2% pts

Operating margin

12.0%+24.6% pts

Net margin

11.1%+43.7% pts

FCF margin

-26.5%-47.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$96.49B$96.49B$48.31B$9.85B$10.12B
Net Income$10.73B$10.73B$3.00B$-7.34B$-3.29B
EBITDA$15.88B$15.88B$7.35B$-4.12B$1.27B
EPS705.00705.00353.00-2153.00-966.00
Gross Margin15.2%15.2%13.9%-33.9%-1.0%
Operating Margin12.0%12.0%9.9%-48.1%-12.7%
Net Margin11.1%11.1%6.2%-74.5%-32.6%
Balance Sheet
Debt/Equity0.460.460.303.982.53
Current Ratio1.271.27———
Cash Flow
Free Cash Flow$-25.60B$-25.60B$-3.12B$-5.20B$2.14B
Returns
ROE22.7%22.7%11.5%-158.4%-27.5%
Valuation
P/E22.2822.28———
EV/EBITDA11.2411.24———
P/B3.533.53———
Growth & Yield
Revenue Growth99.8%99.8%390.4%-2.6%—
EPS Growth99.7%99.7%116.4%-122.9%—

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

25.5%

muy exigente

EPS terminal req.

$1394.00

Spread vs growth

74.2%

5Y implied EPS CAGR

19.1%

exigente

EPS terminal req.

$1686.74

Spread vs growth

80.7%

10Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$2716.51

Spread vs growth

85.3%

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 +33.9%

Total return

+33.9%

Start / end P/E

33.2x → 22.3x

EPS bridge

353.00 → 705.00

Residual

-32.8%

EPS growth+99.7%
Multiple rerating-32.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-32.8%

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.