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234300.KQ$2980.00-1.00%
Fair $2980.00+0.0%

234300.KQ

STraffic Co,. Ltd

Technology / Software - ApplicationKOSDAQ

$2980.00

-30.00 (-1.00%)

Fairly Valued+0.0%Fair Value $2980.00Fund rank 25/100 · Data gapFallback financials|
SA 45/C
F-Score: 3/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-837.7M · quality 45.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

45/100

C

Piotroski

3/9

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 4.8%, below the 5% threshold
Thesis & Journal · 234300.KQLocal privado en este navegador · STraffic 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

$80.2B

P/E

16.6x

↓

EV/EBITDA

6.6x

↓

ROE

4.8%

↓

Gross Margin

20.4%

↓

Debt/Equity

0.22

↑
52-Week Range$2980
$2940$4440

TradingView lightweight chart

234300.KQ price, volumen y niveles de valoración

Último $2,980Periodo -70.1%
Fair value: $2,980

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

+8.4%

FCF CAGR

—

FCF margin

-0.5%

FCF / Net income

-0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $168.24B · net income $4.84B · FCF $-837.7M

2022-FY → 2025-FY

Gross margin

20.4%+0.2% pts

Operating margin

5.3%-1.9% pts

Net margin

2.9%-21.4% pts

FCF margin

-0.5%+8.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$168.24B$168.24B$189.04B$147.17B$132.07B
Net Income$4.84B$4.84B$5.98B$16.61B$32.04B
EBITDA$13.39B$13.39B$15.43B$22.33B$22.34B
EPS180.00180.00219.00527.001120.00
Gross Margin20.4%20.4%19.1%28.3%20.2%
Operating Margin5.3%5.3%6.0%11.8%7.3%
Net Margin2.9%2.9%3.2%11.3%24.3%
Balance Sheet
Debt/Equity0.220.220.210.180.30
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$-837.7M$-837.7M$1.15B$-20.30B$-12.12B
Returns
ROE4.8%4.8%6.1%17.7%49.6%
Valuation
P/E16.5616.5617.477.393.51
EV/EBITDA6.586.586.955.265.29
P/B0.790.791.081.211.74
Growth & Yield
Revenue Growth-11.0%-11.0%28.5%11.4%—
EPS Growth-17.8%-17.8%-58.4%-52.9%—
Dividend Yield4.7%4.7%———

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

13.7%

razonable

EPS terminal req.

$264.43

Spread vs growth

-31.5%

5Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$319.95

Spread vs growth

-30.0%

10Y implied EPS CAGR

11.1%

razonable

EPS terminal req.

$515.29

Spread vs growth

-28.9%

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 -18.3%

Total return

-18.3%

Start / end P/E

17.7x → 16.6x

EPS bridge

219.00 → 180.00

Residual

+1.1%

EPS growth-17.8%
Multiple rerating-6.3%
Dividend+4.7%
Residual / FX / buybacks / cross-term+1.1%

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.