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241770.KQ$36650.00+0.96%
Fair $36650.00+0.0%

241770.KQ

Mecaro Co., Ltd.

Technology / Semiconductor Equipment & MaterialsKOSDAQ

$36650.00

+350.00 (+0.96%)

Fairly Valued+0.0%Fair Value $36650.00Fund rank 25/100 · Data gapFallback financials|
SA 65/B
F-Score: 8/9

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 18%

FCF escenarios

weak_data · normalized FCF $-12.4B · quality 45.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

65/100

B

Piotroski

8/9

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 · 241770.KQLocal privado en este navegador · Mecaro 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

$365.9B

P/E

28.9x

↑

EV/EBITDA

12.2x

↓

ROE

6.2%

↑

Gross Margin

50.5%

↑

Debt/Equity

0.00

↓
52-Week Range$36650
$10730$43000

TradingView lightweight chart

241770.KQ price, volumen y niveles de valoración

Último $36,650Periodo -4.8%
Fair value: $36,650

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

+20.6%

FCF CAGR

—

FCF margin

4.1%

FCF / Net income

0.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $94.61B · net income $12.61B · FCF $3.85B

2022-FY → 2025-FY

Gross margin

50.5%+10.5% pts

Operating margin

16.2%+11.5% pts

Net margin

13.3%-67.6% pts

FCF margin

4.1%+36.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$94.61B$94.61B$62.86B$38.59B$53.99B
Net Income$12.61B$12.61B$5.52B$-2.36B$43.69B
EBITDA$25.47B$25.47B$18.59B$4.59B$13.12B
EPS1269.001269.00560.00-240.004452.00
Gross Margin50.5%50.5%46.3%38.0%40.0%
Operating Margin16.2%16.2%6.6%-19.8%4.7%
Net Margin13.3%13.3%8.8%-6.1%80.9%
Balance Sheet
Debt/Equity0.000.000.010.010.01
Current Ratio9.609.60———
Cash Flow
Free Cash Flow$3.85B$3.85B$-12.39B$-45.70B$-17.27B
Returns
ROE6.2%6.2%2.9%-1.3%22.8%
Valuation
P/E28.8828.8814.70—2.52
EV/EBITDA12.2112.212.3517.99-0.49
P/B1.781.780.420.500.57
Growth & Yield
Revenue Growth50.5%50.5%62.9%-28.5%—
EPS Growth126.6%126.6%333.3%-105.4%—
Dividend Yield0.9%0.9%———

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

36.8%

muy exigente

EPS terminal req.

$3252.08

Spread vs growth

89.8%

5Y implied EPS CAGR

25.4%

muy exigente

EPS terminal req.

$3935.01

Spread vs growth

101.2%

10Y implied EPS CAGR

17.4%

exigente

EPS terminal req.

$6337.38

Spread vs growth

109.2%

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 +198.2%

Total return

+198.2%

Start / end P/E

22.0x → 28.9x

EPS bridge

560.00 → 1269.00

Residual

+39.5%

EPS growth+126.6%
Multiple rerating+31.2%
Dividend+0.9%
Residual / FX / buybacks / cross-term+39.5%

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.