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247660.KQ$4135.00-6.13%
Fair $4135.00+0.0%

247660.KQ

NANOCMS Co.,Ltd

Basic Materials / ChemicalsKOSDAQ

$4135.00

-270.00 (-6.13%)

Fairly Valued+0.0%Fair Value $4135.00Fund rank 27/100 · Data gapFallback financials|
SA 17/F
F-Score: 7/9
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 20%

FCF escenarios

weak_data · normalized FCF $-1.1B · quality 55.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

17/100

F

Piotroski

7/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is -12.2%, below the 5% threshold
Thesis & Journal · 247660.KQLocal privado en este navegador · NANOCMS 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

$18.0B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-12.2%

↓

Gross Margin

31.9%

↑

Debt/Equity

0.12

↓
52-Week Range$4135
$3500$5920

TradingView lightweight chart

247660.KQ price, volumen y niveles de valoración

Último $4,135Periodo -82.7%
Fair value: $4,135

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

-10.6%

FCF CAGR

—

FCF margin

4.6%

FCF / Net income

-0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.29B · net income $-2.20B · FCF $241.0M

2022-FY → 2025-FY

Gross margin

31.9%-23.0% pts

Operating margin

-37.7%-45.2% pts

Net margin

-41.5%-44.3% pts

FCF margin

4.6%+54.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.29B$5.29B$4.65B$4.58B$7.41B
Net Income$-2.20B$-2.20B$-8.84B$-4.14B$206.4M
EBITDA$-124.6M$-124.6M$-6.99B$-1.36B$2.11B
EPS-506.00-506.00-2069.00-968.0049.00
Gross Margin31.9%31.9%-90.4%26.0%54.9%
Operating Margin-37.7%-37.7%-190.5%-69.0%7.5%
Net Margin-41.5%-41.5%-190.2%-90.2%2.8%
Balance Sheet
Debt/Equity0.120.120.350.280.40
Current Ratio2.862.86———
Cash Flow
Free Cash Flow$241.0M$241.0M$-1.05B$-1.98B$-3.69B
Returns
ROE-12.2%-12.2%-46.0%-15.4%0.7%
Valuation
P/E————441.84
EV/EBITDA————48.24
P/B0.990.991.522.232.94
Growth & Yield
Revenue Growth13.8%13.8%1.5%-38.2%—
EPS Growth75.5%75.5%-113.7%-2075.5%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -26.4%

Total return

-26.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-2069.00 → -506.00

Residual

-26.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-26.4%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.