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252990.KQ$12520.00-1.18%
Fair $12520.00+0.0%

252990.KQ

SEMCNS Co., Ltd.

Technology / SemiconductorsKOSDAQ

$12520.00

-150.00 (-1.18%)

Fairly Valued+0.0%Fair Value $12520.00Fund rank 26/100 · Data gapFallback financials|
SA 57/C
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 $-17.0B · quality 44.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

57/100

C

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 · 252990.KQLocal privado en este navegador · SEMCNS 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

$714.3B

P/E

48.2x

↑

EV/EBITDA

33.7x

↑

ROE

9.0%

↑

Gross Margin

48.0%

↑

Debt/Equity

0.47

↑
52-Week Range$12520
$4255$15920

TradingView lightweight chart

252990.KQ price, volumen y niveles de valoración

Último $12,520Periodo +50.5%
Fair value: $12,520

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

+15.9%

FCF CAGR

+54.8%

FCF margin

12.7%

FCF / Net income

0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $77.99B · net income $15.06B · FCF $9.93B

2022-FY → 2025-FY

Gross margin

48.0%-9.8% pts

Operating margin

18.8%-10.9% pts

Net margin

19.3%-10.9% pts

FCF margin

12.7%+7.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$77.99B$77.99B$53.32B$30.93B$50.12B
Net Income$15.06B$15.06B$3.32B$-1.31B$15.14B
EBITDA$23.61B$23.61B$12.59B$3.09B$20.58B
EPS260.00260.0060.00-27.00268.00
Gross Margin48.0%48.0%37.1%37.8%57.8%
Operating Margin18.8%18.8%9.8%-9.4%29.7%
Net Margin19.3%19.3%6.2%-4.2%30.2%
Balance Sheet
Debt/Equity0.470.470.490.760.63
Current Ratio2.912.91———
Cash Flow
Free Cash Flow$9.93B$9.93B$-17.01B$-75.15B$2.68B
Returns
ROE9.0%9.0%2.3%-1.3%13.5%
Valuation
P/E48.1548.1571.67—15.34
EV/EBITDA33.6833.6824.11110.4913.89
P/B4.364.361.652.742.07
Growth & Yield
Revenue Growth46.3%46.3%72.3%-38.3%—
EPS Growth333.3%333.3%322.2%-110.1%—

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

62.3%

muy exigente

EPS terminal req.

$1110.94

Spread vs growth

271.1%

5Y implied EPS CAGR

38.9%

muy exigente

EPS terminal req.

$1344.24

Spread vs growth

294.4%

10Y implied EPS CAGR

23.6%

exigente

EPS terminal req.

$2164.91

Spread vs growth

309.7%

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 +166.4%

Total return

+166.4%

Start / end P/E

78.3x → 48.2x

EPS bridge

60.00 → 260.00

Residual

-128.4%

EPS growth+333.3%
Multiple rerating-38.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-128.4%

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.