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253590.KQ$13420.00-0.99%
Fair $13420.00+0.0%

253590.KQ

Neosem Inc.

Technology / SemiconductorsKOSDAQ

$13420.00

-140.00 (-0.99%)

Fairly Valued+0.0%Fair Value $13420.00Fund rank 30/100 · Data gapFallback financials|
SA 40/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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $4.9B · quality 51.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

40/100

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 4.5%, below the 5% threshold
Thesis & Journal · 253590.KQLocal privado en este navegador · Neosem Inc.
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

$570.3B

P/E

109.1x

↑

EV/EBITDA

77.7x

↑

ROE

4.5%

↓

Gross Margin

46.6%

↑

Debt/Equity

0.21

↓
52-Week Range$13420
$7610$21400

TradingView lightweight chart

253590.KQ price, volumen y niveles de valoración

Último $13,980Periodo +602.5%
Fair value: $13,420

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

-5.0%

FCF CAGR

—

FCF margin

-20.2%

FCF / Net income

-2.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $63.94B · net income $5.34B · FCF $-12.92B

2022-FY → 2025-FY

Gross margin

46.6%+8.9% pts

Operating margin

6.3%-4.9% pts

Net margin

8.4%-5.0% pts

FCF margin

-20.2%-33.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$63.94B$63.94B$105.24B$100.93B$74.67B
Net Income$5.34B$5.34B$19.22B$8.28B$10.00B
EBITDA$7.56B$7.56B$24.49B$11.32B$15.08B
EPS123.00123.00452.00206.00273.00
Gross Margin46.6%46.6%37.4%30.2%37.7%
Operating Margin6.3%6.3%15.6%8.0%11.2%
Net Margin8.4%8.4%18.3%8.2%13.4%
Balance Sheet
Debt/Equity0.210.210.040.060.37
Current Ratio4.694.69———
Cash Flow
Free Cash Flow$-12.92B$-12.92B$14.96B$4.86B$10.10B
Returns
ROE4.5%4.5%16.6%9.5%16.1%
Valuation
P/E109.11109.1121.9953.3013.39
EV/EBITDA77.7277.7215.3336.828.47
P/B4.894.893.655.092.15
Growth & Yield
Revenue Growth-39.2%-39.2%4.3%35.2%—
EPS Growth-72.8%-72.8%119.4%-24.5%—
Dividend Yield0.7%0.7%———

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

113.1%

muy exigente

EPS terminal req.

$1190.80

Spread vs growth

-185.9%

5Y implied EPS CAGR

63.6%

muy exigente

EPS terminal req.

$1440.87

Spread vs growth

-136.4%

10Y implied EPS CAGR

34.1%

muy exigente

EPS terminal req.

$2320.53

Spread vs growth

-106.9%

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 +47.3%

Total return

+47.3%

Start / end P/E

21.1x → 113.7x

EPS bridge

452.00 → 123.00

Residual

-319.2%

EPS growth-72.8%
Multiple rerating+438.5%
Dividend+0.7%
Residual / FX / buybacks / cross-term-319.2%

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.