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263600.KQ$4535.00-5.52%
Fair $4535.00+0.0%

263600.KQ

Derkwoo Electronics Co., Ltd

Technology / Electronic ComponentsKOSDAQ

$4535.00

-265.00 (-5.52%)

Fairly Valued+0.0%Fair Value $4535.00Fund rank 30/100 · Data gapFallback financials|
SA 35/D
F-Score: 6/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-15.5B · quality 63.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

35/100

D

Piotroski

6/9

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 · 263600.KQLocal privado en este navegador · Derkwoo Electronics 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

$72.2B

P/E

10.4x

↓

EV/EBITDA

6.6x

↓

ROE

6.5%

↑

Gross Margin

11.7%

↓

Debt/Equity

0.83

↑
52-Week Range$4535
$3795$6880

TradingView lightweight chart

263600.KQ price, volumen y niveles de valoración

Último $4,535Periodo -42.8%
Fair value: $4,535

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

-5.4%

FCF CAGR

—

FCF margin

-8.7%

FCF / Net income

-2.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $176.95B · net income $6.91B · FCF $-15.48B

2022-FY → 2025-FY

Gross margin

11.7%-5.5% pts

Operating margin

0.9%-8.2% pts

Net margin

3.9%-2.5% pts

FCF margin

-8.7%-1.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$176.95B$176.95B$160.95B$154.77B$208.97B
Net Income$6.91B$6.91B$-483.0M$-8.55B$13.38B
EBITDA$22.84B$22.84B$15.88B$3.54B$28.23B
EPS434.00434.00-30.00-537.00840.00
Gross Margin11.7%11.7%10.2%5.7%17.2%
Operating Margin0.9%0.9%-0.6%-5.7%9.1%
Net Margin3.9%3.9%-0.3%-5.5%6.4%
Balance Sheet
Debt/Equity0.830.830.700.590.47
Current Ratio1.021.02———
Cash Flow
Free Cash Flow$-15.48B$-15.48B$-10.96B$-29.84B$-16.21B
Returns
ROE6.5%6.5%-0.5%-8.5%12.1%
Valuation
P/E10.4510.45——8.29
EV/EBITDA6.586.588.4860.244.77
P/B0.680.680.791.721.01
Growth & Yield
Revenue Growth9.9%9.9%4.0%-25.9%—
EPS Growth1546.7%1546.7%94.4%-163.9%—

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

-2.5%

fácil

EPS terminal req.

$402.41

Spread vs growth

1549.2%

5Y implied EPS CAGR

2.3%

fácil

EPS terminal req.

$486.91

Spread vs growth

1544.3%

10Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$784.17

Spread vs growth

1540.6%

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 -0.1%

Total return

-0.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-30.00 → 434.00

Residual

-0.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.1%

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.