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264850.KQ$6450.00-0.62%
Fair $6450.00+0.0%

264850.KQ

Elensys Co.,Ltd.

Technology / Electronic ComponentsKOSDAQ

$6450.00

-40.00 (-0.62%)

Fairly Valued+0.0%Fair Value $6450.00Fund rank 32/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $5.5B · quality 62.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

45/100

C

Piotroski

4/9

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 · 264850.KQLocal privado en este navegador · Elensys 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

$195.4B

P/E

46.1x

↑

EV/EBITDA

27.0x

↑

ROE

7.9%

↑

Gross Margin

12.9%

↓

Debt/Equity

0.05

↓
52-Week Range$6450
$4220$9530

TradingView lightweight chart

264850.KQ price, volumen y niveles de valoración

Último $6,450Periodo +222.5%
Fair value: $6,450

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

-5.6%

FCF CAGR

—

FCF margin

4.7%

FCF / Net income

0.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $69.57B · net income $4.24B · FCF $3.27B

2022-FY → 2025-FY

Gross margin

12.9%+0.5% pts

Operating margin

5.6%-1.0% pts

Net margin

6.1%-0.2% pts

FCF margin

4.7%+5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$69.57B$69.57B$71.56B$68.45B$82.60B
Net Income$4.24B$4.24B$4.99B$4.98B$5.17B
EBITDA$7.14B$7.14B$7.66B$8.13B$8.46B
EPS140.00140.00166.00167.00175.00
Gross Margin12.9%12.9%14.9%14.2%12.3%
Operating Margin5.6%5.6%8.2%8.0%6.6%
Net Margin6.1%6.1%7.0%7.3%6.3%
Balance Sheet
Debt/Equity0.050.050.050.120.23
Current Ratio2.612.61———
Cash Flow
Free Cash Flow$3.27B$3.27B$5.46B$8.93B$-537.6M
Returns
ROE7.9%7.9%9.6%10.6%12.1%
Valuation
P/E46.0746.0733.3725.4213.60
EV/EBITDA26.9626.9621.6315.778.98
P/B3.623.623.202.701.65
Growth & Yield
Revenue Growth-2.8%-2.8%4.5%-17.1%—
EPS Growth-15.7%-15.7%-0.6%-4.6%—
Dividend Yield0.8%0.8%———

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

59.9%

muy exigente

EPS terminal req.

$572.33

Spread vs growth

-75.6%

5Y implied EPS CAGR

37.7%

muy exigente

EPS terminal req.

$692.52

Spread vs growth

-53.3%

10Y implied EPS CAGR

23.1%

exigente

EPS terminal req.

$1115.31

Spread vs growth

-38.7%

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 +33.2%

Total return

+33.2%

Start / end P/E

29.3x → 46.1x

EPS bridge

166.00 → 140.00

Residual

-8.9%

EPS growth-15.7%
Multiple rerating+57.0%
Dividend+0.8%
Residual / FX / buybacks / cross-term-8.9%

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.