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274090.KQ$25100.00-6.17%
Fair $25100.00+0.0%

274090.KQ

Kencoa Aerospace Corporation

Industrials / Aerospace & DefenseKOSDAQ

$25100.00

-1650.00 (-6.17%)

Fairly Valued+0.0%Fair Value $25100.00Fund rank 31/100 · Data gapFallback financials|
SA 34/D
F-Score: 1/9
Declining RevenueMargin CompressionLow 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 23%

FCF escenarios

weak_data · normalized FCF $-30.2B · quality 66.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

34/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is -9.7%, below the 5% threshold
Thesis & Journal · 274090.KQLocal privado en este navegador · Kencoa Aerospace Corporation
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

$328.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-9.7%

↓

Gross Margin

5.5%

↓

Debt/Equity

0.34

↑
52-Week Range$25100
$9610$39600

TradingView lightweight chart

274090.KQ price, volumen y niveles de valoración

Último $25,100Periodo +144.9%
Fair value: $25,100

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

+0.2%

FCF CAGR

—

FCF margin

-39.5%

FCF / Net income

1.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $76.39B · net income $-15.47B · FCF $-30.19B

2022-FY → 2025-FY

Gross margin

5.5%-14.4% pts

Operating margin

-12.1%-22.6% pts

Net margin

-20.3%-24.5% pts

FCF margin

-39.5%-27.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$76.39B$76.39B$86.15B$91.14B$75.86B
Net Income$-15.47B$-15.47B$-7.71B$-1.85B$3.24B
EBITDA$-3.07B$-3.07B$3.63B$9.27B$13.01B
EPS-1183.00-1183.00-597.00-146.00269.00
Gross Margin5.5%5.5%7.3%11.2%19.9%
Operating Margin-12.1%-12.1%-6.2%1.0%10.5%
Net Margin-20.3%-20.3%-8.9%-2.0%4.3%
Balance Sheet
Debt/Equity0.340.340.291.061.25
Current Ratio3.813.81———
Cash Flow
Free Cash Flow$-30.19B$-30.19B$-47.80B$-13.06B$-9.19B
Returns
ROE-9.7%-9.7%-4.2%-3.2%8.5%
Valuation
P/E————47.96
EV/EBITDA——47.7123.7615.00
P/B2.052.050.742.914.08
Growth & Yield
Revenue Growth-11.3%-11.3%-5.5%20.2%—
EPS Growth-98.2%-98.2%-308.9%-154.3%—

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 +92.5%

Total return

+92.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-597.00 → -1183.00

Residual

+92.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+92.5%

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.