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277410.KQ$880.00-5.67%
Fair $880.00+0.0%

277410.KQ

INSAN Inc.

Consumer Defensive / Packaged FoodsKOSDAQ

$880.00

-53.00 (-5.67%)

Fairly Valued+0.0%Fair Value $880.00Fund rank 24/100 · Data gapFallback financials|
SA 25/D
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-14.2B · quality 48.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

25/100

D

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 1.0%, below the 5% threshold
Thesis & Journal · 277410.KQLocal privado en este navegador · INSAN 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

$33.2B

P/E

80.0x

↑

EV/EBITDA

22.9x

↑

ROE

1.0%

↓

Gross Margin

55.2%

↑

Debt/Equity

0.65

↑
52-Week Range$880
$870$1700

TradingView lightweight chart

277410.KQ price, volumen y niveles de valoración

Último $881.00Periodo -57.6%
Fair value: $880.00

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

+2.2%

FCF CAGR

—

FCF margin

-51.1%

FCF / Net income

-28.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $35.80B · net income $651.6M · FCF $-18.31B

2022-FY → 2025-FY

Gross margin

55.2%-5.9% pts

Operating margin

6.4%-7.6% pts

Net margin

1.8%-8.9% pts

FCF margin

-51.1%-17.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$35.80B$35.80B$32.48B$37.30B$33.54B
Net Income$651.6M$651.6M$887.5M$4.97B$3.58B
EBITDA$3.15B$3.15B$3.37B$8.35B$6.35B
EPS11.0011.0018.00127.00110.00
Gross Margin55.2%55.2%55.3%62.9%61.1%
Operating Margin6.4%6.4%2.5%15.4%14.0%
Net Margin1.8%1.8%2.7%13.3%10.7%
Balance Sheet
Debt/Equity0.650.650.470.290.60
Current Ratio0.590.59———
Cash Flow
Free Cash Flow$-18.31B$-18.31B$-14.20B$4.08B$-11.45B
Returns
ROE1.0%1.0%1.4%7.6%7.0%
Valuation
P/E80.0080.0073.6114.8616.41
EV/EBITDA22.9122.9127.6010.5013.49
P/B0.510.511.001.131.15
Growth & Yield
Revenue Growth10.2%10.2%-12.9%11.2%—
EPS Growth-38.9%-38.9%-85.8%15.5%—
Dividend Yield2.3%2.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

92.2%

muy exigente

EPS terminal req.

$78.09

Spread vs growth

-131.1%

5Y implied EPS CAGR

53.7%

muy exigente

EPS terminal req.

$94.48

Spread vs growth

-92.6%

10Y implied EPS CAGR

30.0%

muy exigente

EPS terminal req.

$152.17

Spread vs growth

-68.9%

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 -26.6%

Total return

-26.6%

Start / end P/E

68.8x → 80.1x

EPS bridge

18.00 → 11.00

Residual

-6.4%

EPS growth-38.9%
Multiple rerating+16.4%
Dividend+2.3%
Residual / FX / buybacks / cross-term-6.4%

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.