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281740.KQ$17340.00-4.67%
Fair $17340.00+0.0%

281740.KQ

Lake Materials Co., Ltd.

Basic Materials / Specialty ChemicalsKOSDAQ

$17340.00

-850.00 (-4.67%)

Fairly Valued+0.0%Fair Value $17340.00Fund rank 21/100 · Data gapFallback financials|
SA 31/D
F-Score: 5/9
Margin Compression

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 17%

FCF escenarios

weak_data · normalized FCF $-43.5B · quality 38.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

31/100

D

Piotroski

5/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · 281740.KQLocal privado en este navegador · Lake Materials 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

$1.14T

P/E

148.2x

↑

EV/EBITDA

46.6x

↑

ROE

5.7%

↑

Gross Margin

20.4%

↑

Debt/Equity

1.49

↑
52-Week Range$17340
$11000$28700

TradingView lightweight chart

281740.KQ price, volumen y niveles de valoración

Último $17,340Periodo +787.0%
Fair value: $17,340

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

+2.4%

FCF CAGR

—

FCF margin

1.3%

FCF / Net income

0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $141.23B · net income $7.69B · FCF $1.81B

2022-FY → 2025-FY

Gross margin

20.4%-13.6% pts

Operating margin

9.4%-17.5% pts

Net margin

5.4%-15.1% pts

FCF margin

1.3%+21.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$141.23B$141.23B$138.73B$117.79B$131.51B
Net Income$7.69B$7.69B$20.87B$24.13B$27.01B
EBITDA$28.32B$28.32B$37.89B$40.46B$40.45B
EPS117.00117.00317.00367.00411.00
Gross Margin20.4%20.4%26.1%35.8%34.1%
Operating Margin9.4%9.4%16.0%25.1%26.9%
Net Margin5.4%5.4%15.0%20.5%20.5%
Balance Sheet
Debt/Equity1.491.491.501.571.24
Current Ratio1.031.03———
Cash Flow
Free Cash Flow$1.81B$1.81B$-43.49B$-46.87B$-26.79B
Returns
ROE5.7%5.7%16.0%22.0%31.4%
Valuation
P/E148.21148.2136.8851.3911.47
EV/EBITDA46.6146.6124.9134.039.72
P/B8.468.465.9111.293.60
Growth & Yield
Revenue Growth1.8%1.8%17.8%-10.4%—
EPS Growth-63.1%-63.1%-13.6%-10.7%—
Dividend Yield0.2%0.2%———

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

136.0%

muy exigente

EPS terminal req.

$1538.64

Spread vs growth

-199.1%

5Y implied EPS CAGR

73.9%

muy exigente

EPS terminal req.

$1861.75

Spread vs growth

-137.0%

10Y implied EPS CAGR

38.3%

muy exigente

EPS terminal req.

$2998.37

Spread vs growth

-101.4%

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 +45.0%

Total return

+45.0%

Start / end P/E

37.8x → 148.2x

EPS bridge

317.00 → 117.00

Residual

-184.5%

EPS growth-63.1%
Multiple rerating+292.5%
Dividend+0.2%
Residual / FX / buybacks / cross-term-184.5%

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.