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281820.KS$59700.00+0.96%
Fair $59700.00+0.0%

281820.KS

KCTech Co., Ltd.

Technology / Semiconductor Equipment & MaterialsKSE

$59700.00

+600.00 (+0.96%)

Fairly Valued+0.0%Fair Value $59700.00Fund rank 33/100 · Data gapFallback financials|
SA 55/C
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $31.5B · quality 66.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

55/100

C

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 · 281820.KSLocal privado en este navegador · KCTech 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

$1.18T

P/E

22.2x

↑

EV/EBITDA

13.7x

↑

ROE

10.1%

↑

Gross Margin

37.2%

↑

Debt/Equity

0.00

↓
52-Week Range$59700
$24150$82500

TradingView lightweight chart

281820.KS price, volumen y niveles de valoración

Último $63,200Periodo +178.4%
Fair value: $59,700

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

+0.4%

FCF CAGR

-8.0%

FCF margin

8.2%

FCF / Net income

0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $382.86B · net income $53.39B · FCF $31.53B

2022-FY → 2025-FY

Gross margin

37.2%+2.6% pts

Operating margin

15.7%-0.3% pts

Net margin

13.9%-0.7% pts

FCF margin

8.2%-2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$382.86B$382.86B$385.43B$286.91B$378.19B
Net Income$53.39B$53.39B$52.69B$31.70B$55.39B
EBITDA$84.44B$84.44B$82.89B$58.31B$85.98B
EPS2685.002685.002615.001562.002692.00
Gross Margin37.2%37.2%32.1%34.3%34.7%
Operating Margin15.7%15.7%12.9%11.4%16.0%
Net Margin13.9%13.9%13.7%11.0%14.6%
Balance Sheet
Debt/Equity0.000.000.010.010.01
Current Ratio6.006.00———
Cash Flow
Free Cash Flow$31.53B$31.53B$87.93B$12.87B$40.50B
Returns
ROE10.1%10.1%10.9%7.0%13.0%
Valuation
P/E22.2322.2311.1119.655.83
EV/EBITDA13.7413.746.109.833.62
P/B2.242.241.211.380.76
Growth & Yield
Revenue Growth-0.7%-0.7%34.3%-24.1%—
EPS Growth2.7%2.7%67.4%-42.0%—
Dividend Yield0.7%0.7%———

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

25.4%

muy exigente

EPS terminal req.

$5297.38

Spread vs growth

-22.7%

5Y implied EPS CAGR

19.0%

exigente

EPS terminal req.

$6409.83

Spread vs growth

-16.3%

10Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$10323.09

Spread vs growth

-11.7%

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 +135.7%

Total return

+135.7%

Start / end P/E

10.3x → 23.5x

EPS bridge

2615.00 → 2685.00

Residual

+3.4%

EPS growth+2.7%
Multiple rerating+128.8%
Dividend+0.7%
Residual / FX / buybacks / cross-term+3.4%

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.