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284740.KS$22150.00+0.23%
Fair $22150.00+0.0%

284740.KS

CUCKOO Homesys Co., Ltd

Industrials / Rental & Leasing ServicesKSE

$22150.00

+50.00 (+0.23%)

Fairly Valued+0.0%Fair Value $22150.00Fund rank 31/100 · Data gapFallback financials|
SA 47/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $29.1B · quality 59.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

47/100

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 · 284740.KSLocal privado en este navegador · CUCKOO Homesys 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

$496.7B

P/E

4.2x

↓

EV/EBITDA

1.9x

↓

ROE

11.0%

↑

Gross Margin

64.0%

↑

Debt/Equity

0.06

↓
52-Week Range$22150
$21550$31650

TradingView lightweight chart

284740.KS price, volumen y niveles de valoración

Último $22,150Periodo -44.9%
Fair value: $22,150

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

+6.1%

FCF CAGR

—

FCF margin

-0.2%

FCF / Net income

-0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.12T · net income $119.51B · FCF $-1.74B

2022-FY → 2025-FY

Gross margin

64.0%+3.2% pts

Operating margin

15.1%+2.3% pts

Net margin

10.7%-1.6% pts

FCF margin

-0.2%-2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1121.34B$1121.34B$1057.21B$954.55B$938.07B
Net Income$119.51B$119.51B$127.05B$111.97B$114.75B
EBITDA$206.45B$206.45B$229.89B$240.48B$227.71B
EPS5330.005330.005666.004994.005118.00
Gross Margin64.0%64.0%63.2%61.1%60.8%
Operating Margin15.1%15.1%16.1%15.2%12.8%
Net Margin10.7%10.7%12.0%11.7%12.2%
Balance Sheet
Debt/Equity0.060.060.110.030.06
Current Ratio2.182.18———
Cash Flow
Free Cash Flow$-1.74B$-1.74B$29.15B$43.81B$24.42B
Returns
ROE11.0%11.0%13.3%13.9%16.4%
Valuation
P/E4.164.163.544.215.51
EV/EBITDA1.941.941.641.632.58
P/B0.460.460.470.580.90
Growth & Yield
Revenue Growth6.1%6.1%10.8%1.8%—
EPS Growth-5.9%-5.9%13.5%-2.4%—
Dividend Yield5.4%5.4%———

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

-28.3%

fácil

EPS terminal req.

$1965.44

Spread vs growth

22.4%

5Y implied EPS CAGR

-14.9%

fácil

EPS terminal req.

$2378.19

Spread vs growth

9.0%

10Y implied EPS CAGR

-3.3%

fácil

EPS terminal req.

$3830.09

Spread vs growth

-2.7%

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 -11.6%

Total return

-11.6%

Start / end P/E

4.7x → 4.2x

EPS bridge

5666.00 → 5330.00

Residual

+0.7%

EPS growth-5.9%
Multiple rerating-11.8%
Dividend+5.4%
Residual / FX / buybacks / cross-term+0.7%

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.