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286940.KS$23550.00+4.90%
Fair $23550.00+0.0%

286940.KS

LOTTE INNOVATE Co.,Ltd

Technology / Information Technology ServicesKSE

$23550.00

+1100.00 (+4.90%)

Fairly Valued+0.0%Fair Value $23550.00Fund rank 24/100 · Data gapFallback financials|
SA 44/C
F-Score: 6/9
Declining RevenueLow 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 17%

FCF escenarios

weak_data · normalized FCF $13.5B · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

44/100

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: 2unknown: 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 ROE is 2.3%, below the 5% threshold
Thesis & Journal · 286940.KSLocal privado en este navegador · LOTTE INNOVATE 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

$356.3B

P/E

35.8x

↑

EV/EBITDA

4.5x

↓

ROE

2.3%

↓

Gross Margin

9.2%

↓

Debt/Equity

0.42

↑
52-Week Range$23550
$18170$28450

TradingView lightweight chart

286940.KS price, volumen y niveles de valoración

Último $23,550Periodo -20.2%
Fair value: $23,550

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

+3.7%

FCF CAGR

—

FCF margin

3.7%

FCF / Net income

4.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.17T · net income $9.94B · FCF $42.73B

2022-FY → 2025-FY

Gross margin

9.2%+0.2% pts

Operating margin

2.7%-0.6% pts

Net margin

0.8%-2.1% pts

FCF margin

3.7%+6.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1169.83B$1169.83B$1180.37B$1196.72B$1047.70B
Net Income$9.94B$9.94B$12.85B$42.00B$30.49B
EBITDA$94.60B$94.60B$85.29B$107.60B$86.08B
EPS657.00657.00849.002776.002015.00
Gross Margin9.2%9.2%9.0%10.5%8.9%
Operating Margin2.7%2.7%2.2%4.8%3.3%
Net Margin0.8%0.8%1.1%3.5%2.9%
Balance Sheet
Debt/Equity0.420.420.470.360.27
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$42.73B$42.73B$-35.49B$13.52B$-32.53B
Returns
ROE2.3%2.3%3.1%10.1%7.2%
Valuation
P/E35.8435.8423.2310.7412.19
EV/EBITDA4.474.474.554.504.69
P/B0.840.840.711.080.87
Growth & Yield
Revenue Growth-0.9%-0.9%-1.4%14.2%—
EPS Growth-22.6%-22.6%-69.4%37.8%—
Dividend Yield3.0%3.0%———

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

47.1%

muy exigente

EPS terminal req.

$2089.67

Spread vs growth

-69.7%

5Y implied EPS CAGR

30.9%

muy exigente

EPS terminal req.

$2528.50

Spread vs growth

-53.6%

10Y implied EPS CAGR

20.0%

exigente

EPS terminal req.

$4072.18

Spread vs growth

-42.6%

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 +29.4%

Total return

+29.4%

Start / end P/E

21.9x → 35.8x

EPS bridge

849.00 → 657.00

Residual

-14.3%

EPS growth-22.6%
Multiple rerating+63.4%
Dividend+3.0%
Residual / FX / buybacks / cross-term-14.3%

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.