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297090.KQ$4800.00-3.42%
Fair $4800.00+0.0%

297090.KQ

CS BEARING Co.,Ltd.

Industrials / Specialty Industrial MachineryKOSDAQ

$4800.00

-170.00 (-3.42%)

Fairly Valued+0.0%Fair Value $4800.00Fund rank 27/100 · Data gapFallback financials|
SA 51/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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-2.2B · quality 48.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

51/100

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 · 297090.KQLocal privado en este navegador · CS BEARING 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

$130.9B

P/E

11.7x

↓

EV/EBITDA

9.1x

↓

ROE

11.1%

↑

Gross Margin

18.8%

↓

Debt/Equity

0.21

↓
52-Week Range$4800
$4700$9600

TradingView lightweight chart

297090.KQ price, volumen y niveles de valoración

Último $4,800Periodo +15.7%
Fair value: $4,800

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

+37.0%

FCF CAGR

—

FCF margin

0.2%

FCF / Net income

0.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $126.15B · net income $11.23B · FCF $241.4M

2022-FY → 2025-FY

Gross margin

18.8%+18.9% pts

Operating margin

8.8%+26.8% pts

Net margin

8.9%+44.4% pts

FCF margin

0.2%+26.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$126.15B$126.15B$105.41B$76.61B$49.01B
Net Income$11.23B$11.23B$2.51B$-1.61B$-17.38B
EBITDA$14.76B$14.76B$10.06B$3.79B$-11.55B
EPS412.00412.0092.00-59.00-717.00
Gross Margin18.8%18.8%11.9%10.4%-0.1%
Operating Margin8.8%8.8%2.0%0.1%-18.0%
Net Margin8.9%8.9%2.4%-2.1%-35.5%
Balance Sheet
Debt/Equity0.210.210.200.560.57
Current Ratio1.871.87———
Cash Flow
Free Cash Flow$241.4M$241.4M$-2.25B$-3.85B$-13.09B
Returns
ROE11.1%11.1%2.7%-1.9%-20.0%
Valuation
P/E11.6511.6555.54——
EV/EBITDA9.119.1114.2875.71—
P/B1.301.301.483.062.10
Growth & Yield
Revenue Growth19.7%19.7%37.6%56.3%—
EPS Growth347.8%347.8%255.9%91.8%—

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

1.1%

fácil

EPS terminal req.

$425.92

Spread vs growth

346.7%

5Y implied EPS CAGR

4.6%

fácil

EPS terminal req.

$515.36

Spread vs growth

343.2%

10Y implied EPS CAGR

7.3%

razonable

EPS terminal req.

$830.00

Spread vs growth

340.6%

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 -44.8%

Total return

-44.8%

Start / end P/E

94.5x → 11.7x

EPS bridge

92.00 → 412.00

Residual

-304.9%

EPS growth+347.8%
Multiple rerating-87.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-304.9%

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.