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318020.KQ$2565.00+1.58%
Fair $2565.00+0.0%

318020.KQ

Point Mobile Co., Ltd.

Technology / Communication EquipmentKOSDAQ

$2565.00

+40.00 (+1.58%)

Fairly Valued+0.0%Fair Value $2565.00Fund rank 29/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9

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 $-447.4M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

39/100

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: 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 · 318020.KQLocal privado en este navegador · Point Mobile 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

$31.2B

P/E

11.3x

↓

EV/EBITDA

8.7x

↓

ROE

5.5%

↑

Gross Margin

40.5%

↑

Debt/Equity

0.40

↑
52-Week Range$2565
$2400$5900

TradingView lightweight chart

318020.KQ price, volumen y niveles de valoración

Último $2,565Periodo -83.2%
Fair value: $2,565

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

-0.1%

FCF CAGR

—

FCF margin

-0.5%

FCF / Net income

-0.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $87.20B · net income $2.85B · FCF $-447.4M

2022-FY → 2025-FY

Gross margin

40.5%+13.2% pts

Operating margin

3.4%+3.1% pts

Net margin

3.3%+6.1% pts

FCF margin

-0.5%+8.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$87.20B$87.20B$77.30B$80.03B$87.57B
Net Income$2.85B$2.85B$1.59B$4.84B$-2.51B
EBITDA$4.48B$4.48B$4.35B$8.20B$4.41B
EPS226.00226.00123.00345.00-201.00
Gross Margin40.5%40.5%33.9%38.4%27.3%
Operating Margin3.4%3.4%-1.8%5.8%0.4%
Net Margin3.3%3.3%2.1%6.1%-2.9%
Balance Sheet
Debt/Equity0.400.400.420.230.49
Current Ratio1.931.93———
Cash Flow
Free Cash Flow$-447.4M$-447.4M$-5.39B$13.10B$-7.61B
Returns
ROE5.5%5.5%3.2%10.4%-5.9%
Valuation
P/E11.3511.3524.7652.46—
EV/EBITDA8.728.7210.5131.1954.39
P/B0.620.620.795.455.35
Growth & Yield
Revenue Growth12.8%12.8%-3.4%-8.6%—
EPS Growth83.7%83.7%-64.3%271.6%—
Dividend Yield4.0%4.0%———

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

0.2%

fácil

EPS terminal req.

$227.60

Spread vs growth

83.5%

5Y implied EPS CAGR

4.0%

fácil

EPS terminal req.

$275.40

Spread vs growth

79.7%

10Y implied EPS CAGR

7.0%

razonable

EPS terminal req.

$443.53

Spread vs growth

76.8%

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 -26.5%

Total return

-26.5%

Start / end P/E

30.0x → 11.3x

EPS bridge

123.00 → 226.00

Residual

-52.1%

EPS growth+83.7%
Multiple rerating-62.2%
Dividend+4.0%
Residual / FX / buybacks / cross-term-52.1%

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.