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331520.KQ$2490.00-3.86%
Fair $2490.00+0.0%

331520.KQ

VALOFE Co.,Ltd

Unknown / UnknownKOSDAQ

$2490.00

-100.00 (-3.86%)

Fairly Valued+0.0%Fair Value $2490.00Fund rank 28/100 · Data gapFallback financials|
SA 38/D
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 47.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

38/100

D

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 · 331520.KQLocal privado en este navegador · VALOFE 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

$24.4B

P/E

13.5x

↑

EV/EBITDA

6.0x

↓

ROE

5.6%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.52

↑
52-Week Range$2490
$2400$3555

TradingView lightweight chart

331520.KQ price, volumen y niveles de valoración

Último $2,490Periodo -75.2%
Fair value: $2,490

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

+8.0%

FCF CAGR

—

FCF margin

-32.7%

FCF / Net income

-6.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $37.83B · net income $1.81B · FCF $-12.38B

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

7.6%-2.4% pts

Net margin

4.8%-0.5% pts

FCF margin

-32.7%-37.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$37.83B$37.83B$35.59B$35.97B$30.03B
Net Income$1.81B$1.81B$1.71B$909.2M$1.58B
EBITDA$4.53B$4.53B$4.11B$1.86B$2.08B
EPS185.00185.00170.0090.00175.00
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin7.6%7.6%-0.6%0.7%10.0%
Net Margin4.8%4.8%4.8%2.5%5.3%
Balance Sheet
Debt/Equity0.520.520.280.270.07
Cash Flow
Free Cash Flow$-12.38B$-12.38B$1.05B$3.61B$1.39B
Returns
ROE5.6%5.6%5.6%3.1%6.4%
Valuation
P/E13.4613.4617.8556.0042.57
EV/EBITDA5.995.996.0126.5529.57
P/B0.750.751.001.742.72
Growth & Yield
Revenue Growth6.3%6.3%-1.1%19.8%—
EPS Growth8.8%8.8%88.9%-48.6%—

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

6.1%

razonable

EPS terminal req.

$220.95

Spread vs growth

2.7%

5Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$267.34

Spread vs growth

1.2%

10Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$430.56

Spread vs growth

0.0%

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 -21.1%

Total return

-21.1%

Start / end P/E

18.6x → 13.5x

EPS bridge

170.00 → 185.00

Residual

-2.4%

EPS growth+8.8%
Multiple rerating-27.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.4%

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.