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352910.KQ$5060.00-3.25%
Fair $5060.00+0.0%

352910.KQ

Obigo, Inc.

Technology / Software - InfrastructureKOSDAQ

$5060.00

-170.00 (-3.25%)

Fairly Valued+0.0%Fair Value $5060.00Fund rank 29/100 · Data gapFallback financials|
SA 32/D
F-Score: 3/9
Low 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 20%

FCF escenarios

weak_data · normalized FCF $-115.7M · quality 52.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

32/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is -5.7%, below the 5% threshold
Thesis & Journal · 352910.KQLocal privado en este navegador · Obigo, Inc.
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

$63.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-5.7%

↓

Gross Margin

75.1%

↑

Debt/Equity

0.16

↓
52-Week Range$5060
$3965$7300

TradingView lightweight chart

352910.KQ price, volumen y niveles de valoración

Último $5,060Periodo -75.6%
Fair value: $5,060

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

+45.0%

FCF CAGR

—

FCF margin

-5.3%

FCF / Net income

0.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.53B · net income $-1.94B · FCF $-1.76B

2022-FY → 2025-FY

Gross margin

75.1%-24.9% pts

Operating margin

-11.1%+14.5% pts

Net margin

-5.8%+17.3% pts

FCF margin

-5.3%+15.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.53B$33.53B$14.42B$15.07B$11.00B
Net Income$-1.94B$-1.94B$-1.67B$399.4M$-2.54B
EBITDA$-557.3M$-557.3M$-118.5M$1.84B$-1.34B
EPS-153.00-153.00-133.0032.00-219.00
Gross Margin75.1%75.1%100.0%100.0%100.0%
Operating Margin-11.1%-11.1%-18.7%-3.6%-25.6%
Net Margin-5.8%-5.8%-11.6%2.6%-23.1%
Balance Sheet
Debt/Equity0.160.160.030.040.03
Current Ratio3.363.36———
Cash Flow
Free Cash Flow$-1.76B$-1.76B$-115.7M$1.10B$-2.30B
Returns
ROE-5.7%-5.7%-4.7%1.1%-7.3%
Valuation
P/E———318.13—
EV/EBITDA———66.55—
P/B1.891.892.313.453.30
Growth & Yield
Revenue Growth132.5%132.5%-4.3%37.0%—
EPS Growth-15.0%-15.0%-515.6%114.6%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +12.2%

Total return

+12.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-133.00 → -153.00

Residual

+12.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+12.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.