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356860.KQ$101000.00-5.76%
Fair $101000.00+0.0%

356860.KQ

TLB Co., Ltd

Technology / SemiconductorsKOSDAQ

$101000.00

-6500.00 (-5.76%)

Fairly Valued+0.0%Fair Value $101000.00Fund rank 23/100 · Data gapFallback financials|
SA 56/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 17%

FCF escenarios

weak_data · normalized FCF $-26.5B · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

56/100

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 · 356860.KQLocal privado en este navegador · TLB 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

$1.04T

P/E

51.6x

↑

EV/EBITDA

29.6x

↑

ROE

15.1%

↑

Gross Margin

14.8%

↓

Debt/Equity

0.69

↑
52-Week Range$101000
$17130$134381

TradingView lightweight chart

356860.KQ price, volumen y niveles de valoración

Último $106,300Periodo +290.1%
Fair value: $101,000

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

+5.3%

FCF CAGR

—

FCF margin

-11.1%

FCF / Net income

-1.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $258.50B · net income $19.05B · FCF $-28.70B

2022-FY → 2025-FY

Gross margin

14.8%-6.4% pts

Operating margin

10.0%-7.3% pts

Net margin

7.4%-6.4% pts

FCF margin

-11.1%-18.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$258.50B$258.50B$180.00B$171.31B$221.55B
Net Income$19.05B$19.05B$3.62B$2.51B$30.56B
EBITDA$35.28B$35.28B$13.53B$10.74B$44.42B
EPS1959.001959.00371.00257.003108.00
Gross Margin14.8%14.8%7.8%6.6%21.2%
Operating Margin10.0%10.0%1.9%1.8%17.4%
Net Margin7.4%7.4%2.0%1.5%13.8%
Balance Sheet
Debt/Equity0.690.690.470.380.24
Current Ratio0.950.95———
Cash Flow
Free Cash Flow$-28.70B$-28.70B$-13.08B$-26.50B$16.49B
Returns
ROE15.1%15.1%3.2%2.3%27.2%
Valuation
P/E51.5651.5636.31117.326.47
EV/EBITDA29.6029.6012.2330.324.34
P/B7.797.791.172.681.76
Growth & Yield
Revenue Growth43.6%43.6%5.1%-22.7%—
EPS Growth428.0%428.0%44.4%-91.7%—
Dividend Yield0.4%0.4%———

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

66.0%

muy exigente

EPS terminal req.

$8962.07

Spread vs growth

362.0%

5Y implied EPS CAGR

40.8%

muy exigente

EPS terminal req.

$10844.10

Spread vs growth

387.2%

10Y implied EPS CAGR

24.5%

exigente

EPS terminal req.

$17464.53

Spread vs growth

403.6%

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 +514.5%

Total return

+514.5%

Start / end P/E

46.7x → 54.3x

EPS bridge

371.00 → 1959.00

Residual

+69.8%

EPS growth+428.0%
Multiple rerating+16.3%
Dividend+0.4%
Residual / FX / buybacks / cross-term+69.8%

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.