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376300.KQ$23650.00-3.07%
Fair $23650.00+0.0%

376300.KQ

Dear U Co., Ltd.

Technology / Software - ApplicationKOSDAQ

$23650.00

-750.00 (-3.07%)

Fairly Valued+0.0%Fair Value $23650.00Fund rank 36/100 · Data gapFallback financials|
SA 48/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $20.2B · quality 72.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

48/100

C

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 · 376300.KQLocal privado en este navegador · Dear U 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

$561.4B

P/E

30.1x

↑

EV/EBITDA

16.0x

↑

ROE

8.9%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.02

↓
52-Week Range$23650
$23300$63200

TradingView lightweight chart

376300.KQ price, volumen y niveles de valoración

Último $23,650Periodo -64.4%
Fair value: $23,650

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

+19.4%

FCF CAGR

+18.7%

FCF margin

41.4%

FCF / Net income

1.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $83.83B · net income $18.63B · FCF $34.70B

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

37.4%+4.3% pts

Net margin

22.2%-11.1% pts

FCF margin

41.4%-0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$83.83B$83.83B$74.86B$75.69B$49.19B
Net Income$18.63B$18.63B$24.39B$26.19B$16.40B
EBITDA$27.35B$27.35B$33.86B$34.60B$17.45B
EPS785.00785.001027.001104.00729.00
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin37.4%37.4%33.9%37.8%33.1%
Net Margin22.2%22.2%32.6%34.6%33.3%
Balance Sheet
Debt/Equity0.020.020.020.030.00
Current Ratio5.825.82———
Cash Flow
Free Cash Flow$34.70B$34.70B$20.16B$5.42B$20.74B
Returns
ROE8.9%8.9%12.4%15.4%11.6%
Valuation
P/E30.1330.1333.8428.9937.38
EV/EBITDA16.0216.0222.0020.4230.33
P/B2.672.674.214.484.34
Growth & Yield
Revenue Growth12.0%12.0%-1.1%53.9%—
EPS Growth-23.6%-23.6%-7.0%51.4%—
Dividend Yield1.3%1.3%———

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

38.8%

muy exigente

EPS terminal req.

$2098.54

Spread vs growth

-62.4%

5Y implied EPS CAGR

26.5%

muy exigente

EPS terminal req.

$2539.24

Spread vs growth

-50.0%

10Y implied EPS CAGR

17.9%

exigente

EPS terminal req.

$4089.47

Spread vs growth

-41.5%

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 -52.0%

Total return

-52.0%

Start / end P/E

49.3x → 30.1x

EPS bridge

1027.00 → 785.00

Residual

+9.2%

EPS growth-23.6%
Multiple rerating-38.9%
Dividend+1.3%
Residual / FX / buybacks / cross-term+9.2%

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.