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377190.KS$2290.00-6.53%
Fair $2290.00+0.0%

377190.KS

D&D platform REIT Co., Ltd.

Real Estate / REIT - DiversifiedKSE

$2290.00

-160.00 (-6.53%)

Fairly Valued+0.0%Fair Value $2290.00Fund rank 31/100 · Data gapFallback financials|
SA 18/F
F-Score: 4/9
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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 4.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

18/100

F

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 1unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 1.1%, below the 5% threshold
Thesis & Journal · 377190.KSLocal privado en este navegador · D&D platform REIT 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

$202.4B

P/E

62.1x

↑

EV/EBITDA

41.7x

↑

ROE

1.1%

↓

Gross Margin

100.0%

↑

Debt/Equity

1.73

↑
52-Week Range$2290
$2280$3755

TradingView lightweight chart

377190.KS price, volumen y niveles de valoración

Último $2,290Periodo -56.7%
Fair value: $2,290

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2024–2025 · 1 años de histórico normalizado

Revenue CAGR

+18.2%

FCF CAGR

-16.0%

FCF margin

40.3%

FCF / Net income

2.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.47B · net income $4.07B · FCF $9.45B

2024-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

55.3%+2.4% pts

Net margin

17.3%-0.1% pts

FCF margin

40.3%-16.4% pts
MetricTTM
2025
2024
Income Statement
Revenue$23.47B$23.47B$19.86B
Net Income$4.07B$4.07B$3.46B
EBITDA$20.59B$20.59B$17.91B
EPS51.0051.0052.21
Gross Margin100.0%100.0%100.0%
Operating Margin55.3%55.3%52.9%
Net Margin17.3%17.3%17.4%
Balance Sheet
Debt/Equity1.731.731.74
Cash Flow
Free Cash Flow$9.45B$9.45B$11.25B
Returns
ROE1.1%1.1%1.1%
Valuation
P/E62.0662.0669.63
EV/EBITDA41.6741.6742.04
P/B0.680.680.78
Growth & Yield
Revenue Growth16.2%16.2%—
EPS Growth19.9%19.9%—

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

58.5%

muy exigente

EPS terminal req.

$203.20

Spread vs growth

-38.6%

5Y implied EPS CAGR

37.0%

muy exigente

EPS terminal req.

$245.87

Spread vs growth

-17.1%

10Y implied EPS CAGR

22.7%

exigente

EPS terminal req.

$395.98

Spread vs growth

-2.9%

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 -29.8%

Total return

-29.8%

Start / end P/E

62.4x → 44.9x

EPS bridge

52.21 → 51.00

Residual

+0.6%

EPS growth-2.3%
Multiple rerating-28.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.6%

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.