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383800.KS$8100.00-2.06%
Fair $8100.00+0.0%

383800.KS

LX Holdings Corp.

Financial Services / Financial ConglomeratesKSE

$8100.00

-170.00 (-2.06%)

Fairly Valued+0.0%Fair Value $8100.00Fund rank 32/100 · Data gapFallback financials|
SA 39/D
F-Score: 2/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 31.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

39/100

D

Piotroski

2/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 383800.KSLocal privado en este navegador · LX Holdings Corp.
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

$617.5B

P/E

4.6x

↓

EV/EBITDA

5.9x

↓

ROE

6.8%

↑

Gross Margin

93.0%

↑

Debt/Equity

0.15

↓
52-Week Range$8100
$7060$10420

TradingView lightweight chart

383800.KS price, volumen y niveles de valoración

Último $8,100Periodo -32.5%
Fair value: $8,100

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

-7.0%

FCF CAGR

-31.6%

FCF margin

11.9%

FCF / Net income

0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $190.36B · net income $135.59B · FCF $22.73B

2022-FY → 2025-FY

Gross margin

93.0%+9.1% pts

Operating margin

70.1%+3.0% pts

Net margin

71.2%-0.6% pts

FCF margin

11.9%-18.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$190.36B$190.36B$194.50B$118.12B$236.92B
Net Income$135.59B$135.59B$160.28B$78.84B$170.14B
EBITDA$146.88B$146.88B$169.22B$86.37B$169.22B
EPS1745.001745.002063.001015.002190.00
Gross Margin93.0%93.0%100.0%96.1%83.9%
Operating Margin70.1%70.1%80.2%62.0%67.1%
Net Margin71.2%71.2%82.4%66.7%71.8%
Balance Sheet
Debt/Equity0.150.150.000.000.00
Current Ratio0.860.86———
Cash Flow
Free Cash Flow$22.73B$22.73B$34.94B$83.95B$70.92B
Returns
ROE6.8%6.8%8.6%4.7%10.6%
Valuation
P/E4.644.643.316.843.83
EV/EBITDA5.885.881.524.123.06
P/B0.310.310.280.320.40
Growth & Yield
Revenue Growth-2.1%-2.1%64.7%-50.1%—
EPS Growth-15.4%-15.4%103.3%-53.7%—
Dividend Yield3.5%3.5%———

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

-25.6%

fácil

EPS terminal req.

$718.74

Spread vs growth

10.2%

5Y implied EPS CAGR

-13.0%

fácil

EPS terminal req.

$869.68

Spread vs growth

-2.4%

10Y implied EPS CAGR

-2.2%

fácil

EPS terminal req.

$1400.62

Spread vs growth

-13.2%

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 +16.0%

Total return

+16.0%

Start / end P/E

3.5x → 4.6x

EPS bridge

2063.00 → 1745.00

Residual

-5.1%

EPS growth-15.4%
Multiple rerating+33.0%
Dividend+3.5%
Residual / FX / buybacks / cross-term-5.1%

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.