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396300.KQ$5510.00-9.23%
Fair $5510.00+0.0%

396300.KQ

SeA Mechanics Co., Ltd

Consumer Cyclical / Auto PartsKOSDAQ

$5510.00

-560.00 (-9.23%)

Fairly Valued+0.0%Fair Value $5510.00Fund rank 24/100 · Data gapFallback financials|
SA 41/C
F-Score: 1/9
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 19%

FCF escenarios

weak_data · normalized FCF $-16.1B · quality 50.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

41/100

C

Piotroski

1/9

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 1.9%, below the 5% threshold
Thesis & Journal · 396300.KQLocal privado en este navegador · SeA Mechanics 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

$146.0B

P/E

102.0x

↑

EV/EBITDA

32.9x

↑

ROE

1.9%

↓

Gross Margin

6.2%

↓

Debt/Equity

0.75

↑
52-Week Range$5510
$2270$7340

TradingView lightweight chart

396300.KQ price, volumen y niveles de valoración

Último $5,510Periodo -27.5%
Fair value: $5,510

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

-0.7%

FCF CAGR

—

FCF margin

-18.8%

FCF / Net income

-11.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $85.83B · net income $1.42B · FCF $-16.09B

2022-FY → 2025-FY

Gross margin

6.2%-5.0% pts

Operating margin

-2.2%-4.7% pts

Net margin

1.7%-2.7% pts

FCF margin

-18.8%-7.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$85.83B$85.83B$92.34B$86.78B$87.64B
Net Income$1.42B$1.42B$2.54B$6.35B$3.83B
EBITDA$5.75B$5.75B$7.27B$6.68B$6.59B
EPS54.0054.0096.00239.00149.00
Gross Margin6.2%6.2%8.9%11.9%11.2%
Operating Margin-2.2%-2.2%-2.9%2.3%2.6%
Net Margin1.7%1.7%2.8%7.3%4.4%
Balance Sheet
Debt/Equity0.750.750.650.260.01
Current Ratio1.041.04———
Cash Flow
Free Cash Flow$-16.09B$-16.09B$-3.00B$-20.27B$-9.74B
Returns
ROE1.9%1.9%3.6%9.0%6.0%
Valuation
P/E102.04102.0425.5217.1529.46
EV/EBITDA32.9432.9410.9917.0214.05
P/B1.961.960.911.551.77
Growth & Yield
Revenue Growth-7.1%-7.1%6.4%-1.0%—
EPS Growth-43.8%-43.8%-59.8%60.4%—

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

108.4%

muy exigente

EPS terminal req.

$488.92

Spread vs growth

-152.2%

5Y implied EPS CAGR

61.4%

muy exigente

EPS terminal req.

$591.59

Spread vs growth

-105.2%

10Y implied EPS CAGR

33.2%

muy exigente

EPS terminal req.

$952.77

Spread vs growth

-77.0%

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 +126.3%

Total return

+126.3%

Start / end P/E

25.4x → 102.0x

EPS bridge

96.00 → 54.00

Residual

-132.2%

EPS growth-43.8%
Multiple rerating+302.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-132.2%

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.