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396470.KQ$6760.00-2.91%
Fair $6760.00+0.0%

396470.KQ

396470.KQ

Technology / Electronic ComponentsKOSDAQ

$6760.00

-210.00 (-2.91%)

Fairly Valued+0.0%Fair Value $6760.00Fund rank 31/100 · Data gapFallback financials|
SA 38/D
F-Score: 5/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 55.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

38/100

D

Piotroski

5/9

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 · 396470.KQLocal privado en este navegador · 396470.KQ
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

$109.0B

P/E

30.6x

↑

EV/EBITDA

24.7x

↑

ROE

5.4%

↑

Gross Margin

35.8%

↑

Debt/Equity

0.00

↓
52-Week Range$6760
$5880$10960

TradingView lightweight chart

396470.KQ price, volumen y niveles de valoración

Último $7,000Periodo -19.1%
Fair value: $6,760

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

-12.6%

FCF CAGR

+23.6%

FCF margin

12.2%

FCF / Net income

0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.22B · net income $3.57B · FCF $1.85B

2022-FY → 2025-FY

Gross margin

35.8%-4.8% pts

Operating margin

16.3%-13.1% pts

Net margin

23.4%-2.3% pts

FCF margin

12.2%+7.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.22B$15.22B$15.18B$12.85B$22.84B
Net Income$3.57B$3.57B$3.39B$2.21B$5.87B
EBITDA$4.36B$4.36B$2.21B$1.64B$6.89B
EPS221.00221.00209.00172.00489.00
Gross Margin35.8%35.8%30.1%32.1%40.6%
Operating Margin16.3%16.3%13.4%11.4%29.4%
Net Margin23.4%23.4%22.3%17.2%25.7%
Balance Sheet
Debt/Equity0.000.00———
Current Ratio28.3528.35———
Cash Flow
Free Cash Flow$1.85B$1.85B$5.53B$660.1M$979.4M
Returns
ROE5.4%5.4%5.4%3.6%18.0%
Valuation
P/E30.5930.5940.3857.44—
EV/EBITDA24.7524.7560.0075.90—
P/B1.651.652.162.09—
Growth & Yield
Revenue Growth0.2%0.2%18.2%-43.7%—
EPS Growth5.7%5.7%21.5%-64.8%—
Dividend Yield1.0%1.0%———

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

39.5%

muy exigente

EPS terminal req.

$599.84

Spread vs growth

-33.7%

5Y implied EPS CAGR

26.8%

muy exigente

EPS terminal req.

$725.80

Spread vs growth

-21.1%

10Y implied EPS CAGR

18.1%

exigente

EPS terminal req.

$1168.91

Spread vs growth

-12.4%

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 -14.6%

Total return

-14.6%

Start / end P/E

39.7x → 31.7x

EPS bridge

209.00 → 221.00

Residual

-1.2%

EPS growth+5.7%
Multiple rerating-20.1%
Dividend+1.0%
Residual / FX / buybacks / cross-term-1.2%

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.