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398120.KQ$2370.00-5.20%
Fair $2370.00+0.0%

398120.KQ

SG HealthCare Co., Ltd.

Healthcare / Medical DevicesKOSDAQ

$2370.00

-130.00 (-5.20%)

Fairly Valued+0.0%Fair Value $2370.00Fund rank 34/100 · Data gapFallback financials|
SA 36/D
F-Score: 6/9

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 $-1.4B · quality 68.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

36/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 0unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 398120.KQLocal privado en este navegador · SG HealthCare 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

$26.0B

P/E

10.3x

↓

EV/EBITDA

7.4x

↓

ROE

13.3%

↑

Gross Margin

25.6%

↓

Debt/Equity

0.66

↑
52-Week Range$2370
$2195$4945

TradingView lightweight chart

398120.KQ price, volumen y niveles de valoración

Último $2,370Periodo -52.4%
Fair value: $2,370

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2023 · 1 años de histórico normalizado

Revenue CAGR

+8.9%

FCF CAGR

—

FCF margin

-2.5%

FCF / Net income

-0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $27.78B · net income $1.77B · FCF $-704.8M

2022-FY → 2023-FY

Gross margin

25.6%+1.3% pts

Operating margin

8.1%+1.2% pts

Net margin

6.4%+8.1% pts

FCF margin

-2.5%+5.4% pts
MetricTTM
2023
2022
Income Statement
Revenue$27.78B$27.78B$25.50B
Net Income$1.77B$1.77B$-450.9M
EBITDA$3.44B$3.44B$1.54B
EPS229.00229.00-75.00
Gross Margin25.6%25.6%24.3%
Operating Margin8.1%8.1%6.9%
Net Margin6.4%6.4%-1.8%
Balance Sheet
Debt/Equity0.660.66-5.73
Current Ratio1.741.74—
Cash Flow
Free Cash Flow$-704.8M$-704.8M$-2.03B
Returns
ROE13.3%13.3%28.0%
Valuation
P/E10.3510.35—
EV/EBITDA7.397.39—
P/B1.381.38—
Growth & Yield
Revenue Growth8.9%8.9%—
EPS Growth405.3%405.3%—

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

-2.8%

fácil

EPS terminal req.

$210.30

Spread vs growth

408.1%

5Y implied EPS CAGR

2.1%

fácil

EPS terminal req.

$254.46

Spread vs growth

403.2%

10Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$409.81

Spread vs growth

399.3%

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 -29.6%

Total return

-29.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-75.00 → 229.00

Residual

-29.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-29.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.