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408920.KQ$3050.00-4.76%
Fair $3050.00+0.0%

408920.KQ

SK Securities ACPC No.7 Special Purpose Acquisition Company

Industrials / Specialty Business ServicesKOSDAQ

$3050.00

-155.00 (-4.76%)

Fairly Valued+0.0%Fair Value $3050.00Fund rank 39/100 · Data gapFallback financials|
SA 70/B
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $11.2B · quality 82.3/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

70/100

B

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 · 408920.KQLocal privado en este navegador · SK Securities ACPC No.7 Special Purpose Acquisition Company
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

$129.2B

P/E

8.4x

↓

EV/EBITDA

5.2x

↓

ROE

19.5%

↑

Gross Margin

36.7%

↑

Debt/Equity

0.09

↓
52-Week Range$3050
$2150$4385

TradingView lightweight chart

408920.KQ price, volumen y niveles de valoración

Último $3,100Periodo +45.5%
Fair value: $3,050

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

+23.8%

FCF CAGR

+28.7%

FCF margin

26.6%

FCF / Net income

1.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $72.82B · net income $15.51B · FCF $19.34B

2022-FY → 2025-FY

Gross margin

36.7%+2.1% pts

Operating margin

26.1%+3.8% pts

Net margin

21.3%+3.1% pts

FCF margin

26.6%+2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$72.82B$72.82B$67.08B$50.81B$38.33B
Net Income$15.51B$15.51B$13.55B$5.33B$6.98B
EBITDA$21.42B$21.42B$19.05B$9.72B$10.45B
EPS365.00365.00315.00126.00179.00
Gross Margin36.7%36.7%37.8%34.1%34.6%
Operating Margin26.1%26.1%25.5%22.0%22.3%
Net Margin21.3%21.3%20.2%10.5%18.2%
Balance Sheet
Debt/Equity0.090.090.100.110.13
Current Ratio3.403.40———
Cash Flow
Free Cash Flow$19.34B$19.34B$11.23B$8.37B$9.07B
Returns
ROE19.5%19.5%19.5%9.0%15.9%
Valuation
P/E8.368.366.3419.0918.99
EV/EBITDA5.195.192.316.6510.70
P/B1.631.631.231.723.01
Growth & Yield
Revenue Growth8.6%8.6%32.0%32.6%—
EPS Growth15.9%15.9%150.0%-29.6%—
Dividend Yield3.9%3.9%———

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

-9.5%

fácil

EPS terminal req.

$270.64

Spread vs growth

25.4%

5Y implied EPS CAGR

-2.1%

fácil

EPS terminal req.

$327.47

Spread vs growth

18.0%

10Y implied EPS CAGR

3.7%

fácil

EPS terminal req.

$527.39

Spread vs growth

12.1%

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 +44.1%

Total return

+44.1%

Start / end P/E

7.0x → 8.5x

EPS bridge

315.00 → 365.00

Residual

+3.3%

EPS growth+15.9%
Multiple rerating+21.1%
Dividend+3.9%
Residual / FX / buybacks / cross-term+3.3%

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.