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413640.KQ$7420.00-7.37%
Fair $7420.00+0.0%

413640.KQ

413640.KQ

Technology / Software - InfrastructureKOSDAQ

$7420.00

-590.00 (-7.37%)

Fairly Valued+0.0%Fair Value $7420.00Fund rank 28/100 · Data gapFallback financials|
SA 33/D
F-Score: 2/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-761.3M · quality 49.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

33/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 413640.KQLocal privado en este navegador · 413640.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

$52.8B

P/E

22.1x

↑

EV/EBITDA

19.6x

↑

ROE

7.5%

↑

Gross Margin

59.1%

↑

Debt/Equity

0.19

↓
52-Week Range$7420
$7140$24000

TradingView lightweight chart

413640.KQ price, volumen y niveles de valoración

Último $7,420Periodo -36.4%
Fair value: $7,420

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

+4.4%

FCF CAGR

—

FCF margin

-18.9%

FCF / Net income

-2.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $31.45B · net income $2.39B · FCF $-5.95B

2022-FY → 2025-FY

Gross margin

59.1%+8.0% pts

Operating margin

2.8%-13.7% pts

Net margin

7.6%-3.9% pts

FCF margin

-18.9%-37.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$31.45B$31.45B$30.87B$25.86B$27.66B
Net Income$2.39B$2.39B$3.68B$-1.80B$3.19B
EBITDA$2.77B$2.77B$3.95B$-1.53B$4.19B
EPS335.00335.00511.00-292.00618.00
Gross Margin59.1%59.1%62.1%39.7%51.1%
Operating Margin2.8%2.8%6.6%-10.4%16.5%
Net Margin7.6%7.6%11.9%-6.9%11.5%
Balance Sheet
Debt/Equity0.190.190.030.050.08
Current Ratio5.085.08———
Cash Flow
Free Cash Flow$-5.95B$-5.95B$2.40B$-761.3M$5.15B
Returns
ROE7.5%7.5%12.0%-6.6%23.7%
Valuation
P/E22.1522.1516.05——
EV/EBITDA19.6319.6313.76——
P/B1.661.661.932.88—
Growth & Yield
Revenue Growth1.9%1.9%19.4%-6.5%—
EPS Growth-34.4%-34.4%275.0%-147.2%—

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

25.3%

muy exigente

EPS terminal req.

$658.40

Spread vs growth

-59.7%

5Y implied EPS CAGR

18.9%

exigente

EPS terminal req.

$796.67

Spread vs growth

-53.4%

10Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$1283.04

Spread vs growth

-48.8%

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 -41.3%

Total return

-41.3%

Start / end P/E

24.8x → 22.1x

EPS bridge

511.00 → 335.00

Residual

+3.6%

EPS growth-34.4%
Multiple rerating-10.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term+3.6%

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.