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417310.KS$9760.00-0.31%
Fair $9760.00+0.0%

417310.KS

Koramco The One REIT

Real Estate / REIT - DiversifiedKSE

$9760.00

-30.00 (-0.31%)

Fairly Valued+0.0%Fair Value $9760.00Fund rank 31/100 · Data gapFallback financials|
SA 29/D
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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 6.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

29/100

D

Piotroski

n/d

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

4/100

SEC 0%

Latest source: unknownPeriods: 1Warnings: 1unknown: 1
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 1.6%, below the 5% threshold
Thesis & Journal · 417310.KSLocal privado en este navegador · Koramco The One REIT
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

$394.3B

P/E

62.9x

↑

EV/EBITDA

80.6x

↑

ROE

1.6%

↓

Gross Margin

100.0%

↑

Debt/Equity

1.46

↑
52-Week Range$9760
$4985$10550

TradingView lightweight chart

417310.KS price, volumen y niveles de valoración

Último $9,760Periodo +80.4%
Fair value: $9,760

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2025–2025 · 0 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

73.7%

FCF / Net income

1.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.52B · net income $3.20B · FCF $5.55B

2025-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

67.8%+0.0% pts

Net margin

42.5%+0.0% pts

FCF margin

73.7%+0.0% pts
MetricTTM
2025
Income Statement
Revenue$7.52B$7.52B
Net Income$3.20B$3.20B
EBITDA$6.05B$6.05B
EPS79.0079.00
Gross Margin100.0%100.0%
Operating Margin67.8%67.8%
Net Margin42.5%42.5%
Balance Sheet
Debt/Equity1.461.46
Cash Flow
Free Cash Flow$5.55B$5.55B
Returns
ROE1.6%1.6%
Valuation
P/E62.9162.91
EV/EBITDA80.6280.62
P/B1.011.01

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

122.1%

muy exigente

EPS terminal req.

$866.04

Spread vs growth

n/d

5Y implied EPS CAGR

67.7%

muy exigente

EPS terminal req.

$1047.91

Spread vs growth

n/d

10Y implied EPS CAGR

35.8%

muy exigente

EPS terminal req.

$1687.66

Spread vs growth

n/d

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 +89.5%

Total return

+89.5%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 79.00

Residual

+89.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+89.5%

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.