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417840.KQ$14700.00-8.87%
Fair $14700.00+0.0%

417840.KQ

Justem Co., Ltd.

Technology / Semiconductor Equipment & MaterialsKOSDAQ

$14700.00

-1430.00 (-8.87%)

Fairly Valued+0.0%Fair Value $14700.00Fund rank 26/100 · Data gapFallback financials|
SA 47/C
F-Score: 8/9

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 17%

FCF escenarios

weak_data · normalized FCF $-620.5M · quality 42.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

47/100

C

Piotroski

8/9

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 · 417840.KQLocal privado en este navegador · Justem 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

$332.9B

P/E

91.3x

↑

EV/EBITDA

54.8x

↑

ROE

6.6%

↑

Gross Margin

45.8%

↑

Debt/Equity

0.41

↑
52-Week Range$14700
$2883$22250

TradingView lightweight chart

417840.KQ price, volumen y niveles de valoración

Último $14,700Periodo +255.6%
Fair value: $14,700

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

+1.6%

FCF CAGR

—

FCF margin

-1.3%

FCF / Net income

-0.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $48.29B · net income $3.47B · FCF $-620.5M

2022-FY → 2025-FY

Gross margin

45.8%+3.9% pts

Operating margin

9.6%-5.9% pts

Net margin

7.2%-6.5% pts

FCF margin

-1.3%-7.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$48.29B$48.29B$38.70B$35.93B$46.10B
Net Income$3.47B$3.47B$-2.14B$-3.39B$6.32B
EBITDA$6.02B$6.02B$-296.3M$-2.77B$8.32B
EPS161.00161.00-33.67-160.33372.33
Gross Margin45.8%45.8%35.5%43.1%41.9%
Operating Margin9.6%9.6%-11.7%2.2%15.5%
Net Margin7.2%7.2%-5.5%-9.4%13.7%
Balance Sheet
Debt/Equity0.410.410.410.430.20
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$-620.5M$-620.5M$612.7M$-32.51B$2.84B
Returns
ROE6.6%6.6%-4.4%-7.0%12.4%
Valuation
P/E91.3091.30——7.00
EV/EBITDA54.8254.82——3.02
P/B6.036.031.051.930.87
Growth & Yield
Revenue Growth24.8%24.8%7.7%-22.1%—
EPS Growth578.2%578.2%79.0%-143.1%—

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

100.8%

muy exigente

EPS terminal req.

$1304.38

Spread vs growth

477.4%

5Y implied EPS CAGR

57.9%

muy exigente

EPS terminal req.

$1578.30

Spread vs growth

520.4%

10Y implied EPS CAGR

31.8%

muy exigente

EPS terminal req.

$2541.87

Spread vs growth

546.4%

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 +365.2%

Total return

+365.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-33.67 → 161.00

Residual

+365.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+365.2%

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.