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418470.KQ$10150.00-0.68%
Fair $10150.00+0.0%

418470.KQ

kt millie seojae Co.,Ltd

Technology / Software - ApplicationKOSDAQ

$10150.00

-70.00 (-0.68%)

Fairly Valued+0.0%Fair Value $10150.00Fund rank 37/100 · Data gapFallback financials|
SA 56/C
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 $11.5B · quality 80.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

56/100

C

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 · 418470.KQLocal privado en este navegador · kt millie seojae 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

$86.9B

P/E

5.5x

↓

EV/EBITDA

3.8x

↓

ROE

18.1%

↑

Gross Margin

67.9%

↑

Debt/Equity

0.01

↓
52-Week Range$10150
$9950$19970

TradingView lightweight chart

418470.KQ price, volumen y niveles de valoración

Último $10,150Periodo -75.6%
Fair value: $10,150

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

+24.4%

FCF CAGR

+18.8%

FCF margin

13.0%

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $88.19B · net income $15.76B · FCF $11.47B

2022-FY → 2025-FY

Gross margin

67.9%-2.4% pts

Operating margin

16.3%+7.2% pts

Net margin

17.9%-11.3% pts

FCF margin

13.0%-1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$88.19B$88.19B$72.60B$56.57B$45.83B
Net Income$15.76B$15.76B$11.50B$14.54B$13.35B
EBITDA$18.71B$18.71B$14.86B$12.21B$14.33B
EPS1845.001845.001350.001980.00550.00
Gross Margin67.9%67.9%68.6%69.0%70.2%
Operating Margin16.3%16.3%15.2%18.4%9.1%
Net Margin17.9%17.9%15.8%25.7%29.1%
Balance Sheet
Debt/Equity0.010.010.010.110.81
Current Ratio3.683.68———
Cash Flow
Free Cash Flow$11.47B$11.47B$13.23B$8.92B$6.84B
Returns
ROE18.1%18.1%16.3%25.2%177.1%
Valuation
P/E5.505.5010.4611.16—
EV/EBITDA3.783.786.6213.25—
P/B1.001.001.712.81—
Growth & Yield
Revenue Growth21.5%21.5%28.3%23.4%—
EPS Growth36.7%36.7%-31.8%260.0%—
Dividend Yield5.4%5.4%———

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

-21.3%

fácil

EPS terminal req.

$900.64

Spread vs growth

57.9%

5Y implied EPS CAGR

-10.0%

fácil

EPS terminal req.

$1089.78

Spread vs growth

46.7%

10Y implied EPS CAGR

-0.5%

fácil

EPS terminal req.

$1755.10

Spread vs growth

37.2%

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 -25.8%

Total return

-25.8%

Start / end P/E

10.9x → 5.5x

EPS bridge

1350.00 → 1845.00

Residual

-18.2%

EPS growth+36.7%
Multiple rerating-49.6%
Dividend+5.4%
Residual / FX / buybacks / cross-term-18.2%

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.