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420570.KQ$7980.00-0.62%
Fair $7980.00+0.0%

420570.KQ

J2KBIO Co., Ltd.

Basic Materials / Specialty ChemicalsKOSDAQ

$7980.00

-50.00 (-0.62%)

Fairly Valued+0.0%Fair Value $7980.00Fund rank 30/100 · Data gapFallback financials|
SA 45/C
F-Score: 6/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $944.0M · quality 59.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

45/100

C

Piotroski

6/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 420570.KQLocal privado en este navegador · J2KBIO 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

$46.7B

P/E

17.4x

↑

EV/EBITDA

7.7x

↓

ROE

7.9%

↑

Gross Margin

39.4%

↑

Debt/Equity

0.03

↓
52-Week Range$7980
$7170$12900

TradingView lightweight chart

420570.KQ price, volumen y niveles de valoración

Último $7,980Periodo -69.3%
Fair value: $7,980

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

+27.2%

FCF CAGR

-9.4%

FCF margin

2.9%

FCF / Net income

0.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $32.97B · net income $2.67B · FCF $944.0M

2022-FY → 2025-FY

Gross margin

39.4%-4.7% pts

Operating margin

8.9%-5.6% pts

Net margin

8.1%-4.9% pts

FCF margin

2.9%-5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$32.97B$32.97B$33.13B$28.47B$16.03B
Net Income$2.67B$2.67B$-1.65B$4.84B$2.09B
EBITDA$4.59B$4.59B$-146.8M$6.38B$3.00B
EPS459.00459.00-299.00978.00414.00
Gross Margin39.4%39.4%38.2%40.4%44.0%
Operating Margin8.9%8.9%10.9%19.7%14.5%
Net Margin8.1%8.1%-5.0%17.0%13.0%
Balance Sheet
Debt/Equity0.030.030.070.070.31
Current Ratio3.743.74———
Cash Flow
Free Cash Flow$944.0M$944.0M$-96.6M$1.70B$1.27B
Returns
ROE7.9%7.9%-5.3%27.2%19.2%
Valuation
P/E17.3917.39———
EV/EBITDA7.707.70———
P/B1.381.381.66——
Growth & Yield
Revenue Growth-0.5%-0.5%16.4%77.6%—
EPS Growth253.5%253.5%-130.6%136.2%—
Dividend Yield3.1%3.1%———

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

15.5%

exigente

EPS terminal req.

$708.09

Spread vs growth

238.0%

5Y implied EPS CAGR

13.3%

razonable

EPS terminal req.

$856.79

Spread vs growth

240.2%

10Y implied EPS CAGR

11.6%

razonable

EPS terminal req.

$1379.87

Spread vs growth

241.9%

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 -18.0%

Total return

-18.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-299.00 → 459.00

Residual

-21.1%

EPS growthn/d
Multiple reratingn/d
Dividend+3.1%
Residual / FX / buybacks / cross-term-21.1%

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.