StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
425040.KQ$18290.00+1.61%
Fair $18290.00+0.0%

425040.KQ

TEMC Co., Ltd.

Basic Materials / Specialty ChemicalsKOSDAQ

$18290.00

+290.00 (+1.61%)

Fairly Valued+0.0%Fair Value $18290.00Fund rank 25/100 · Data gapFallback financials|
SA 60/B
F-Score: 7/9

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 $3.5B · quality 42.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

60/100

B

Piotroski

7/9

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 · 425040.KQLocal privado en este navegador · TEMC 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

$383.5B

P/E

24.3x

↑

EV/EBITDA

9.7x

↓

ROE

8.1%

↑

Gross Margin

21.1%

↑

Debt/Equity

0.40

↑
52-Week Range$18290
$6000$30300

TradingView lightweight chart

425040.KQ price, volumen y niveles de valoración

Último $18,290Periodo +30.2%
Fair value: $18,290

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

-7.4%

FCF CAGR

—

FCF margin

-0.7%

FCF / Net income

-0.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $279.71B · net income $15.95B · FCF $-1.87B

2022-FY → 2025-FY

Gross margin

21.1%+1.3% pts

Operating margin

8.9%-6.3% pts

Net margin

5.7%-6.2% pts

FCF margin

-0.7%+1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$279.71B$279.71B$310.23B$200.78B$351.74B
Net Income$15.95B$15.95B$12.88B$22.70B$41.78B
EBITDA$42.06B$42.06B$39.67B$34.43B$60.26B
EPS754.00754.00601.00532.002418.50
Gross Margin21.1%21.1%18.1%19.4%19.7%
Operating Margin8.9%8.9%6.4%10.5%15.1%
Net Margin5.7%5.7%4.2%11.3%11.9%
Balance Sheet
Debt/Equity0.400.400.510.390.60
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$-1.87B$-1.87B$3.50B$31.04B$-7.19B
Returns
ROE8.1%8.1%7.0%12.9%41.8%
Valuation
P/E24.2624.2613.3942.58—
EV/EBITDA9.669.664.3927.97—
P/B1.961.960.945.48—
Growth & Yield
Revenue Growth-9.8%-9.8%54.5%-42.9%—
EPS Growth25.5%25.5%13.0%-78.0%—
Dividend Yield0.8%0.8%———

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

29.1%

muy exigente

EPS terminal req.

$1622.93

Spread vs growth

-3.7%

5Y implied EPS CAGR

21.1%

exigente

EPS terminal req.

$1963.75

Spread vs growth

4.4%

10Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$3162.64

Spread vs growth

10.0%

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 +181.4%

Total return

+181.4%

Start / end P/E

10.8x → 24.3x

EPS bridge

601.00 → 754.00

Residual

+31.5%

EPS growth+25.5%
Multiple rerating+123.6%
Dividend+0.8%
Residual / FX / buybacks / cross-term+31.5%

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.