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440290.KQ$1762.00-4.81%
Fair $1762.00+0.0%

440290.KQ

440290.KQ

Financial Services / Asset ManagementKOSDAQ

$1762.00

-89.00 (-4.81%)

Fairly Valued+0.0%Fair Value $1762.00Fund rank 23/100 · Data gapFallback financials|
SA 23/D
F-Score: 3/9
Margin Compression

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 44.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

23/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Operating margin has declined for 3 consecutive years
Thesis & Journal · 440290.KQLocal privado en este navegador · 440290.KQ
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

$47.8B

P/E

N/A

•

EV/EBITDA

5.5x

↓

ROE

6.9%

↑

Gross Margin

82.1%

↑

Debt/Equity

N/A

•
52-Week Range$1762
$1762$2490

TradingView lightweight chart

440290.KQ price, volumen y niveles de valoración

Último $1,762Periodo -73.7%
Fair value: $1,762

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

+3.0%

FCF CAGR

—

FCF margin

21.0%

FCF / Net income

0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.40B · net income $6.14B · FCF $3.65B

2022-FY → 2025-FY

Gross margin

82.1%-8.8% pts

Operating margin

41.7%-16.6% pts

Net margin

35.3%-11.6% pts

FCF margin

21.0%+27.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$17.40B$17.40B$15.15B$20.52B$15.93B
Net Income$6.14B$6.14B$6.04B$8.88B$7.47B
EBITDA$8.38B$8.38B$7.83B$11.24B$9.62B
EPS——222.00444.00374.00
Gross Margin82.1%82.1%87.0%90.4%90.9%
Operating Margin41.7%41.7%42.9%51.7%58.3%
Net Margin35.3%35.3%39.8%43.3%46.9%
Balance Sheet
Current Ratio2.352.35———
Cash Flow
Free Cash Flow$3.65B$3.65B$-4.36B$7.69B$-959.6M
Returns
ROE6.9%6.9%6.9%15.2%15.3%
Valuation
P/E——7.13——
EV/EBITDA5.555.554.85——
P/B0.540.540.49——
Growth & Yield
Revenue Growth14.8%14.8%-26.1%28.8%—
EPS Growth——-50.0%18.7%—
Dividend Yield6.8%6.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -9.1%

Total return

-9.1%

Start / end P/E

n/dx → n/dx

EPS bridge

222.00 → n/d

Residual

-15.9%

EPS growthn/d
Multiple reratingn/d
Dividend+6.8%
Residual / FX / buybacks / cross-term-15.9%

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.