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443670.KQ$3900.00-0.37%
Fair $3900.00+0.0%

443670.KQ

SPSoft Inc.

Technology / Information Technology ServicesKOSDAQ

$3900.00

-15.00 (-0.37%)

Fairly Valued+0.0%Fair Value $3900.00Fund rank 29/100 · Data gapFallback financials|
SA 48/C
F-Score: 6/9
Margin Compression

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 23%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 49.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

48/100

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 443670.KQLocal privado en este navegador · SPSoft Inc.
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

$96.5B

P/E

25.2x

↑

EV/EBITDA

13.6x

↑

ROE

5.6%

↑

Gross Margin

23.3%

↓

Debt/Equity

0.02

↓
52-Week Range$3900
$3950$8920

TradingView lightweight chart

443670.KQ price, volumen y niveles de valoración

Último $4,075Periodo -67.5%
Fair value: $3,900

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

+17.7%

FCF CAGR

-10.7%

FCF margin

2.8%

FCF / Net income

0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $54.48B · net income $3.81B · FCF $1.53B

2022-FY → 2025-FY

Gross margin

23.3%-4.2% pts

Operating margin

6.7%-7.9% pts

Net margin

7.0%-5.3% pts

FCF margin

2.8%-3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$54.48B$54.48B$45.12B$35.24B$33.42B
Net Income$3.81B$3.81B$302.1M$4.38B$4.11B
EBITDA$6.67B$6.67B$2.03B$6.46B$5.72B
EPS155.00155.0013.00243.00234.00
Gross Margin23.3%23.3%24.0%27.2%27.5%
Operating Margin6.7%6.7%8.3%13.5%14.6%
Net Margin7.0%7.0%0.7%12.4%12.3%
Balance Sheet
Debt/Equity0.020.020.020.030.05
Current Ratio3.443.44———
Cash Flow
Free Cash Flow$1.53B$1.53B$-2.56B$4.16B$2.15B
Returns
ROE5.6%5.6%0.5%13.4%15.2%
Valuation
P/E25.1625.16693.08——
EV/EBITDA13.6313.6397.41——
P/B1.431.433.34——
Growth & Yield
Revenue Growth20.8%20.8%28.0%5.5%—
EPS Growth1092.3%1092.3%-94.7%3.8%—

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

30.7%

muy exigente

EPS terminal req.

$346.06

Spread vs growth

1061.6%

5Y implied EPS CAGR

22.0%

exigente

EPS terminal req.

$418.73

Spread vs growth

1070.3%

10Y implied EPS CAGR

15.8%

exigente

EPS terminal req.

$674.37

Spread vs growth

1076.5%

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 -39.5%

Total return

-39.5%

Start / end P/E

517.7x → 26.3x

EPS bridge

13.00 → 155.00

Residual

-1036.8%

EPS growth+1092.3%
Multiple rerating-94.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1036.8%

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.