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452430.KQ$41750.00+2.58%
Fair $41750.00+0.0%

452430.KQ

Sapien Semiconductors Inc.

Technology / Semiconductor Equipment & MaterialsKOSDAQ

$41750.00

+1050.00 (+2.58%)

Fairly Valued+0.0%Fair Value $41750.00Fund rank 24/100 · Data gapFallback financials|
SA 30/D
F-Score: 5/9
Low Profitability

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 $-4.7B · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

30/100

D

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: 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. ROE is -37.2%, below the 5% threshold
Thesis & Journal · 452430.KQLocal privado en este navegador · Sapien Semiconductors 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

$343.1B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-37.2%

↓

Gross Margin

15.8%

↓

Debt/Equity

0.73

↑
52-Week Range$41750
$18090$56000

TradingView lightweight chart

452430.KQ price, volumen y niveles de valoración

Último $41,750Periodo -12.6%
Fair value: $41,750

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

+34.0%

FCF CAGR

—

FCF margin

22.9%

FCF / Net income

-0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.31B · net income $-4.79B · FCF $3.97B

2022-FY → 2025-FY

Gross margin

15.8%-2.1% pts

Operating margin

-26.4%+13.2% pts

Net margin

-27.7%+70.8% pts

FCF margin

22.9%+99.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$17.31B$17.31B$7.99B$3.21B$7.19B
Net Income$-4.79B$-4.79B$-17.08B$-13.11B$-7.08B
EBITDA$-3.16B$-3.16B$-15.68B$-11.77B$-6.19B
EPS-585.00-585.00-2157.00-2175.00-1589.00
Gross Margin15.8%15.8%18.6%4.5%17.9%
Operating Margin-26.4%-26.4%-43.1%-215.6%-39.6%
Net Margin-27.7%-27.7%-213.7%-408.4%-98.4%
Balance Sheet
Debt/Equity0.730.730.580.88-0.03
Current Ratio0.950.95———
Cash Flow
Free Cash Flow$3.97B$3.97B$-4.68B$-18.83B$-5.49B
Returns
ROE-37.2%-37.2%-103.9%-121.0%65.7%
Valuation
P/B26.5626.567.33——
Growth & Yield
Revenue Growth116.6%116.6%149.0%-55.4%—
EPS Growth72.9%72.9%0.8%-36.9%—

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 +98.8%

Total return

+98.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-2157.00 → -585.00

Residual

+98.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+98.8%

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.