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462870.KS$29100.00-0.51%
Fair $29100.00+0.0%

462870.KS

462870.KS

Communication Services / Electronic Gaming & MultimediaKSE

$29100.00

-150.00 (-0.51%)

Fairly Valued+0.0%Fair Value $29100.00Fund rank 32/100 · Data gapFallback financials|
SA 61/B
F-Score: 3/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $108.0B · quality 52.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

61/100

B

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: 0unknown: 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.
Thesis & Journal · 462870.KSLocal privado en este navegador · 462870.KS
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

$1.69T

P/E

8.9x

↓

EV/EBITDA

6.9x

↓

ROE

20.8%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.07

↓
52-Week Range$29100
$27500$61400

TradingView lightweight chart

462870.KS price, volumen y niveles de valoración

Último $29,100Periodo -59.0%
Fair value: $29,100

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

+64.6%

FCF CAGR

—

FCF margin

52.5%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $294.55B · net income $191.43B · FCF $154.53B

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

61.6%+34.0% pts

Net margin

65.0%+75.8% pts

FCF margin

52.5%+86.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$294.55B$294.55B$224.08B$168.59B$66.07B
Net Income$191.43B$191.43B$147.97B$106.69B$-7.13B
EBITDA$240.18B$240.18B$184.45B$117.87B$91.2M
EPS3260.003260.002659.002042.00-212.00
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin61.6%61.6%68.0%65.9%27.6%
Net Margin65.0%65.0%66.0%63.3%-10.8%
Balance Sheet
Debt/Equity0.070.070.010.050.22
Current Ratio8.548.54———
Cash Flow
Free Cash Flow$154.53B$154.53B$108.05B$99.56B$-22.30B
Returns
ROE20.8%20.8%19.4%58.9%-20.9%
Valuation
P/E8.938.9322.72——
EV/EBITDA6.926.9216.72——
P/B1.851.854.40——
Growth & Yield
Revenue Growth31.4%31.4%32.9%155.2%—
EPS Growth22.6%22.6%30.2%1063.2%—

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

-7.5%

fácil

EPS terminal req.

$2582.14

Spread vs growth

30.1%

5Y implied EPS CAGR

-0.8%

fácil

EPS terminal req.

$3124.39

Spread vs growth

23.4%

10Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$5031.86

Spread vs growth

18.2%

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 -48.7%

Total return

-48.7%

Start / end P/E

21.3x → 8.9x

EPS bridge

2659.00 → 3260.00

Residual

-13.1%

EPS growth+22.6%
Multiple rerating-58.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.1%

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.