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462980.KQ$1500.00+4.60%
Fair $1500.00+0.0%

462980.KQ

462980.KQ

Technology / Software - ApplicationKOSDAQ

$1500.00

+66.00 (+4.60%)

Fairly Valued+0.0%Fair Value $1500.00Fund rank 27/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9

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 19%

FCF escenarios

weak_data · normalized FCF $-2.7B · quality 49.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

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: 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 · 462980.KQLocal privado en este navegador · 462980.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

$27.4B

P/E

10.6x

↓

EV/EBITDA

4.0x

↓

ROE

11.6%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.03

↓
52-Week Range$1500
$1357$3600

TradingView lightweight chart

462980.KQ price, volumen y niveles de valoración

Último $1,500Periodo -64.9%
Fair value: $1,500

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

+79.9%

FCF CAGR

—

FCF margin

-7.8%

FCF / Net income

-1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $39.02B · net income $2.56B · FCF $-3.03B

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

8.5%+76.7% pts

Net margin

6.6%+292.6% pts

FCF margin

-7.8%+38.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$39.02B$39.02B$23.34B$13.01B$6.70B
Net Income$2.56B$2.56B$151.8M$-12.62B$-19.15B
EBITDA$4.47B$4.47B$2.00B$-10.04B$-17.37B
EPS142.00142.00-27.00-2661.00-8080.00
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin8.5%8.5%1.5%-24.9%-68.2%
Net Margin6.6%6.6%0.7%-97.0%-286.0%
Balance Sheet
Debt/Equity0.030.030.11-0.01-0.02
Current Ratio1.751.75———
Cash Flow
Free Cash Flow$-3.03B$-3.03B$572.6M$-2.70B$-3.08B
Returns
ROE11.6%11.6%2.7%26.8%55.4%
Valuation
P/E10.5610.56———
EV/EBITDA3.963.96———
P/B1.221.22———
Growth & Yield
Revenue Growth67.2%67.2%79.5%94.2%—
EPS Growth625.9%625.9%99.0%67.1%—

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

-2.1%

fácil

EPS terminal req.

$133.10

Spread vs growth

628.1%

5Y implied EPS CAGR

2.5%

fácil

EPS terminal req.

$161.05

Spread vs growth

623.4%

10Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$259.37

Spread vs growth

619.7%

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 -49.2%

Total return

-49.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-27.00 → 142.00

Residual

-49.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-49.2%

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.