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464580.KQ$1709.00+4.14%
Fair $1709.00+0.0%

464580.KQ

464580.KQ

Communication Services / EntertainmentKOSDAQ

$1709.00

+68.00 (+4.14%)

Fairly Valued+0.0%Fair Value $1709.00Fund rank 31/100 · Data gapFallback financials|
SA 44/C
F-Score: 6/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-3.9B · quality 62.0/100

Data gap 31/100
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

44/100

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. ROE is 2.3%, below the 5% threshold
Thesis & Journal · 464580.KQLocal privado en este navegador · 464580.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

$31.4B

P/E

39.7x

↑

EV/EBITDA

4.3x

↓

ROE

2.3%

↓

Gross Margin

23.4%

↓

Debt/Equity

0.19

↓
52-Week Range$1709
$1565$4190

TradingView lightweight chart

464580.KQ price, volumen y niveles de valoración

Último $1,709Periodo -60.3%
Fair value: $1,709

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

+47.2%

FCF CAGR

—

FCF margin

1.3%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.84B · net income $795.5M · FCF $450.8M

2022-FY → 2025-FY

Gross margin

23.4%+7.9% pts

Operating margin

0.4%+24.1% pts

Net margin

2.4%+19.7% pts

FCF margin

1.3%+65.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.84B$33.84B$23.63B$18.78B$10.62B
Net Income$795.5M$795.5M$960.4M$-1.21B$-1.84B
EBITDA$5.85B$5.85B$5.11B$2.07B$-1.35B
EPS43.0043.0032.00-108.00-164.50
Gross Margin23.4%23.4%30.3%32.3%15.5%
Operating Margin0.4%0.4%4.3%4.3%-23.8%
Net Margin2.4%2.4%4.1%-6.5%-17.3%
Balance Sheet
Debt/Equity0.190.190.2211.784.83
Current Ratio1.001.00———
Cash Flow
Free Cash Flow$450.8M$450.8M$-5.46B$-3.91B$-6.79B
Returns
ROE2.3%2.3%2.9%-187.0%-109.4%
Valuation
P/E39.7439.7488.28——
EV/EBITDA4.264.2615.10——
P/B0.920.922.55——
Growth & Yield
Revenue Growth43.2%43.2%25.8%76.9%—
EPS Growth34.4%34.4%129.6%34.3%—

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

52.2%

muy exigente

EPS terminal req.

$151.65

Spread vs growth

-17.8%

5Y implied EPS CAGR

33.7%

muy exigente

EPS terminal req.

$183.49

Spread vs growth

0.7%

10Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$295.51

Spread vs growth

13.1%

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 -47.5%

Total return

-47.5%

Start / end P/E

101.7x → 39.7x

EPS bridge

32.00 → 43.00

Residual

-20.9%

EPS growth+34.4%
Multiple rerating-60.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-20.9%

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.