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472850.KQ$4190.00-0.59%
Fair $4190.00+0.0%

472850.KQ

472850.KQ

Consumer Cyclical / Apparel RetailKOSDAQ

$4190.00

-25.00 (-0.59%)

Fairly Valued+0.0%Fair Value $4190.00Fund rank 26/100 · Data gapFallback financials|
SA 46/C
F-Score: 7/9

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 17%

FCF escenarios

weak_data · normalized FCF $71.2M · quality 43.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

46/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 472850.KQLocal privado en este navegador · 472850.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

$241.2B

P/E

7.0x

↓

EV/EBITDA

4.8x

↓

ROE

14.7%

↑

Gross Margin

52.9%

↑

Debt/Equity

0.65

↑
52-Week Range$4190
$3887$7550

TradingView lightweight chart

472850.KQ price, volumen y niveles de valoración

Último $4,190Periodo -19.1%
Fair value: $4,190

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+1221.3%

FCF CAGR

+2456.5%

FCF margin

9.6%

FCF / Net income

1.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $485.57B · net income $34.52B · FCF $46.53B

2023-FY → 2025-FY

Gross margin

52.9%-24.0% pts

Operating margin

11.8%-12.2% pts

Net margin

7.1%-1.4% pts

FCF margin

9.6%+7.0% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$485.57B$485.57B$368.65B$2.78B
Net Income$34.52B$34.52B$25.19B$237.9M
EBITDA$69.94B$69.94B$44.19B$521.1M
EPS598.26598.26436.474.12
Gross Margin52.9%52.9%52.7%76.8%
Operating Margin11.8%11.8%11.2%24.0%
Net Margin7.1%7.1%6.8%8.6%
Balance Sheet
Debt/Equity0.650.650.590.63
Current Ratio1.451.45——
Cash Flow
Free Cash Flow$46.53B$46.53B$-4.54B$71.2M
Returns
ROE14.7%14.7%11.9%0.1%
Valuation
P/E7.007.006.74—
EV/EBITDA4.814.816.12—
P/B1.031.030.80—
Growth & Yield
Revenue Growth31.7%31.7%13154.5%—
EPS Growth37.1%37.1%10485.8%—
Dividend Yield3.9%3.9%——

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-14.7%

fácil

EPS terminal req.

$371.79

Spread vs growth

51.7%

5Y implied EPS CAGR

-5.5%

fácil

EPS terminal req.

$449.87

Spread vs growth

42.6%

10Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$724.52

Spread vs growth

35.1%

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 +10.0%

Total return

+10.0%

Start / end P/E

9.0x → 7.0x

EPS bridge

436.47 → 598.26

Residual

-8.4%

EPS growth+37.1%
Multiple rerating-22.6%
Dividend+3.9%
Residual / FX / buybacks / cross-term-8.4%

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.