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482630.KQ$14800.00-1.99%
Fair $14800.00+0.0%

482630.KQ

482630.KQ

Technology / Semiconductor Equipment & MaterialsKOSDAQ

$14800.00

-300.00 (-1.99%)

Fairly Valued+0.0%Fair Value $14800.00Fund rank 33/100 · Data gapFallback financials|
SA 55/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $13.4B · quality 62.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 47/100Data 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

55/100

C

Piotroski

7/9

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 · 482630.KQLocal privado en este navegador · 482630.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

$323.9B

P/E

N/A

•

EV/EBITDA

12.9x

↓

ROE

12.5%

↑

Gross Margin

25.2%

↓

Debt/Equity

0.08

↓
52-Week Range$14800
$7465$25000

TradingView lightweight chart

482630.KQ price, volumen y niveles de valoración

Último $14,800Periodo +83.9%
Fair value: $14,800

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

+9.6%

FCF CAGR

—

FCF margin

11.8%

FCF / Net income

1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $125.39B · net income $14.90B · FCF $14.85B

2022-FY → 2025-FY

Gross margin

25.2%+11.6% pts

Operating margin

14.1%+11.6% pts

Net margin

11.9%+11.0% pts

FCF margin

11.8%+14.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$125.39B$125.39B$110.52B$98.60B$95.32B
Net Income$14.90B$14.90B$8.97B$4.68B$869.5M
EBITDA$24.51B$24.51B$16.81B$13.71B$11.65B
EPS——459.00240.001374.00
Gross Margin25.2%25.2%20.3%16.9%13.6%
Operating Margin14.1%14.1%9.7%7.5%2.4%
Net Margin11.9%11.9%8.1%4.7%0.9%
Balance Sheet
Debt/Equity0.080.080.400.650.80
Current Ratio3.713.71———
Cash Flow
Free Cash Flow$14.85B$14.85B$8.62B$13.40B$-2.51B
Returns
ROE12.5%12.5%10.7%6.3%1.2%
Valuation
EV/EBITDA12.9512.95———
P/B2.722.72———
Growth & Yield
Revenue Growth13.5%13.5%12.1%3.4%—
EPS Growth——91.3%-82.5%—

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 +74.3%

Total return

+74.3%

Start / end P/E

n/dx → n/dx

EPS bridge

459.00 → n/d

Residual

+74.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+74.3%

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.