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484590.KQ$7930.00+0.38%
Fair $7930.00+0.0%

484590.KQ

484590.KQ

Industrials / Aerospace & DefenseKOSDAQKR

$7930.00

+30.00 (+0.38%)

Fairly Valued+0.0%Fair Value $7930.00Fund rank 24/100 · Data gapFallback financials|
SA 43/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 33% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-21.1B · quality 45.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

43/100

C

Piotroski

5/9

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 · 484590.KQLocal privado en este navegador · 484590.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

$326.8B

P/E

12.5x

↓

EV/EBITDA

8.7x

↓

ROE

14.5%

↑

Gross Margin

22.4%

↓

Debt/Equity

0.20

↓
52-Week Range$7930
$7000$22650

TradingView lightweight chart

484590.KQ price, volumen y niveles de valoración

Último $7,930Periodo -52.3%
Fair value: $7,930

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

+36.5%

FCF CAGR

—

FCF margin

6.1%

FCF / Net income

0.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $154.61B · net income $22.67B · FCF $9.48B

2023-FY → 2025-FY

Gross margin

22.4%+7.4% pts

Operating margin

17.2%+8.9% pts

Net margin

14.7%+3.6% pts

FCF margin

6.1%+31.5% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$154.61B$154.61B$141.59B$83.04B
Net Income$22.67B$22.67B$16.49B$9.23B
EBITDA$35.56B$35.56B$26.11B$13.01B
EPS635.00635.00531.00299.00
Gross Margin22.4%22.4%17.2%14.9%
Operating Margin17.2%17.2%12.8%8.3%
Net Margin14.7%14.7%11.6%11.1%
Balance Sheet
Debt/Equity0.200.201.181.16
Cash Flow
Free Cash Flow$9.48B$9.48B$-27.56B$-21.10B
Returns
ROE14.5%14.5%30.9%24.9%
Valuation
P/E12.4912.49——
EV/EBITDA8.678.67——
P/B1.811.81——
Growth & Yield
Revenue Growth9.2%9.2%70.5%—
EPS Growth19.6%19.6%77.6%—

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

3.5%

fácil

EPS terminal req.

$703.66

Spread vs growth

16.1%

5Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$851.42

Spread vs growth

13.5%

10Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$1371.23

Spread vs growth

11.6%

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 · available periodreconcilia total -52.3%

Total return

-52.3%

Start / end P/E

31.3x → 12.5x

EPS bridge

531.00 → 635.00

Residual

-11.8%

EPS growth+19.6%
Multiple rerating-60.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-11.8%

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.