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489500.KQ$30600.00-4.23%
Fair $30600.00+0.0%

489500.KQ

489500.KQ

Basic Materials / Specialty ChemicalsKOSDAQ

$30600.00

-1350.00 (-4.23%)

Fairly Valued+0.0%Fair Value $30600.00Fund rank 24/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9

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 18%

FCF escenarios

weak_data · normalized FCF $-3.1B · quality 43.7/100

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

47/100

C

Piotroski

4/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 489500.KQLocal privado en este navegador · 489500.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

$192.1B

P/E

43.8x

↑

EV/EBITDA

26.6x

↑

ROE

7.3%

↑

Gross Margin

50.1%

↑

Debt/Equity

0.06

↓
52-Week Range$30600
$16410$59500

TradingView lightweight chart

489500.KQ price, volumen y niveles de valoración

Último $30,600Periodo -48.0%
Fair value: $30,600

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

+13.7%

FCF CAGR

—

FCF margin

-26.7%

FCF / Net income

-1.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.18B · net income $4.35B · FCF $-5.39B

2022-FY → 2025-FY

Gross margin

50.1%-2.7% pts

Operating margin

22.6%-11.8% pts

Net margin

21.6%-4.7% pts

FCF margin

-26.7%-19.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.18B$20.18B$25.04B$15.26B$13.75B
Net Income$4.35B$4.35B$6.85B$3.38B$3.61B
EBITDA$6.69B$6.69B$10.04B$5.01B$4.82B
EPS699.00699.001532.00325.003156.00
Gross Margin50.1%50.1%58.4%54.2%52.8%
Operating Margin22.6%22.6%40.5%36.8%34.5%
Net Margin21.6%21.6%27.4%22.2%26.2%
Balance Sheet
Debt/Equity0.060.060.120.520.58
Current Ratio12.0312.03———
Cash Flow
Free Cash Flow$-5.39B$-5.39B$3.30B$-3.12B$-990.5M
Returns
ROE7.3%7.3%19.9%28.9%41.8%
Valuation
P/E43.7843.78———
EV/EBITDA26.6226.62———
P/B3.203.20———
Growth & Yield
Revenue Growth-19.4%-19.4%64.2%11.0%—
EPS Growth-54.4%-54.4%371.4%-89.7%—

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

57.2%

muy exigente

EPS terminal req.

$2715.24

Spread vs growth

-111.6%

5Y implied EPS CAGR

36.3%

muy exigente

EPS terminal req.

$3285.44

Spread vs growth

-90.7%

10Y implied EPS CAGR

22.4%

exigente

EPS terminal req.

$5291.23

Spread vs growth

-76.8%

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 +50.4%

Total return

+50.4%

Start / end P/E

13.3x → 43.8x

EPS bridge

1532.00 → 699.00

Residual

-124.8%

EPS growth-54.4%
Multiple rerating+229.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-124.8%

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.