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900070.KQ$610.00+0.00%
Fair $610.00+0.0%

900070.KQ

Global SM Tech Limited

Industrials / Tools & AccessoriesKOSDAQ

$610.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $610.00Fund rank 36/100 · 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.8B · quality 73.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

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 · 900070.KQLocal privado en este navegador · Global SM Tech Limited
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

$32.1B

P/E

N/A

•

EV/EBITDA

0.3x

↓

ROE

5.1%

↓

Gross Margin

27.8%

↑

Debt/Equity

0.05

↓
52-Week Range$610
$391$744

TradingView lightweight chart

900070.KQ price, volumen y niveles de valoración

Último $610.00Periodo -73.2%
Fair value: $610.00

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

+1.4%

FCF CAGR

-18.7%

FCF margin

2.6%

FCF / Net income

0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $129.35B · net income $6.18B · FCF $3.40B

2022-FY → 2025-FY

Gross margin

27.8%+2.7% pts

Operating margin

6.4%-0.2% pts

Net margin

4.8%-0.1% pts

FCF margin

2.6%-2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$129.35B$129.35B$123.24B$110.98B$124.12B
Net Income$6.18B$6.18B$534.3M$2.16B$6.02B
EBITDA$18.06B$18.06B$12.20B$11.10B$16.71B
EPS——14.0039.00115.00
Gross Margin27.8%27.8%26.9%26.0%25.1%
Operating Margin6.4%6.4%4.5%3.3%6.6%
Net Margin4.8%4.8%0.4%1.9%4.9%
Balance Sheet
Debt/Equity0.050.050.080.110.13
Current Ratio4.844.84———
Cash Flow
Free Cash Flow$3.40B$3.40B$3.78B$9.92B$6.33B
Returns
ROE5.1%5.1%0.5%2.1%6.2%
Valuation
P/E——30.1414.266.31
EV/EBITDA0.270.27-0.801.231.44
P/B0.260.260.140.300.39
Growth & Yield
Revenue Growth5.0%5.0%11.0%-10.6%—
EPS Growth——-64.1%-66.1%—

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 +45.9%

Total return

+45.9%

Start / end P/E

n/dx → n/dx

EPS bridge

14.00 → n/d

Residual

+45.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+45.9%

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.