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900140.KS$1450.00+2.84%
Fair $1450.00+0.0%

900140.KS

LVMC Holdings

Consumer Cyclical / Auto ManufacturersKSEKR

$1450.00

+40.00 (+2.84%)

Fairly Valued+0.0%Fair Value $1450.00Fund rank 27/100 · Data gapFallback financials|
SA 37/D
F-Score: 8/9
Low Profitability

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 25%

FCF escenarios

weak_data · normalized FCF $-2.3B · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

37/100

D

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: eodhdPeriods: 19Warnings: 1eodhd: 15yahoo: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 0.6%, below the 5% threshold
Thesis & Journal · 900140.KSLocal privado en este navegador · LVMC Holdings
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

$279.8B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

0.6%

↓

Gross Margin

22.0%

↓

Debt/Equity

0.10

↓
52-Week Range$1450
$1290$2120

TradingView lightweight chart

900140.KS price, volumen y niveles de valoración

Último $1,450Periodo -58.5%
Fair value: $1,450

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+12.6%

FCF CAGR

—

FCF margin

5.0%

FCF / Net income

6.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $393.00B · net income $3.14B · FCF $19.70B

2007-FY → 2025-FY

Gross margin

22.0%— pts

Operating margin

8.3%-3.0% pts

Net margin

0.8%— pts

FCF margin

5.0%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$393.00B$393.00B$295.72B$260.47B$249.28B$204.86B$274.21B$363.31B$293.19B$333.25B$392.33B$392.9M$360.8M$305.4M$244.9M$193.26B$104.2M$74.7M$55.17B$46.59B
Net Income$3.14B$3.14B$1.19B$-41.81B$-38.19B$-17.39B$-24.25B$-51.96B$-44.41B$14.89B$42.99B$42.0M$40.2M$25.3M$25.9M$22.84B$15.4M———
EBITDA——$47.59B$-5.23B$933.5M$15.92B$18.54B$-7.67B$-19.27B$35.67B——————————
EPS17.3417.3414.00-261.00-260.02-115.27-292.30-715.97-509.7841.17480.83526.85480.85346.46362.89271.99————
Gross Margin22.0%22.0%20.2%20.4%16.9%11.8%13.2%7.0%1.3%14.8%19.9%21.0%21.6%21.2%——————
Operating Margin8.3%8.3%4.1%2.5%-1.9%-10.0%-4.3%-7.7%-21.6%-7.2%4.0%7.7%9.6%10.2%10.6%11.9%13.5%15.7%9.2%11.3%
Net Margin0.8%0.8%0.4%-16.1%-15.3%-8.5%-8.8%-14.3%-15.1%4.5%11.0%10.7%11.1%8.3%10.6%11.8%14.7%———
Balance Sheet
Debt/Equity0.100.100.510.430.490.450.080.100.180.14—0.150.160.08——————
Current Ratio1.781.781.781.130.911.161.331.171.621.911.121.682.705.85——————
Cash Flow
Free Cash Flow$19.70B$19.70B$-2.31B$-10.80B$-8.85B$-25.11B$11.83B$-3.03B$-14.57B$1.91B$-5.9M$-28.5M$-92.9M$-49.3M$-5.8M—$-1.2M$1.8M$1.46B—
Returns
ROE0.6%0.6%0.3%-10.2%-9.4%-4.1%-6.8%-16.3%-12.4%3.7%9.8%12.8%13.9%9.8%24.1%24.0%23.3%———
Valuation
P/E——118.43—————————————————
EV/EBITDA——7.00—474.1033.80——————————————
P/B——0.311.070.640.87——————————————
Growth & Yield
Revenue Growth37.5%37.5%13.5%4.5%21.7%-25.3%-24.5%23.9%-12.0%-15.1%99757.9%8.9%18.1%24.7%-99.9%185341.0%39.5%-99.9%18.4%—
EPS Growth101.7%101.7%105.4%-0.4%-125.6%39.3%59.2%-40.4%-1338.3%-91.4%-8.7%9.6%38.8%-4.5%33.4%—————

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

95.1%

muy exigente

EPS terminal req.

$128.66

Spread vs growth

6.6%

5Y implied EPS CAGR

55.1%

muy exigente

EPS terminal req.

$155.68

Spread vs growth

46.6%

10Y implied EPS CAGR

30.6%

muy exigente

EPS terminal req.

$250.73

Spread vs growth

71.1%

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 -21.5%

Total return

-21.5%

Start / end P/E

132.0x → 83.6x

EPS bridge

14.00 → 17.34

Residual

-8.7%

EPS growth+23.8%
Multiple rerating-36.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-8.7%

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.