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KLAC$1940.04+0.95%
Fair $1940.04+0.0%

KLAC

KLA Corporation

Technology / Semiconductor Equipment & MaterialsNasdaqGS

$1940.04

+18.33 (+0.95%)

Fairly Valued+0.0%Fair Value $1940.04Fund rank 34/100 · Data gapFallback financials|
SA 58/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.3B · quality 67.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

58/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 0unknown: 17
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 · KLACLocal privado en este navegador · KLA Corporation
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

$253.4B

P/E

54.9x

↑

EV/EBITDA

48.7x

↑

ROE

86.6%

↑

Gross Margin

60.9%

↑

Debt/Equity

1.30

↑
52-Week Range$1940
$740$2060

TradingView lightweight chart

KLAC price, volumen y niveles de valoración

Último $1,940Periodo +3476.1%
Fair value: $1,940

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+13.9%

FCF CAGR

+21.2%

FCF margin

30.8%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.16B · net income $4.06B · FCF $3.74B

2009-FY → 2025-FY

Gross margin

60.9%— pts

Operating margin

41.2%+79.3% pts

Net margin

33.4%+67.8% pts

FCF margin

30.8%+19.4% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$12.16B$12.16B$9.81B$10.50B$9.21B$6.92B$5.81B$4.57B$4.04B$3.48B$2.98B$2.81B$2.93B$2.84B$3.17B$3.18B$1.82B$1.52B
Net Income$4.06B$4.06B$2.76B$3.39B$3.32B$2.08B$1.22B$1.18B$802.3M$926.1M$704.4M$366.2M$582.8M$543.1M$756.0M$794.5M$212.3M$-523.4M
EBITDA$5.34B$5.34B$3.90B$4.50B$4.01B———————$855.1M$817.2M$1.11B$1.25B$401.5M$-442.1M
EPS——20.2824.1521.9213.377.707.495.105.884.492.243.473.214.444.661.23-3.07
Gross Margin60.9%60.9%60.0%59.8%61.0%—————————————
Operating Margin41.2%41.2%37.1%38.1%39.7%———————26.4%25.7%32.0%36.5%17.3%-38.0%
Net Margin33.4%33.4%28.1%32.3%36.1%30.0%21.0%25.7%19.9%26.6%23.6%13.0%19.9%19.1%23.8%25.0%11.7%-34.4%
Balance Sheet
Debt/Equity1.301.302.022.084.831.011.301.191.382.024.447.530.20—————
Current Ratio3.033.03————————————————
Cash Flow
Free Cash Flow$3.74B$3.74B$3.03B$3.33B$3.01B$1.95B$1.63B$1.02B$1.16B$1.04B$728.0M$560.1M$711.4M$838.6M$884.0M$772.0M$417.6M$173.5M
Returns
ROE86.6%86.6%82.0%116.0%237.0%61.5%45.7%44.2%49.5%69.8%102.2%86.9%15.9%15.6%22.8%27.8%9.4%-24.0%
Valuation
P/E54.8754.8742.1718.8714.45—————————————
EV/EBITDA48.7148.7131.0815.1213.26—————————————
P/B54.5854.5834.5821.8934.27—————————————
Growth & Yield
Revenue Growth23.9%23.9%-6.5%13.9%—19.2%27.1%13.2%16.0%16.6%6.1%-3.9%3.0%-10.4%-0.1%74.4%19.8%—
EPS Growth——-16.0%10.2%—73.6%2.8%46.9%-13.3%31.0%100.4%-35.4%8.1%-27.7%-4.7%278.9%140.1%—
Dividend Yield0.5%0.5%————————————————

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 +156.8%

Total return

+156.8%

Start / end P/E

n/dx → n/dx

EPS bridge

20.28 → n/d

Residual

+156.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term+156.3%

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.