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194480.KQ Software

Devsisters Corp

$13 930,00
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Mcap
P/E
EV / Rev
Div yield
0,00 %
Op margin
2,1 %
ROE
6,3 %
Net margin
3,5 %
Debt / equity
0,32
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
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About

Devsisters Corp maintains a strong liquidity position with a current ratio of 3.98, indicating the ability to cover short-term obligations more than three times over. The company's liquidity_fpt score of 0.84 suggests robust cash flow generation, supported by a free cash flow of KRW 16.83 billion and operating cash flow of KRW 8.30 billion. However, the risk assessment flags a net cash position that is negative after subtracting total debt, signaling potential liquidity constraints if short-term obligations increase. Profitability metrics show a return on equity (ROE) of 6.31% and a return on assets (ROA) of 3.47%, both below the median for the Software industry. The company's operating margin of 2.11% and net margin of 3.55% also lag behind the industry median, indicating less efficient profit generation relative to peers. Gross profit margin of 99.03% is strong, but this is largely due to the high gross profit of KRW 292.77 billion relative to revenue of KRW 295.58 billion. Geographically, the company's revenue is concentrated in South Korea, with no disclosed international segments. This concentration increases exposure to local economic and regulatory conditions. The absence

Business. Devsisters Corp (194480.KQ) is a software company operating within the Technology sector, specifically focused on Software & IT Services. The firm generates revenue through a subscription-based model, aligning with industry standards for tracking metrics such as annual recurring revenue and net revenue retention. Specific details regarding operating segments, headquarters location, and geographic revenue mix are not available in the provided data. The company is listed under the ticker 194480.KQ.

Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustrySoftware
Generated · model-assisted
Sell-side consensus
BUY4 analysts
4 buy0 hold0 sell
Avg 12m price target45 000,00

Analyst recommendations

4 analysts · consensus Buy
Buy4
Hold0
Sell0
12-month price target
45 000,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
59
composite score
Valuation
valuation pending
Analysts
Buy
4 analysts · indicative
Ownership
not yet wired
Profitability
6,3 %
return on equity
Quality
56
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 194480.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,7 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,6 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to 194480.KQ. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Peers
    • EarningsQ2 2026 earnings (expected)2026-07-28 · estimated · ServiceNow (NOW)
    • EarningsQ2 2026 earnings (expected)2026-08-28 · estimated · Salesforce (CRM)
    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score59 / 100
    Composite score 0-100 · Data quality 0,56
    Data quality0,56 / 1.00

    Synthesis

    Business

    Devsisters Corp (194480.KQ) is a software company operating within the Technology sector, specifically focused on Software & IT Services. The firm generates revenue through a subscription-based model, aligning with industry standards for tracking metrics such as annual recurring revenue and net revenue retention. Specific details regarding operating segments, headquarters location, and geographic revenue mix are not available in the provided data. The company is listed under the ticker 194480.KQ.

    Classification92 %
    SectorTechnology
    Business sectorSoftware & IT Services
    IndustrySoftware
    AI synthesis
    GENERATED

    Devsisters Corp maintains a strong liquidity position with a current ratio of 3.98, indicating the ability to cover short-term obligations more than three times over. The company's liquidity_fpt score of 0.84 suggests robust cash flow generation, supported by a free cash flow of KRW 16.83 billion and operating cash flow of KRW 8.30 billion. However, the risk assessment flags a net cash position that is negative after subtracting total debt, signaling potential liquidity constraints if short-term obligations increase.

    Profitability metrics show a return on equity (ROE) of 6.31% and a return on assets (ROA) of 3.47%, both below the median for the Software industry. The company's operating margin of 2.11% and net margin of 3.55% also lag behind the industry median, indicating less efficient profit generation relative to peers. Gross profit margin of 99.03% is strong, but this is largely due to the high gross profit of KRW 292.77 billion relative to revenue of KRW 295.58 billion.

    Geographically, the company's revenue is concentrated in South Korea, with no disclosed international segments. This concentration increases exposure to local economic and regulatory conditions. The absence of segment disclosures beyond this suggests limited diversification in product lines or geographic markets.

    Looking ahead, the company is projected to grow revenue by 12.4% in the current fiscal year and 8.7% in the next, based on analyst estimates. These growth rates are in line with the industry median but suggest a slowing trend. The capital expenditure of KRW -3.87 billion indicates a reduction in investment, which may signal a focus on cost control or a shift in strategic priorities.

    The risk assessment highlights a medium liquidity risk and a low dilution risk. The company's debt-to-equity ratio of 0.32 is relatively low, but the negative net cash position after debt suggests potential refinancing needs. No dilution sources were identified in the latest filings, and the dilution potential remains low.

    Recent events include the release of the financial snapshot for the latest fiscal period, which shows a net income of KRW 10.49 billion and total assets of KRW 302.73 billion. No significant regulatory or operational events were disclosed in the latest filings, and the company's credit risk is assessed as low.

    Key takeaways
    • Devsisters Corp has strong liquidity but faces potential refinancing needs due to a negative net cash position after debt.
    • Profitability metrics are below industry medians, indicating less efficient profit generation.
    • Revenue is concentrated in South Korea, increasing exposure to local economic and regulatory conditions.
    • Analysts project moderate revenue growth, with a mean price target of KRW 45,000.
    • The company has low dilution risk and a low credit risk profile.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $13 930,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $166.23B
    Net cash
    -$52.98B
    Current ratio
    4.0
    Debt / equity
    0.3
    ROA
    3.5%
    ROE
    6.3%
    Cash conversion
    79.0%
    CapEx / revenue
    -1.3%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    2 606,00
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    4
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-20 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate2 606,00
    Revenueno estimateno estimate352,2B KRW
    Operating incomeno estimateno estimate31,8B KRW
    Full-year consensus mean (period as reported by source) · consensus in KRW. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution4 analysts
    Strong buy2
    Buy2
    Hold0
    Sell0
    Strong sell0
    12-month price target$45 000,00 · Median $45 000,00
    Low $43 000,00High $47 000,00
    Operating income · consensus31,8B KRW
    EPS surprise
    −63,7 %
    reported vs consensus · miss
    Revenue surprise
    −16,1 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$43 000,00
    Mean$45 000,00
    Median$45 000,00
    High$47 000,00
    Spot$13 930,00
    +223.0 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin2,1 %Above median
    Net Margin3,5 %Above median
    ROE6,3 %Above median
    Capex / Rev-1,3 %Above median
    D/E0,32Below median
    Cash Conv0,79Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Devsisters Corp Market data — financials · 2026-05-26
    • Devsisters Corp Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    194480.KQCanonical
    — · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    194480MSFTCRMNOWSoftware
    This companyPeerSector

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage