키움에셋플래너

비상장계속사업자

KIWOOM ASSET PLANNET CO.LTD

조용학

Investment Review Report

Auto-filled from disclosures & public data + AI-drafted analysis. Edit, then export to PDF/DOCX.

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1.Deal Terms

2.Valuation / Exit Assumptions

Exit Scenarios100M KRW

3.Fund Eligibility

Fund mandate eligibility — no data, enter manually

Enter fund mandate requirements and applicability (Y/N) to include a table in the report.

4.Capital Changes

Not in DART — enter capital-raise history manually

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5.Stock Options

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Enter stock option grant history.

6.Investment Highlights

AI draft — editable

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7.Investment Risks

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8.Market Analysis

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9.Business Analysis

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10.Conclusion (Investment Opinion)

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11.P&L Projection

Analyst estimates, manual entry (100M KRW). Generates a trend chart & table.

Enter projected revenue / op. profit / net income (100M KRW) by year to add a trend chart and table.
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Investment Review Report

키움에셋플래너

Business Reg. No. 2118733738 · CEO 조용학

I.Investment Overview

Target키움에셋플래너 (2118733738)
Investment
Post-deal stake
ValuationPre — / Post —

II.Investment Highlights

No investment highlights written yet.

III.Investment Risks

No risks written yet.

IV.Company Profile

회사명키움에셋플래너
영문명KIWOOM ASSET PLANNET CO.LTD
대표자조용학
사업자등록번호2118733738
법인등록번호1101112776445
설립일2003.05.12
종업원수101명

V.Workforce

101

Current headcount · 2026.06 as of

VI.Financial Summary

Per DART disclosure · in 억/만원 (KRW)

Financial trend (100M KRW)

매출액100M KRW1,371.52021786.92022683.32023802.32024852.22025
영업이익100M KRW42.9202117.3202249.8202380.22024992025
순이익100M KRW27.8202111.3202258.9202365.7202474.22025
Item20252024202320222021
자산총계676.5억원530.8억원484.3억원415.2억원363.5억원
부채총계298.7억원212.3억원226.7억원213.4억원173.6억원
자본총계377.8억원318.5억원257.6억원201.7억원189.9억원
매출액852.2억원802.3억원683.3억원786.9억원1,371.5억원
영업이익99억원80.2억원49.8억원17.3억원42.9억원
순이익74.2억원65.7억원58.9억원11.3억원27.8억원

VII.Financial Ratios

FY2025 basis

11.61%

영업이익률

8.71%

순이익률

10.97%

ROA

19.65%

ROE

79.07%

부채비율

55.84%

자기자본비율

VIII.Valuation & Exit Plan

Exit valuation
Holding period5y
Enter exit assumptions (investment, stake, exit valuation, period) to see MOIC·IRR.

This report compiles disclosure & public data and AI-drafts some sections as a research aid. It is not investment advice; the user bears final responsibility for facts and investment decisions.

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