Research Portal

U.S.-listed market research with live data and structured thesis notes.

Side-by-side research view

Compare names across metrics and research quality

Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.

1 stocks in current compare
4 max names side by side
24 shared metrics lined up

Build a compare set

Enter comma-separated tickers from the dashboard universe. Duplicate tickers are ignored automatically.

Clear
Compute Stack AI Platforms Power Buildout Robotics
SKM Platforms & Software ADR

SK Telecom ADR

Telco AI + Anthropic exposure

Detail page

SK Telecom combines telecom cash flows, AI infrastructure ambitions, and a disclosed Anthropic relationship.

Price $28.44
1D change -2.37%
Market cap $10.95B
Sector Communication Services

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric SKM
Price $28.44
1D Change -2.37%
Market Cap $10.95B
Enterprise Value $8.89T
Trailing P/E 42.4
Forward P/E 12.9
Price / Sales 0.0
EV / Revenue 0.5
Revenue Growth -4.1%
Earnings Growth -65.3%
Gross Margin 70.5%
Operating Margin 2.8%
Net Margin 2.4%
ROE 3.0%
Free Cash Flow $332.25B
FCF Margin 1.9%
Debt / Equity 0.80x
Current Ratio 1.03x
Dividend Yield 492.00%
Next Earnings May 11, 2026
Quarterly Revenue $3.98T
Revenue QoQ -8.3%
Quarterly Net Income $-158.20B
Net Income QoQ -276.5%

SKM thesis lens

Telco AI + Anthropic exposure

Why it could benefit

  • SK Telecom combines telecom cash flows, AI infrastructure ambitions, and a disclosed Anthropic relationship.
  • If the Anthropic stake is more valuable than the market assumes, SKM could have hidden-asset upside.
  • Management also wants to monetize AI in telecom and data-center services.

Moat / edge

  • Scale in a key domestic telecom market.
  • Recurring cash generation from the core connectivity business.
  • Strategic partnerships can matter more when local distribution is valuable.

What to watch

  • Any clearer disclosure around Anthropic stake value or ownership.
  • AI data-center growth and AI-service monetization.
  • Stability of the core telecom business.

Key risks

  • Anthropic value may be smaller than speculative narratives suggest.
  • Core telecom performance can dominate the stock if execution slips.