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005360.KS$1324.00-4.02%
Fair $1324.00+0.0%

005360.KS

Monami Co., Ltd.

Consumer Cyclical / Specialty RetailKSE

$1324.00

-56.00 (-4.02%)

Fairly Valued+0.0%Fair Value $1324.00Fund rank 25/100 · Data gapFallback financials|
SA 8/F
F-Score: 3/9
Declining RevenueMargin CompressionLow 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-3.9B · quality 40.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

8/100

F

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -13.0%, below the 5% threshold
Thesis & Journal · 005360.KSLocal privado en este navegador · Monami Co., Ltd.
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

$25.0B

P/E

N/A

•

EV/EBITDA

30.6x

↑

ROE

-13.0%

↓

Gross Margin

29.5%

↑

Debt/Equity

1.00

↑
52-Week Range$1324
$1322$3190

TradingView lightweight chart

005360.KS price, volumen y niveles de valoración

Último $1,338Periodo -36.8%
Fair value: $1,324

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-4.3%

FCF CAGR

—

FCF margin

-2.7%

FCF / Net income

0.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $131.02B · net income $-10.56B · FCF $-3.56B

2022-FY → 2025-FY

Gross margin

29.5%-5.8% pts

Operating margin

-4.5%-8.7% pts

Net margin

-8.1%-10.2% pts

FCF margin

-2.7%+27.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$131.02B$131.02B$133.08B$141.45B$149.53B
Net Income$-10.56B$-10.56B$-5.31B$-5.84B$3.14B
EBITDA$3.16B$3.16B$8.80B$8.78B$13.73B
EPS-559.00-559.00-281.00-309.00166.00
Gross Margin29.5%29.5%31.8%32.4%35.3%
Operating Margin-4.5%-4.5%-2.9%-1.6%4.2%
Net Margin-8.1%-8.1%-4.0%-4.1%2.1%
Balance Sheet
Debt/Equity1.001.000.910.790.82
Current Ratio0.850.85———
Cash Flow
Free Cash Flow$-3.56B$-3.56B$-3.89B$-8.66B$-44.67B
Returns
ROE-13.0%-13.0%-5.8%-6.1%3.0%
Valuation
P/E————19.16
EV/EBITDA30.6130.6112.7314.399.98
P/B0.310.310.430.620.58
Growth & Yield
Revenue Growth-1.5%-1.5%-5.9%-5.4%—
EPS Growth-98.9%-98.9%9.1%-286.1%—
Dividend Yield2.2%2.2%———

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 -32.5%

Total return

-32.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-281.00 → -559.00

Residual

-34.7%

EPS growthn/d
Multiple reratingn/d
Dividend+2.2%
Residual / FX / buybacks / cross-term-34.7%

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.