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006920.KQ$3120.00+0.32%
Fair $3120.00+0.0%

006920.KQ

Mohenz.Co.,Ltd.

Basic Materials / Building MaterialsKOSDAQ

$3120.00

+10.00 (+0.32%)

Fairly Valued+0.0%Fair Value $3120.00Fund rank 28/100 · Data gapFallback financials|
SA 24/D
F-Score: 3/9
Declining RevenueLow 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 19%

FCF escenarios

weak_data · normalized FCF $-1.1B · quality 50.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

24/100

D

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years ROE is -9.6%, below the 5% threshold
Thesis & Journal · 006920.KQLocal privado en este navegador · Mohenz.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

$31.5B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-9.6%

↓

Gross Margin

4.0%

↓

Debt/Equity

0.04

↓
52-Week Range$3120
$2675$7630

TradingView lightweight chart

006920.KQ price, volumen y niveles de valoración

Último $3,120Periodo +394.5%
Fair value: $3,120

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

-3.4%

FCF CAGR

—

FCF margin

-1.4%

FCF / Net income

0.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $81.16B · net income $-2.63B · FCF $-1.10B

2022-FY → 2025-FY

Gross margin

4.0%-5.6% pts

Operating margin

-3.6%-7.6% pts

Net margin

-3.2%-5.3% pts

FCF margin

-1.4%-3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$81.16B$81.16B$100.48B$111.41B$90.12B
Net Income$-2.63B$-2.63B$580.3M$8.27B$1.87B
EBITDA$-1.72B$-1.72B$5.01B$14.22B$5.24B
EPS-258.00-258.0053.00757.00171.00
Gross Margin4.0%4.0%11.2%15.7%9.6%
Operating Margin-3.6%-3.6%2.7%10.9%4.0%
Net Margin-3.2%-3.2%0.6%7.4%2.1%
Balance Sheet
Debt/Equity0.040.040.040.050.01
Current Ratio2.882.88———
Cash Flow
Free Cash Flow$-1.10B$-1.10B$-2.91B$7.33B$2.04B
Returns
ROE-9.6%-9.6%1.8%24.9%7.3%
Valuation
P/E——56.425.3621.73
EV/EBITDA——5.782.856.80
P/B1.161.161.001.341.60
Growth & Yield
Revenue Growth-19.2%-19.2%-9.8%23.6%—
EPS Growth-586.8%-586.8%-93.0%342.7%—

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 +2.6%

Total return

+2.6%

Start / end P/E

n/dx → n/dx

EPS bridge

53.00 → -258.00

Residual

+2.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+2.6%

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.