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041920.KQ$15880.00+0.69%
Fair $15880.00+0.0%

041920.KQ

MEDIANA Co.,Ltd

Unknown / UnknownKOSDAQ

$15880.00

+120.00 (+0.69%)

Fairly Valued+0.0%Fair Value $15880.00Fund rank 36/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9
Low 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.9B · quality 74.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

43/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 3.9%, below the 5% threshold
Thesis & Journal · 041920.KQLocal privado en este navegador · MEDIANA 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

$293.0B

P/E

55.5x

↑

EV/EBITDA

33.7x

↑

ROE

3.9%

↑

Gross Margin

34.3%

↑

Debt/Equity

0.01

↓
52-Week Range$15880
$4850$29600

TradingView lightweight chart

041920.KQ price, volumen y niveles de valoración

Último $17,480Periodo +1194.0%
Fair value: $15,880

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

-1.7%

FCF CAGR

-19.0%

FCF margin

7.5%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $64.94B · net income $5.27B · FCF $4.90B

2022-FY → 2025-FY

Gross margin

34.3%+0.0% pts

Operating margin

9.2%-6.4% pts

Net margin

8.1%-7.4% pts

FCF margin

7.5%-5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$64.94B$64.94B$57.04B$78.42B$68.35B
Net Income$5.27B$5.27B$6.21B$8.89B$10.60B
EBITDA$7.91B$7.91B$10.00B$12.93B$15.36B
EPS286.00286.00336.00547.00664.00
Gross Margin34.3%34.3%30.6%28.6%34.3%
Operating Margin9.2%9.2%2.3%12.0%15.5%
Net Margin8.1%8.1%10.9%11.3%15.5%
Balance Sheet
Debt/Equity0.010.010.000.000.01
Cash Flow
Free Cash Flow$4.90B$4.90B$4.31B$14.16B$9.21B
Returns
ROE3.9%3.9%4.9%8.8%11.8%
Valuation
P/E55.5255.5214.6113.978.03
EV/EBITDA33.7433.747.486.904.03
P/B2.162.160.711.230.94
Growth & Yield
Revenue Growth13.9%13.9%-27.3%14.7%—
EPS Growth-14.9%-14.9%-38.6%-17.6%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

70.2%

muy exigente

EPS terminal req.

$1409.09

Spread vs growth

-85.0%

5Y implied EPS CAGR

42.9%

muy exigente

EPS terminal req.

$1704.99

Spread vs growth

-57.8%

10Y implied EPS CAGR

25.4%

muy exigente

EPS terminal req.

$2745.91

Spread vs growth

-40.3%

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 +186.1%

Total return

+186.1%

Start / end P/E

18.2x → 61.1x

EPS bridge

336.00 → 286.00

Residual

-35.1%

EPS growth-14.9%
Multiple rerating+236.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-35.1%

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.