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v0.1
201490.KQ$2380.00-3.25%
Fair $2380.00+0.0%

201490.KQ

Me2on Co., Ltd.

Communication Services / Electronic Gaming & MultimediaKOSDAQ

$2380.00

-80.00 (-3.25%)

Fairly Valued+0.0%Fair Value $2380.00Fund rank 38/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9
Margin 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $19.3B · quality 81.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

54/100

C

Piotroski

7/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years ROE is 0.5%, below the 5% threshold
Thesis & Journal · 201490.KQLocal privado en este navegador · Me2on 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

$77.6B

P/E

99.2x

↑

EV/EBITDA

4.9x

↓

ROE

0.5%

↓

Gross Margin

39.9%

↓

Debt/Equity

0.07

↓
52-Week Range$2380
$1749$8240

TradingView lightweight chart

201490.KQ price, volumen y niveles de valoración

Último $2,385Periodo -46.3%
Fair value: $2,380

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

+2.6%

FCF CAGR

-14.4%

FCF margin

16.0%

FCF / Net income

25.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $120.92B · net income $772.2M · FCF $19.31B

2022-FY → 2025-FY

Gross margin

39.9%-25.0% pts

Operating margin

10.4%-13.7% pts

Net margin

0.6%-7.1% pts

FCF margin

16.0%-11.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$120.92B$120.92B$94.32B$109.00B$112.01B
Net Income$772.2M$772.2M$551.2M$7.78B$8.66B
EBITDA$12.71B$12.71B$14.52B$28.80B$32.84B
EPS24.0024.0018.00234.00248.00
Gross Margin39.9%39.9%50.4%60.0%64.9%
Operating Margin10.4%10.4%12.5%20.3%24.1%
Net Margin0.6%0.6%0.6%7.1%7.7%
Balance Sheet
Debt/Equity0.070.070.140.160.17
Current Ratio5.785.78———
Cash Flow
Free Cash Flow$19.31B$19.31B$20.09B$16.06B$30.76B
Returns
ROE0.5%0.5%0.4%5.9%7.2%
Valuation
P/E99.1799.17100.7213.2515.95
EV/EBITDA4.944.942.572.942.35
P/B0.510.510.380.791.14
Growth & Yield
Revenue Growth28.2%28.2%-13.5%-2.7%—
EPS Growth33.3%33.3%-92.3%-5.6%—

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

106.5%

muy exigente

EPS terminal req.

$211.19

Spread vs growth

-73.1%

5Y implied EPS CAGR

60.5%

muy exigente

EPS terminal req.

$255.53

Spread vs growth

-27.2%

10Y implied EPS CAGR

32.9%

muy exigente

EPS terminal req.

$411.54

Spread vs growth

0.5%

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 +32.9%

Total return

+32.9%

Start / end P/E

99.7x → 99.4x

EPS bridge

18.00 → 24.00

Residual

-0.1%

EPS growth+33.3%
Multiple rerating-0.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.1%

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.