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222980.KQ$1816.00-9.20%
Fair $1816.00+0.0%

222980.KQ

Mcnulty Korea Co., Ltd.

Consumer Defensive / Farm ProductsKOSDAQ

$1816.00

-184.00 (-9.20%)

Fairly Valued+0.0%Fair Value $1816.00Fund rank 22/100 · Data gapFallback financials|
SA 16/F
F-Score: 3/9
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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-1.2B · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

16/100

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: 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 -3.8%, below the 5% threshold
Thesis & Journal · 222980.KQLocal privado en este navegador · Mcnulty Korea 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

$19.4B

P/E

N/A

•

EV/EBITDA

11.5x

↑

ROE

-3.8%

↓

Gross Margin

26.4%

↓

Debt/Equity

1.08

↑
52-Week Range$1816
$1793$4560

TradingView lightweight chart

222980.KQ price, volumen y niveles de valoración

Último $1,816Periodo -72.6%
Fair value: $1,816

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

+11.1%

FCF CAGR

—

FCF margin

5.1%

FCF / Net income

-3.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $96.31B · net income $-1.27B · FCF $4.87B

2022-FY → 2025-FY

Gross margin

26.4%+5.9% pts

Operating margin

-1.0%-0.1% pts

Net margin

-1.3%+3.3% pts

FCF margin

5.1%+17.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$96.31B$96.31B$88.83B$78.40B$70.21B
Net Income$-1.27B$-1.27B$79.5M$-3.40B$-3.22B
EBITDA$4.42B$4.42B$5.80B$1.84B$2.82B
EPS-117.00-117.004.00-310.00-279.00
Gross Margin26.4%26.4%27.5%22.7%20.5%
Operating Margin-1.0%-1.0%0.1%-5.3%-1.0%
Net Margin-1.3%-1.3%0.1%-4.3%-4.6%
Balance Sheet
Debt/Equity1.081.080.951.001.05
Current Ratio1.151.15———
Cash Flow
Free Cash Flow$4.87B$4.87B$-4.23B$-1.19B$-8.64B
Returns
ROE-3.8%-3.8%0.2%-10.0%-8.6%
Valuation
P/E——848.75——
EV/EBITDA11.5411.5416.9540.8032.79
P/B0.590.591.921.401.57
Growth & Yield
Revenue Growth8.4%8.4%13.3%11.7%—
EPS Growth-3025.0%-3025.0%101.3%-11.1%—

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 -46.4%

Total return

-46.4%

Start / end P/E

n/dx → n/dx

EPS bridge

4.00 → -117.00

Residual

-46.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-46.4%

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.