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434480.KQ$3115.00-4.45%
Fair $3115.00+0.0%

434480.KQ

MONITORAPP Co., Ltd.

Unknown / UnknownKOSDAQ

$3115.00

-145.00 (-4.45%)

Fairly Valued+0.0%Fair Value $3115.00Fund rank 26/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9
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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $635.6M · quality 44.3/100

Data gap 26/100
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

33/100

D

Piotroski

4/9

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 1.7%, below the 5% threshold
Thesis & Journal · 434480.KQLocal privado en este navegador · MONITORAPP 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

$37.6B

P/E

55.6x

↑

EV/EBITDA

21.1x

↑

ROE

1.7%

↓

Gross Margin

56.9%

↑

Debt/Equity

0.08

↓
52-Week Range$3115
$2995$5450

TradingView lightweight chart

434480.KQ price, volumen y niveles de valoración

Último $3,115Periodo -79.2%
Fair value: $3,115

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

+10.7%

FCF CAGR

-24.0%

FCF margin

3.3%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.17B · net income $665.1M · FCF $635.6M

2022-FY → 2025-FY

Gross margin

56.9%-2.3% pts

Operating margin

4.9%-3.1% pts

Net margin

3.5%-1.6% pts

FCF margin

3.3%-6.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.17B$19.17B$14.91B$14.19B$14.13B
Net Income$665.1M$665.1M$2.08B$-1.37B$719.0M
EBITDA$1.62B$1.62B$2.11B$-1.14B$1.67B
EPS56.0056.00134.00-128.0088.00
Gross Margin56.9%56.9%57.7%59.5%59.1%
Operating Margin4.9%4.9%-4.3%0.1%8.0%
Net Margin3.5%3.5%14.0%-9.6%5.1%
Balance Sheet
Debt/Equity0.080.080.010.010.04
Cash Flow
Free Cash Flow$635.6M$635.6M$-4.38B$1.59B$1.45B
Returns
ROE1.7%1.7%5.5%-3.9%5.2%
Valuation
P/E55.6355.6325.52——
EV/EBITDA21.0821.0813.06——
P/B0.970.971.131.90—
Growth & Yield
Revenue Growth28.6%28.6%5.1%0.4%—
EPS Growth-58.2%-58.2%204.7%-245.5%—

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

70.3%

muy exigente

EPS terminal req.

$276.40

Spread vs growth

-128.5%

5Y implied EPS CAGR

43.0%

muy exigente

EPS terminal req.

$334.45

Spread vs growth

-101.2%

10Y implied EPS CAGR

25.4%

muy exigente

EPS terminal req.

$538.63

Spread vs growth

-83.6%

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 -30.0%

Total return

-30.0%

Start / end P/E

33.2x → 55.6x

EPS bridge

134.00 → 56.00

Residual

-39.3%

EPS growth-58.2%
Multiple rerating+67.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-39.3%

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.