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439090.KQ$13150.00-3.02%
Fair $13150.00+0.0%

439090.KQ

Manyo Factory Co., Ltd

Consumer Defensive / Household & Personal ProductsKOSDAQ

$13150.00

-430.00 (-3.02%)

Fairly Valued+0.0%Fair Value $13150.00Fund rank 36/100 · Data gapFallback financials|
SA 39/D
F-Score: 3/9
Margin Compression

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 $8.5B · quality 76.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

39/100

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 439090.KQLocal privado en este navegador · Manyo Factory 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

$215.4B

P/E

23.6x

↑

EV/EBITDA

13.6x

↑

ROE

7.4%

↑

Gross Margin

60.0%

↑

Debt/Equity

0.03

↓
52-Week Range$13150
$11060$20850

TradingView lightweight chart

439090.KQ price, volumen y niveles de valoración

Último $13,790Periodo -71.1%
Fair value: $13,150

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

+3.5%

FCF CAGR

-12.2%

FCF margin

7.5%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $113.02B · net income $9.13B · FCF $8.49B

2022-FY → 2025-FY

Gross margin

60.0%-8.3% pts

Operating margin

9.3%-14.8% pts

Net margin

8.1%-8.9% pts

FCF margin

7.5%-4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$113.02B$113.02B$127.92B$105.00B$101.84B
Net Income$9.13B$9.13B$16.37B$11.63B$17.30B
EBITDA$13.24B$13.24B$22.06B$15.88B$22.93B
EPS557.00557.00983.00738.001211.00
Gross Margin60.0%60.0%61.7%63.7%68.3%
Operating Margin9.3%9.3%14.5%15.1%24.1%
Net Margin8.1%8.1%12.8%11.1%17.0%
Balance Sheet
Debt/Equity0.030.030.020.000.01
Current Ratio14.3014.30———
Cash Flow
Free Cash Flow$8.49B$8.49B$16.38B$6.47B$12.54B
Returns
ROE7.4%7.4%14.4%12.0%33.2%
Valuation
P/E23.6123.6115.5730.62—
EV/EBITDA13.6013.609.6719.59—
P/B1.761.762.243.67—
Growth & Yield
Revenue Growth-11.7%-11.7%21.8%3.1%—
EPS Growth-43.3%-43.3%33.2%-39.1%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

28.0%

muy exigente

EPS terminal req.

$1166.84

Spread vs growth

-71.3%

5Y implied EPS CAGR

20.4%

exigente

EPS terminal req.

$1411.88

Spread vs growth

-63.8%

10Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$2273.85

Spread vs growth

-58.4%

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 -21.2%

Total return

-21.2%

Start / end P/E

17.8x → 24.8x

EPS bridge

983.00 → 557.00

Residual

-17.0%

EPS growth-43.3%
Multiple rerating+39.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-17.0%

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.