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v0.1
MNDTR.IS$5.85+0.00%
Fair $5.85+0.0%

MNDTR.IS

Mondi Tire Kutsan Kagit ve Ambalaj Sanayi A.S.

Consumer Cyclical / Packaging & ContainersIstanbul

$5.85

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $5.85Fund rank 30/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.2M · quality 58.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

42/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 0unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · MNDTR.ISLocal privado en este navegador · Mondi Tire Kutsan Kagit ve Ambalaj Sanayi A.S.
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

$6.1B

P/E

6.6x

↓

EV/EBITDA

6.2x

↓

ROE

43.3%

↑

Gross Margin

21.6%

↓

Debt/Equity

0.45

↑
52-Week Range$6
$5$9

TradingView lightweight chart

MNDTR.IS price, volumen y niveles de valoración

Último $5.770Periodo +481.5%
Fair value: $5.850

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2022 · 1 años de histórico normalizado

Revenue CAGR

+103.7%

FCF CAGR

—

FCF margin

-0.3%

FCF / Net income

-0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.11B · net income $864.8M · FCF $-21.7M

2021-FY → 2022-FY

Gross margin

21.6%-2.3% pts

Operating margin

13.3%-2.3% pts

Net margin

10.7%-2.0% pts

FCF margin

-0.3%-1.1% pts
MetricTTM
2022
2021
Income Statement
Revenue$8.11B$8.11B$3.98B
Net Income$864.8M$864.8M$502.8M
EBITDA$1.02B$1.02B$642.1M
EPS——0.64
Gross Margin21.6%21.6%23.9%
Operating Margin13.3%13.3%15.6%
Net Margin10.7%10.7%12.6%
Balance Sheet
Debt/Equity0.450.450.42
Current Ratio1.361.36—
Cash Flow
Free Cash Flow$-21.7M$-21.7M$34.2M
Returns
ROE43.3%43.3%41.0%
Valuation
P/E6.656.6515.02
EV/EBITDA6.206.2012.45
P/B2.782.786.17
Growth & Yield
Revenue Growth103.7%103.7%—

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 +8.3%

Total return

+8.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.64 → n/d

Residual

+8.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+8.3%

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.