MNSO

MNSO — Valuation Models

Interactive models with editable assumptions. All calculations run client-side.

Valuation Summary

ModelIntrinsic Valuevs Price ($18.02)
DCF$-10.65-159.1%
Graham Number$10.79-40.1%
Reverse DCF
DDM$12.77-29.1%
EV/EBITDA$73.08+305.5%

Values reflect default assumptions. Adjust inputs in each model below to update.

1 — Discounted Cash Flow (DCF)

Assumptions

Yahoo: —
Rev: 28.2% / EPS: -30.8%
Default: 9% (no SEC data)

Results

Intrinsic Value / share$-10.65
Current Price$18.02
Upside / Downside-159.1%
Net Debt (used)$3.23B
Sensitivity: WACC (rows) × Near-term g (cols)
WACC \ Near-term20.2%24.2%28.2%32.2%36.2%
7.0%$-10.65$-10.65$-10.65$-10.65$-10.65
8.0%$-10.65$-10.65$-10.65$-10.65$-10.65
9.0%$-10.65$-10.65$-10.65$-10.65$-10.65
10.0%$-10.65$-10.65$-10.65$-10.65$-10.65
11.0%$-10.65$-10.65$-10.65$-10.65$-10.65

2 — Graham Number

Assumptions

Graham used 22.5 (15× P/E × 1.5× P/B)
Yahoo: $1.01
Yahoo: $5.12

Results

Graham Number$10.79
Current Price$18.02
Margin of Safety-40.1%
Formula: √(22.5 × max(0,EPS) × max(0,BVPS))

3 — Reverse DCF (Implied Growth)

Assumptions

Default: 9% (no SEC data)

Results

Reverse DCF requires positive TTM free cash flow.
Current Price$18.02
Implied Near-term FCF Growth
Historical Revenue Growth28.2%
Historical Earnings Growth-30.8%
Base FCF (TTM)
Implied growth is the FCF growth rate (yrs 1–5) that makes the DCF intrinsic value equal the current price. Long-term growth is set to half the implied near-term rate.

4 — Dividend Discount Model (DDM)

Assumptions

Yahoo: $0.62

Results

DDM Intrinsic Value / share$12.77
Current Price$18.02
Upside / Downside-29.1%
Formula: D0 × (1+g) / (r − g)

5 — EV/EBITDA Multiple

Assumptions

Yahoo: $3.42B
Current: 7.4×
Default: $3.23B

Results

Implied Equity Value / share$73.08
Current Price$18.02
Upside / Downside+305.5%
Implied EV$25.36B
Sensitivity: EV/EBITDA multiple (rows) × Net Debt (cols)
Mult \ Net Debt$1.23B$2.23B$3.23B$4.23B$5.23B
3.4x$34.49$31.19$27.88$24.58$21.28
5.4x$57.08$53.78$50.48$47.18$43.88
7.4x$79.68$76.38$73.08$69.78$66.47
9.4x$102.27$98.97$95.67$92.37$89.07
11.4x$124.87$121.57$118.27$114.97$111.67