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BioNote, Inc (377740) Fair Value & Analysis

Healthcare · KR · Market cap 446B KRW

BI BioNote, Inc 377740 · KO
Price4,900 KRW
Fair Value2,782 KRW
Upside-43.2%
Quality54/100
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Weak Growth
Loss-making · -41.0% net margin
generates free cash flow
5.14% dividend yield
Mixed vs. peers (5/9)
Narrow moat 31/100
Evidence: Medium Range 1,660 KRW – 3,491 KRW Share as image

Fair value as of: Jul 22, 2026

From 13 valuation models · updated 19 days ago

Fair value updated Jul 22, 2026, revised from 2,769 KRW to 2,782 KRW (+0.5%) since Jul 9, 2026. Share price +3.9% over the past month.

A solid business, but screening 43% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (3,491 KRW). The favourable scenario is already priced in.
  • Solid but not exceptional quality (54/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (1,660 KRW to 3,491 KRW) leaves room in how you read the outcome.
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Price vs Fair Value (4 years)

8,868 KRW 3,348 KRW Fair Value 2,782 KRW Dec 2022 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 22, 2026.

How to read this chart

44‑month range 3,348 KRW – 8,868 KRW · fair‑value band 1,660 KRW – 3,491 KRW · the 4,900 KRW price screens above the 2,782 KRW fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 22, 2026.

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Analysis

BioNote, Inc (377740) currently trades at 4,900 KRW, while our model-based Fair Value estimate is 2,782 KRW, implying the stock looks roughly 43.2% overvalued today. The Quality Score stands at 54/100 (solid quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, BioNote, Inc generated revenue of 122B KRW at a net margin of -41.0%. Revenue grew 14.5% year over year. It earns a return on equity of -3.2%. Net debt stands at 5.4B KRW. Fundamentals as of Jul 22, 2026

Our scenario range runs from 1,660 KRW (bear case) to 3,491 KRW (bull case); at 4,900 KRW, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 19% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -26% fair-value upside, at -43%, 377740 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 1,136 KRW 2,153 KRW 4,164 KRW 72
Rev-Margin DCF 1,614 KRW 3,169 KRW 5,482 KRW 67
ROIC Compounder 1,495 KRW 1,728 KRW 1,935 KRW 67
All 13 models by family
DCF Models
FCF DCF 1,178 KRW 1,924 KRW 4,093 KRW 38
5Y Revenue Exit 1,614 KRW 3,053 KRW 5,785 KRW 39
5Y EBITDA Exit 2,392 KRW 4,752 KRW 8,939 KRW 41
10Y Revenue Exit 1,427 KRW 3,066 KRW 5,229 KRW 36
10Y EBITDA Exit 2,050 KRW 4,555 KRW 9,240 KRW 37
Earnings-Based
EPV 1,495 KRW 1,728 KRW 1,935 KRW 59
Multiples
EV/EBIT 2,304 KRW 3,014 KRW 3,723 KRW 53
EV/EBITDA 2,891 KRW 3,795 KRW 4,700 KRW 54
EV/Revenue 1,696 KRW 2,346 KRW 2,997 KRW 43
Asset-Based
NCAV (Graham) 7,500 KRW 10,050 KRW 15,000 KRW 50
Growth DCF
Growth DCF 1,136 KRW 2,153 KRW 4,164 KRW 72
Rev-Margin DCF 1,614 KRW 3,169 KRW 5,482 KRW 67
Economic Profit
ROIC Compounder 1,495 KRW 1,728 KRW 1,935 KRW 67

Widest divergence: Asset-Based (10,050 KRW) versus Earnings-Based (1,728 KRW). Highest evidence: Growth DCF (72).

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Key figures & financial health

Revenue (TTM) 122B KRW
Revenue growth (YoY) +14.5%
Net margin -41.0%
Return on equity -3.2%
Free cash flow 6.1B KRW FY2025
Operating margin 19.5%
More key figures
Dividend yield 5.1%
EPS growth (YoY) +925%
Net debt 5.4B KRW FY2019

Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 54/100

Of which business quality 51 · Market factors (momentum, volatility) 46

Profitability 2
Margins and returns on capital today
Quality Growth 45
Are margins and returns improving?
Cashflow 32
Earnings quality: real cash, not paper profit
Fin. Strength 81
Balance sheet, leverage, solvency risk
Investment 91
Disciplined investing over empire-building
Low Volatility 78
Calm price path (market factor)
Momentum 33
Price trend over the last 3–12 months (market factor)
52W Momentum 33
Distance to the 52-week high (market factor)
Net Issuance 86
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

BioNote, Inc., manufactures and sells in-vitro diagnostic animal medicines in South Korea. It offers animal diagnostics products, such as fluorescence immunoassay, molecular diagnostics, clinical biochemistry, rapid immunoassay, and enzyme-linked immunosorbent assay products.

Full company description

BioNote, Inc., manufactures and sells in-vitro diagnostic animal medicines in South Korea. It offers animal diagnostics products, such as fluorescence immunoassay, molecular diagnostics, clinical biochemistry, rapid immunoassay, and enzyme-linked immunosorbent assay products. The company also provides bio-content products, including rapid immunoassay for humans, human intermediate goods, and bio-contents reagents. In addition, it engages in the production and sell of medical devices. BioNote, Inc. was founded in 2003 and is headquartered in Hwaseong-si, South Korea.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

BioNote, Inc reported revenue of 118B KRW in FY2025 versus 622B KRW in FY2021, a compound −34.0%/yr. Reported net income was −87.5B KRW in FY2025.

Growth Quality 24/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
118B KRW
Latest YoY
+15.1%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−37.3%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−28.5%
Avg. growth/yr (6Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+19.8%
Revenue −34.0%/yr
FY21 622B KRW
FY22 480B KRW
FY23 90.1B KRW
FY24 103B KRW
FY25 118B KRW
Net income
FY21 677B KRW
FY22 308B KRW
FY23 −20.5B KRW
FY24 55.3B KRW
FY25 −87.5B KRW

377740 screens 43% overvalued. Compare with Abbott Laboratories, →

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Cite: Fair Value Calculator (2026). "BioNote, Inc Fair Value". https://www.fairvalue-calculator.com/stock/377740

Peer Group

Medical Devices · 352 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 54 · Above median
Fair Value upside −43% · Below median
Return on assets 1% · Below median
Net margin (TTM) -41% · Bottom 25%
Operating margin (TTM) 20% · Top 25%
Revenue growth 15% · Above median
Dividend yield (TTM) 5.1% · Top 25%

Valuation Multiples vs Medical Devices median · lower = cheaper

P/FCF 0.1× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 0
FUTURE 73 · sector 29
PAST 0 · sector 8
HEALTH 0 · sector 97
DIVIDEND 100 · sector 38

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Medical Devices stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).

Stock Price Fair Value vs Fair Value
Abbott Laboratories, ABT $100.68 $74.79 -26%
Stryker Corporation SYK $316.44 $186.28 -41%
Medtronic plc MDT $83.56 $65.57 -22%
Boston Scientific Corporation BSX $43.04 $38.44 -11%
Edwards Lifesciences Corporation EW $85.73 $41.02 -52%
Siemens Healthineers AG SHL €34.59 €33.87 -2%
DexCom, Inc DXCM $74.96 $38.95 -48%
Shenzhen Mindray Bio-Medical Electronics Co 300760 ¥149.43 ¥147.63 -1%
Shanghai United Imaging Healthcare Co 688271 ¥109.00 ¥43.60 -60%
Demant A/S DEMANT kr 276.60 kr 161.17 -42%

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Frequently asked questions

Is BioNote, Inc (377740) overvalued or undervalued?
As of Jul 22, 2026, our model estimates a fair value of 2,782 KRW versus a price of 4,900 KRW, about −43% (overvalued).
What is the fair value of 377740?
Our model-based fair value for BioNote, Inc is 2,782 KRW (as of Jul 22, 2026), built from audited fundamentals. The current price is 4,900 KRW.
What is the quality score of 377740?
BioNote, Inc has a Quality Score of 54/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of BioNote, Inc (377740)?
BioNote, Inc reported trailing-twelve-month revenue of about 122B KRW (latest available figure, as of Jul 22, 2026).
What is the net profit margin of 377740?
The net profit margin of BioNote, Inc is about -41.0%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does BioNote, Inc pay a dividend?
BioNote, Inc currently shows a dividend yield of about 4.74% relative to its recent price (as of Jul 22, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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