Medinotec Inc.

MDNCdata completeness 88%4 fiscal years on file

Data notes: no data for concept 'totalDebt'; no data for concept 'epsDiluted'

The thesis, from the filings

Medinotec Inc. earns about 126% on invested capital, far above its ~9% cost of capital, but has diluted owners by 100084% over 4 years — a real edge showing up in the numbers. The estimate methods put fair value between $0.19 and $4.24 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2023FY 2024FY 2025FY 2026
Revenue$999,5791$5.02M2$9.11M3$9.73M3
Net income−$352,7354−$404,6885$2.16M6$794,5026
Operating cash flow−$490,5497$14,2428$877,8349$906,7989
Capital expenditure$55,27710−$2,25511$89,01312$1,36312
Free cash flow (derived)−$545,8267$16,4978$788,8219$905,4359
Total debt
Cash & equivalents$2.83M13$2.81M14$2.77M14$2.76M14
Diluted shares11,73411.7M11.7M11.8M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$4.86
your share of equity
Profit it earned you last year
$0.68
Free cash flow it threw off
$0.77
Debt you’d be carrying

10 shares is a claim on $4.86 of net worth that earned you $0.68 and generated $0.77 of cash last year.

iii. Is this a good business?
Moat signal · return on invested capital
126% avg · 4y
FY23 FY24 FY25 213%FY26 39%

It earned about 126% on invested capital, year after year, against a ~9% cost of capital — the footprint of real pricing power. Competition usually drags returns like this back down; here it hasn't.

seeing a moat in the numbers →
Management signal · capital allocation
+100084% shares · 4y

Share count is up 100084% over 4 years — owners have been diluted. Worth asking what they got for it.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0

The 3 estimate methods that apply put fair value between $0.19 and $4.24 a share. They rest on different assumptions, so where they diverge is the story.

DCF · Growth Exit 10Y
$4.24
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth20.0%
  • fcfBase$788,821
DCF · Growth Exit 5Y
$2.42
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth20.0%
  • fcfBase$788,821
Earnings Power Value
$0.19
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$220,883.5
  • growthAssumed0.0%
Graham Number
not applicable
diluted EPS missing or non-positive — Graham Number undefined

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years20.0%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $2.42
The three cases
Bear0.0%$1.19
Base20.0%$2.42
Bull20.0%$2.42

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 20.0%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 10-K · period ending 2023-02-28 · accession 0001663577-24-000168 (Revenues)
  2. 10-K · period ending 2024-02-29 · accession 0001663577-25-000171 (Revenues)
  3. 10-K · period ending 2025-02-28 · accession 0001663577-26-000175 (Revenues)
  4. 10-K · period ending 2023-02-28 · accession 0001663577-24-000168 (NetIncomeLoss)
  5. 10-K · period ending 2024-02-29 · accession 0001663577-25-000171 (NetIncomeLoss)
  6. 10-K · period ending 2025-02-28 · accession 0001663577-26-000175 (NetIncomeLoss)
  7. 10-K · period ending 2023-02-28 · accession 0001663577-24-000168 (NetCashProvidedByUsedInOperatingActivities)
  8. 10-K · period ending 2024-02-29 · accession 0001663577-25-000171 (NetCashProvidedByUsedInOperatingActivities)
  9. 10-K · period ending 2025-02-28 · accession 0001663577-26-000175 (NetCashProvidedByUsedInOperatingActivities)
  10. 10-K · period ending 2023-02-28 · accession 0001663577-24-000168 (PaymentsToAcquirePropertyPlantAndEquipment)
  11. 10-K · period ending 2024-02-29 · accession 0001663577-25-000171 (PaymentsToAcquirePropertyPlantAndEquipment)
  12. 10-K · period ending 2025-02-28 · accession 0001663577-26-000175 (PaymentsToAcquirePropertyPlantAndEquipment)
  13. 10-K · period ending 2023-02-28 · accession 0001663577-25-000171 (CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents)
  14. 10-K · period ending 2024-02-29 · accession 0001663577-26-000175 (CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents)