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143A.T$682.00-2.43%
Fair $682.00+0.0%

143A.T

143A.T

Communication Services / Advertising AgenciesTokyo

$682.00

-17.00 (-2.43%)

Fairly Valued+0.0%Fair Value $682.00Fund rank 31/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $101.6M · quality 54.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

34/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 143A.TLocal privado en este navegador · 143A.T
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

$1.3B

P/E

286.6x

↑

EV/EBITDA

-0.3x

↓

ROE

14.8%

↑

Gross Margin

76.3%

↑

Debt/Equity

N/A

•
52-Week Range$682
$682$1596

TradingView lightweight chart

143A.T price, volumen y niveles de valoración

Último $682.00Periodo -66.7%
Fair value: $682.00

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

+10.8%

FCF CAGR

+19.9%

FCF margin

7.3%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.39B · net income $177.6M · FCF $101.6M

2022-FY → 2025-FY

Gross margin

76.3%+0.2% pts

Operating margin

17.6%+10.6% pts

Net margin

12.7%+3.2% pts

FCF margin

7.3%+1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.39B$1.39B$1.28B$1.15B$1.02B
Net Income$177.6M$177.6M$126.3M$83.8M$97.3M
EBITDA$242.3M$242.3M$204.9M$118.5M$128.2M
EPS91.6191.6175.5652.3652.86
Gross Margin76.3%76.3%75.3%76.8%76.1%
Operating Margin17.6%17.6%15.7%8.3%7.0%
Net Margin12.7%12.7%9.9%7.3%9.5%
Balance Sheet
Current Ratio3.813.81———
Cash Flow
Free Cash Flow$101.6M$101.6M$223.8M$88.9M$59.0M
Returns
ROE14.8%14.8%13.3%14.6%20.5%
Valuation
P/E286.55286.5520.37——
EV/EBITDA-0.32-0.326.09——
P/B1.101.102.72——
Growth & Yield
Revenue Growth8.9%8.9%11.5%12.1%—
EPS Growth21.2%21.2%44.3%-1.0%—

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

-12.9%

fácil

EPS terminal req.

$60.52

Spread vs growth

34.1%

5Y implied EPS CAGR

-4.4%

fácil

EPS terminal req.

$73.22

Spread vs growth

25.6%

10Y implied EPS CAGR

2.6%

fácil

EPS terminal req.

$117.93

Spread vs growth

18.7%

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 -17.1%

Total return

-17.1%

Start / end P/E

10.9x → 7.4x

EPS bridge

75.56 → 91.61

Residual

-6.7%

EPS growth+21.2%
Multiple rerating-31.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-6.7%

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.