StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
1447.T$290.00-2.72%
Fair $290.00+0.0%

1447.T

SAAF Holdings Co.,Ltd.

Technology / Information Technology ServicesTokyo

$290.00

-8.00 (-2.72%)

Fairly Valued+0.0%Fair Value $290.00Fund rank 21/100 · Data gapFallback financials|
SA 21/D
F-Score: 3/9
High DebtDeclining RevenueLow Profitability

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 35% · confianza 12%

FCF escenarios

weak_data · normalized FCF $-366.2M · quality 28.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

21/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 3.58, above the 2.0 threshold Revenue has declined for 2 consecutive years ROE is -4.9%, below the 5% threshold
Thesis & Journal · 1447.TLocal privado en este navegador · SAAF Holdings Co.,Ltd.
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

$7.1B

P/E

15.4x

↓

EV/EBITDA

13.7x

↑

ROE

-4.9%

↓

Gross Margin

24.8%

↓

Debt/Equity

3.58

↑
52-Week Range$290
$230$475

TradingView lightweight chart

1447.T price, volumen y niveles de valoración

Último $286.00Periodo -43.0%
Fair value: $290.00

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

+3.1%

FCF CAGR

—

FCF margin

-1.3%

FCF / Net income

2.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $28.86B · net income $-129.2M · FCF $-366.2M

2022-FY → 2025-FY

Gross margin

24.8%-0.4% pts

Operating margin

1.2%+0.3% pts

Net margin

-0.4%+2.5% pts

FCF margin

-1.3%+0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$28.86B$28.86B$29.27B$30.53B$26.35B
Net Income$-129.2M$-129.2M$183.1M$162.5M$-766.1M
EBITDA$982.3M$982.3M$1.33B$1.36B$308.3M
EPS-5.28-5.287.596.92-35.59
Gross Margin24.8%24.8%25.9%25.6%25.2%
Operating Margin1.2%1.2%2.4%2.4%0.9%
Net Margin-0.4%-0.4%0.6%0.5%-2.9%
Balance Sheet
Debt/Equity3.583.583.473.375.96
Current Ratio1.801.80———
Cash Flow
Free Cash Flow$-366.2M$-366.2M$123.3M$-427.9M$-413.9M
Returns
ROE-4.9%-4.9%6.3%6.2%-41.0%
Valuation
P/E15.3615.3634.2654.19—
EV/EBITDA13.7013.708.5510.2151.79
P/B2.682.682.163.355.68
Growth & Yield
Revenue Growth-1.4%-1.4%-4.1%15.9%—
EPS Growth-169.6%-169.6%9.7%119.4%—
Dividend Yield1.7%1.7%———

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 +5.3%

Total return

+5.3%

Start / end P/E

n/dx → n/dx

EPS bridge

7.59 → -5.28

Residual

+3.6%

EPS growthn/d
Multiple reratingn/d
Dividend+1.7%
Residual / FX / buybacks / cross-term+3.6%

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.