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145A.T$870.00-1.81%
Fair $870.00+0.0%

145A.T

145A.T

Technology / Software - InfrastructureTokyo

$870.00

-16.00 (-1.81%)

Fairly Valued+0.0%Fair Value $870.00Fund rank 24/100 · Data gapFallback financials|
SA 48/C
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-35.7M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

48/100

C

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 · 145A.TLocal privado en este navegador · 145A.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

$4.5B

P/E

32.1x

↑

EV/EBITDA

18.5x

↑

ROE

7.5%

↑

Gross Margin

62.9%

↑

Debt/Equity

0.67

↑
52-Week Range$870
$740$1543

TradingView lightweight chart

145A.T price, volumen y niveles de valoración

Último $870.00Periodo -39.4%
Fair value: $870.00

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

+30.0%

FCF CAGR

—

FCF margin

7.1%

FCF / Net income

1.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.13B · net income $138.9M · FCF $151.3M

2022-FY → 2025-FY

Gross margin

62.9%+4.3% pts

Operating margin

7.9%+35.1% pts

Net margin

6.5%+39.1% pts

FCF margin

7.1%+28.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.13B$2.13B$1.59B$1.28B$970.6M
Net Income$138.9M$138.9M$13.1M$46.1M$-316.5M
EBITDA$211.9M$211.9M$50.5M$45.2M$-308.1M
EPS——2.679.29-38.18
Gross Margin62.9%62.9%64.7%64.1%58.6%
Operating Margin7.9%7.9%3.0%3.0%-27.2%
Net Margin6.5%6.5%0.8%3.6%-32.6%
Balance Sheet
Debt/Equity0.670.670.440.830.92
Current Ratio5.385.38———
Cash Flow
Free Cash Flow$151.3M$151.3M$-35.7M$-56.8M$-210.7M
Returns
ROE7.5%7.5%0.8%7.2%-53.6%
Valuation
P/E32.0932.09244.57——
EV/EBITDA18.5018.5039.87——
P/B2.412.411.87——
Growth & Yield
Revenue Growth33.8%33.8%24.5%31.9%—
EPS Growth——-71.3%124.3%—

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 +10.0%

Total return

+10.0%

Start / end P/E

n/dx → n/dx

EPS bridge

2.67 → n/d

Residual

+10.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+10.0%

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.