StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
150A.T$353.00-1.12%
Fair $353.00+0.0%

150A.T

150A.T

Industrials / ConglomeratesTokyo

$353.00

-4.00 (-1.12%)

Fairly Valued+0.0%Fair Value $353.00Fund rank 27/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9

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 19%

FCF escenarios

weak_data · normalized FCF $52.8M · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

50/100

C

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: 0unknown: 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.
Thesis & Journal · 150A.TLocal privado en este navegador · 150A.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

$2.0B

P/E

14.0x

↓

EV/EBITDA

5.0x

↓

ROE

7.1%

↑

Gross Margin

36.5%

↑

Debt/Equity

0.23

↓
52-Week Range$353
$331$521

TradingView lightweight chart

150A.T price, volumen y niveles de valoración

Último $353.00Periodo -56.2%
Fair value: $353.00

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

+19.4%

FCF CAGR

—

FCF margin

-12.8%

FCF / Net income

-3.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.97B · net income $144.2M · FCF $-507.4M

2022-FY → 2025-FY

Gross margin

36.5%-2.5% pts

Operating margin

4.4%+0.6% pts

Net margin

3.6%+1.0% pts

FCF margin

-12.8%-13.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.97B$3.97B$3.48B$2.97B$2.33B
Net Income$144.2M$144.2M$145.4M$187.9M$60.8M
EBITDA$333.0M$333.0M$302.7M$258.6M$143.4M
EPS25.2225.2231.2941.2511.09
Gross Margin36.5%36.5%36.0%38.1%39.1%
Operating Margin4.4%4.4%6.0%5.5%3.8%
Net Margin3.6%3.6%4.2%6.3%2.6%
Balance Sheet
Debt/Equity0.230.230.090.200.87
Current Ratio2.152.15———
Cash Flow
Free Cash Flow$-507.4M$-507.4M$185.2M$52.8M$10.6M
Returns
ROE7.1%7.1%7.9%14.1%9.2%
Valuation
P/E14.0014.0018.15——
EV/EBITDA5.045.045.30——
P/B0.990.991.44——
Growth & Yield
Revenue Growth13.9%13.9%17.3%27.4%—
EPS Growth-19.4%-19.4%-24.1%271.9%—

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

7.5%

razonable

EPS terminal req.

$31.32

Spread vs growth

-26.9%

5Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$37.90

Spread vs growth

-27.9%

10Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$61.04

Spread vs growth

-28.6%

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 -30.5%

Total return

-30.5%

Start / end P/E

16.2x → 14.0x

EPS bridge

31.29 → 25.22

Residual

+2.7%

EPS growth-19.4%
Multiple rerating-13.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term+2.7%

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.