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166A.T$943.00+0.11%
Fair $943.00+0.0%

166A.T

TASUKI Holdings Inc.

Technology / Software - ApplicationTokyo

$943.00

+1.00 (+0.11%)

Fairly Valued+0.0%Fair Value $943.00Fund 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-4.3B · quality 42.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 0unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 166A.TLocal privado en este navegador · TASUKI Holdings Inc.
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

$58.2B

P/E

10.3x

↓

EV/EBITDA

8.8x

↓

ROE

15.5%

↑

Gross Margin

19.9%

↓

Debt/Equity

1.47

↑
52-Week Range$943
$630$960

TradingView lightweight chart

166A.T price, volumen y niveles de valoración

Último $943.00Periodo +33.8%
Fair value: $943.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2024–2025 · 1 años de histórico normalizado

Revenue CAGR

+56.8%

FCF CAGR

—

FCF margin

-9.7%

FCF / Net income

-1.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $74.41B · net income $4.93B · FCF $-7.25B

2024-FY → 2025-FY

Gross margin

19.9%+3.1% pts

Operating margin

11.8%+3.3% pts

Net margin

6.6%+2.0% pts

FCF margin

-9.7%-6.9% pts
MetricTTM
2025
2024
Income Statement
Revenue$74.41B$74.41B$47.46B
Net Income$4.93B$4.93B$2.22B
EBITDA$9.01B$9.01B$4.14B
EPS——53.39
Gross Margin19.9%19.9%16.8%
Operating Margin11.8%11.8%8.6%
Net Margin6.6%6.6%4.7%
Balance Sheet
Debt/Equity1.471.471.56
Current Ratio4.324.32—
Cash Flow
Free Cash Flow$-7.25B$-7.25B$-1.36B
Returns
ROE15.5%15.5%10.4%
Valuation
P/E10.3210.3212.40
EV/EBITDA8.768.7611.18
P/B1.821.821.29
Growth & Yield
Revenue Growth56.8%56.8%—
Dividend Yield4.2%4.2%—

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 +50.7%

Total return

+50.7%

Start / end P/E

n/dx → n/dx

EPS bridge

53.39 → n/d

Residual

+46.4%

EPS growthn/d
Multiple reratingn/d
Dividend+4.2%
Residual / FX / buybacks / cross-term+46.4%

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.