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192A.T$1381.00+0.66%
Fair $1381.00+0.0%

192A.T

192A.T

Financial Services / Capital MarketsTokyo

$1381.00

+9.00 (+0.66%)

Fairly Valued+0.0%Fair Value $1381.00Fund rank 27/100 · Data gapFallback financials|
SA 34/D
F-Score: 1/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 82.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

1/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 192A.TLocal privado en este navegador · 192A.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

$3.0B

P/E

9.8x

↓

EV/EBITDA

2.2x

↓

ROE

16.4%

↑

Gross Margin

55.2%

↑

Debt/Equity

N/A

•
52-Week Range$1381
$1300$2850

TradingView lightweight chart

192A.T price, volumen y niveles de valoración

Último $1,381Periodo -74.8%
Fair value: $1,381

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

+42.9%

FCF CAGR

—

FCF margin

-12.2%

FCF / Net income

-0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.89B · net income $311.1M · FCF $-231.1M

2022-FY → 2025-FY

Gross margin

55.2%+1.5% pts

Operating margin

26.3%+24.2% pts

Net margin

16.4%+16.5% pts

FCF margin

-12.2%+24.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.89B$1.89B$2.20B$1.27B$649.0M
Net Income$311.1M$311.1M$672.3M$170.7M$-251000.00
EBITDA$504.0M$504.0M$991.5M$240.3M$15.1M
EPS141.23141.23336.1785.35-0.13
Gross Margin55.2%55.2%65.3%49.4%53.7%
Operating Margin26.3%26.3%44.8%18.7%2.1%
Net Margin16.4%16.4%30.6%13.4%-0.0%
Balance Sheet
Current Ratio7.277.27———
Cash Flow
Free Cash Flow$-231.1M$-231.1M$955.6M$569.8M$-238.6M
Returns
ROE16.4%16.4%49.4%24.7%-0.0%
Valuation
P/E9.789.78———
EV/EBITDA2.242.24———
P/B1.601.60———
Growth & Yield
Revenue Growth-13.9%-13.9%72.6%96.2%—
EPS Growth-58.0%-58.0%293.9%68106.0%—
Dividend Yield6.6%6.6%———

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

-4.6%

fácil

EPS terminal req.

$122.54

Spread vs growth

-53.4%

5Y implied EPS CAGR

1.0%

fácil

EPS terminal req.

$148.27

Spread vs growth

-59.0%

10Y implied EPS CAGR

5.4%

razonable

EPS terminal req.

$238.80

Spread vs growth

-63.4%

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 -42.1%

Total return

-42.1%

Start / end P/E

8.0x → 9.8x

EPS bridge

336.17 → 141.23

Residual

-12.8%

EPS growth-58.0%
Multiple rerating+22.1%
Dividend+6.6%
Residual / FX / buybacks / cross-term-12.8%

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.