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211A.T$3315.00-3.63%
Fair $3315.00+0.0%

211A.T

Cados Corporation

Industrials / Engineering & ConstructionTokyo

$3315.00

-125.00 (-3.63%)

Fairly Valued+0.0%Fair Value $3315.00Fund rank 24/100 · Data gapFallback financials|
SA 30/D
F-Score: 7/9

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 15%

FCF escenarios

weak_data · normalized FCF $-147.9M · 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 10/100Data 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

30/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 211A.TLocal privado en este navegador · Cados Corporation
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

$3.3B

P/E

N/A

•

EV/EBITDA

3.5x

↓

ROE

9.9%

↑

Gross Margin

19.4%

↓

Debt/Equity

0.51

↑
52-Week Range$3315
$3230$5350

TradingView lightweight chart

211A.T price, volumen y niveles de valoración

Último $3,315Periodo +11.6%
Fair value: $3,315

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2024 · 2 años de histórico normalizado

Revenue CAGR

+19.7%

FCF CAGR

—

FCF margin

12.0%

FCF / Net income

1.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.48B · net income $405.2M · FCF $774.1M

2022-FY → 2024-FY

Gross margin

19.4%-2.9% pts

Operating margin

9.8%-0.9% pts

Net margin

6.3%-0.7% pts

FCF margin

12.0%+25.2% pts
MetricTTM
2024
2023
2022
Income Statement
Revenue$6.48B$6.48B$5.66B$4.52B
Net Income$405.2M$405.2M$365.9M$312.9M
EBITDA$861.4M$861.4M$770.0M$703.5M
EPS——487.84330.08
Gross Margin19.4%19.4%19.0%22.3%
Operating Margin9.8%9.8%9.2%10.7%
Net Margin6.3%6.3%6.5%6.9%
Balance Sheet
Debt/Equity0.510.510.750.79
Current Ratio1.101.10——
Cash Flow
Free Cash Flow$774.1M$774.1M$-147.9M$-600.3M
Returns
ROE9.9%9.9%12.0%11.6%
Valuation
EV/EBITDA3.493.49——
P/B0.820.82——
Growth & Yield
Revenue Growth14.4%14.4%25.1%—
EPS Growth——47.8%—
Dividend Yield5.2%5.2%——

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 +1.2%

Total return

+1.2%

Start / end P/E

n/dx → n/dx

EPS bridge

487.84 → n/d

Residual

-4.1%

EPS growthn/d
Multiple reratingn/d
Dividend+5.2%
Residual / FX / buybacks / cross-term-4.1%

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.