StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
2321.T$144.00-5.26%
Fair $144.00+0.0%

2321.T

Softfront Holdings

Technology / Software - ApplicationTokyo

$144.00

-8.00 (-5.26%)

Fairly Valued+0.0%Fair Value $144.00Fund rank 24/100 · Data gapFallback financials|
SA 27/D
F-Score: 5/9
Low Profitability

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 16%

FCF escenarios

weak_data · normalized FCF $33.4M · quality 35.0/100

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

27/100

D

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: 1unknown: 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. ROE is -6.6%, below the 5% threshold
Thesis & Journal · 2321.TLocal privado en este navegador · Softfront Holdings
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

$7.5B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-6.6%

↓

Gross Margin

49.6%

↑

Debt/Equity

N/A

•
52-Week Range$144
$96$449

TradingView lightweight chart

2321.T price, volumen y niveles de valoración

Último $144.00Periodo -69.8%
Fair value: $144.00

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

+29.7%

FCF CAGR

—

FCF margin

4.9%

FCF / Net income

-0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $823.6M · net income $-81.2M · FCF $40.3M

2022-FY → 2025-FY

Gross margin

49.6%-4.9% pts

Operating margin

3.5%+8.1% pts

Net margin

-9.9%-2.2% pts

FCF margin

4.9%+16.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$823.6M$823.6M$889.5M$763.8M$377.8M
Net Income$-81.2M$-81.2M$-317.0M$-59.4M$-29.1M
EBITDA$-27.0M$-27.0M$-32.2M$35.8M$7.2M
EPS-2.62-2.62-10.28-1.94-1.02
Gross Margin49.6%49.6%32.1%47.7%54.5%
Operating Margin3.5%3.5%-18.5%-6.8%-4.7%
Net Margin-9.9%-9.9%-35.6%-7.8%-7.7%
Balance Sheet
Debt/Equity——0.080.050.07
Current Ratio13.5913.59———
Cash Flow
Free Cash Flow$40.3M$40.3M$33.4M$-123.8M$-44.3M
Returns
ROE-6.6%-6.6%-239.5%-14.0%-6.0%
Valuation
EV/EBITDA———77.58339.82
P/B3.623.6218.176.865.61
Growth & Yield
Revenue Growth-7.4%-7.4%16.5%102.2%—
EPS Growth74.5%74.5%-429.9%-90.2%—

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 +34.6%

Total return

+34.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-10.28 → -2.62

Residual

+34.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+34.6%

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.