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2326.T$3745.00+2.26%
Fair $3745.00+0.0%

2326.T

Digital Arts Inc.

Technology / Software - InfrastructureTokyo

$3745.00

+90.00 (+2.26%)

Fairly Valued+0.0%Fair Value $3745.00Fund rank 30/100 · Data gapFallback financials|
SA 29/D
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.8B · quality 50.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

29/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 2326.TLocal privado en este navegador · Digital Arts 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

$50.3B

P/E

15.1x

↓

EV/EBITDA

6.0x

↓

ROE

18.3%

↑

Gross Margin

70.5%

↑

Debt/Equity

N/A

•
52-Week Range$3745
$3925$8280

TradingView lightweight chart

2326.T price, volumen y niveles de valoración

Último $4,070Periodo +242.0%
Fair value: $3,745

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

+3.3%

FCF CAGR

-30.4%

FCF margin

17.5%

FCF / Net income

0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.98B · net income $3.18B · FCF $1.75B

2022-FY → 2025-FY

Gross margin

70.5%+0.0% pts

Operating margin

45.7%+0.1% pts

Net margin

31.9%-0.2% pts

FCF margin

17.5%-39.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.98B$9.98B$11.51B$10.44B$9.05B
Net Income$3.18B$3.18B$4.38B$3.06B$2.90B
EBITDA$5.47B$5.47B$5.31B$5.30B$5.02B
EPS——310.30213.92202.03
Gross Margin70.5%70.5%60.2%64.9%70.4%
Operating Margin45.7%45.7%38.5%42.3%45.6%
Net Margin31.9%31.9%38.0%29.3%32.0%
Balance Sheet
Current Ratio2.682.68———
Cash Flow
Free Cash Flow$1.75B$1.75B$1.84B$2.28B$5.19B
Returns
ROE18.3%18.3%27.4%21.6%23.9%
Valuation
P/E15.0815.0813.7623.6539.40
EV/EBITDA6.036.037.8810.4619.63
P/B2.932.933.775.129.41
Growth & Yield
Revenue Growth-13.3%-13.3%10.3%15.3%—
EPS Growth——45.1%5.9%—
Dividend Yield2.5%2.5%———

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 -36.5%

Total return

-36.5%

Start / end P/E

n/dx → n/dx

EPS bridge

310.30 → n/d

Residual

-39.0%

EPS growthn/d
Multiple reratingn/d
Dividend+2.5%
Residual / FX / buybacks / cross-term-39.0%

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.