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241A.T$547.00-3.01%
Fair $547.00+0.0%

241A.T

241A.T

Technology / Software - ApplicationTokyo

$547.00

-17.00 (-3.01%)

Fairly Valued+0.0%Fair Value $547.00Fund rank 26/100 · Data gapFallback financials|
SA 46/C
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-613.9M · quality 49.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

46/100

C

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 · 241A.TLocal privado en este navegador · 241A.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

$4.0B

P/E

3.1x

↓

EV/EBITDA

1.9x

↓

ROE

53.8%

↑

Gross Margin

83.2%

↑

Debt/Equity

1.20

↑
52-Week Range$547
$416$1299

TradingView lightweight chart

241A.T price, volumen y niveles de valoración

Último $547.00Periodo -72.1%
Fair value: $547.00

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

+54.9%

FCF CAGR

—

FCF margin

-23.0%

FCF / Net income

-0.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.51B · net income $1.05B · FCF $-1.04B

2022-FY → 2025-FY

Gross margin

83.2%+2.9% pts

Operating margin

-16.0%+45.3% pts

Net margin

23.3%+92.6% pts

FCF margin

-23.0%+47.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.51B$4.51B$3.48B$2.08B$1.21B
Net Income$1.05B$1.05B$-499.9M$-746.4M$-841.6M
EBITDA$1.23B$1.23B$-457.8M$-738.3M$-825.2M
EPS——-73.12-111.81-126.08
Gross Margin83.2%83.2%85.7%83.9%80.2%
Operating Margin-16.0%-16.0%-13.5%-35.9%-61.3%
Net Margin23.3%23.3%-14.4%-36.0%-69.3%
Balance Sheet
Debt/Equity1.201.201.720.510.20
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$-1.04B$-1.04B$-613.9M$-535.9M$-850.5M
Returns
ROE53.8%53.8%-55.3%-238.4%-91.1%
Valuation
P/E3.133.13———
EV/EBITDA1.871.87———
P/B2.032.0311.42——
Growth & Yield
Revenue Growth29.8%29.8%67.5%71.0%—
EPS Growth——34.6%11.3%—

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 -51.2%

Total return

-51.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-73.12 → n/d

Residual

-51.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-51.2%

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.