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v0.1
2454.T$359.00-0.55%
Fair $359.00+0.0%

2454.T

All About, Inc.

Communication Services / Internet Content & InformationTokyo

$359.00

-2.00 (-0.55%)

Fairly Valued+0.0%Fair Value $359.00Fund rank 26/100 · Data gapFallback financials|
SA 13/F
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 17%

FCF escenarios

weak_data · normalized FCF $-100.4M · quality 39.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

13/100

F

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -1.0%, below the 5% threshold
Thesis & Journal · 2454.TLocal privado en este navegador · All About, 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

$5.1B

P/E

N/A

•

EV/EBITDA

8.7x

↑

ROE

-1.0%

↓

Gross Margin

60.2%

↑

Debt/Equity

N/A

•
52-Week Range$359
$336$420

TradingView lightweight chart

2454.T price, volumen y niveles de valoración

Último $359.00Periodo -95.5%
Fair value: $359.00

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

+1.2%

FCF CAGR

—

FCF margin

-0.6%

FCF / Net income

2.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.95B · net income $-39.1M · FCF $-100.4M

2022-FY → 2025-FY

Gross margin

60.2%+3.5% pts

Operating margin

0.1%-4.2% pts

Net margin

-0.2%-2.5% pts

FCF margin

-0.6%-0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.95B$15.95B$15.70B$16.92B$15.40B
Net Income$-39.1M$-39.1M$-456.0M$-82.6M$343.7M
EBITDA$389.4M$389.4M$-84.8M$313.8M$903.6M
EPS-2.80-2.80-32.96-6.0625.18
Gross Margin60.2%60.2%58.6%57.4%56.7%
Operating Margin0.1%0.1%-2.9%0.0%4.3%
Net Margin-0.2%-0.2%-2.9%-0.5%2.2%
Balance Sheet
Current Ratio1.401.40———
Cash Flow
Free Cash Flow$-100.4M$-100.4M$41.1M$-514.1M$20.4M
Returns
ROE-1.0%-1.0%-11.1%-1.8%7.5%
Valuation
P/E————22.20
EV/EBITDA8.678.67—17.345.46
P/B1.241.241.281.641.65
Growth & Yield
Revenue Growth1.6%1.6%-7.2%9.9%—
EPS Growth91.5%91.5%-443.9%-124.1%—
Dividend Yield0.5%0.5%———

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 +4.0%

Total return

+4.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-32.96 → -2.80

Residual

+3.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term+3.5%

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.