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2489.T$267.00+0.00%
Fair $267.00+0.0%

2489.T

Adways Inc.

Communication Services / Internet Content & InformationTokyo

$267.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $267.00Fund rank 23/100 · Data gapFallback financials|
SA 22/D
F-Score: 4/9
Declining RevenueLow 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 $-370.8M · quality 37.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

22/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 1.9%, below the 5% threshold
Thesis & Journal · 2489.TLocal privado en este navegador · Adways 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

$10.4B

P/E

41.3x

↑

EV/EBITDA

1.1x

↓

ROE

1.9%

↓

Gross Margin

82.6%

↑

Debt/Equity

N/A

•
52-Week Range$267
$253$370

TradingView lightweight chart

2489.T price, volumen y niveles de valoración

Último $267.00Periodo -53.3%
Fair value: $267.00

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

-3.1%

FCF CAGR

—

FCF margin

-4.5%

FCF / Net income

-2.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.22B · net income $252.9M · FCF $-554.5M

2022-FY → 2025-FY

Gross margin

82.6%+2.1% pts

Operating margin

2.4%-10.0% pts

Net margin

2.1%-16.8% pts

FCF margin

-4.5%-4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.22B$12.22B$12.68B$13.52B$13.42B
Net Income$252.9M$252.9M$-473.5M$966.1M$2.54B
EBITDA$450.0M$450.0M$402.5M$1.15B$1.92B
EPS6.476.47-12.1125.0763.43
Gross Margin82.6%82.6%81.6%81.0%80.6%
Operating Margin2.4%2.4%1.3%6.8%12.5%
Net Margin2.1%2.1%-3.7%7.1%18.9%
Balance Sheet
Current Ratio2.122.12———
Cash Flow
Free Cash Flow$-554.5M$-554.5M$-370.8M$-66.7M$-44.7M
Returns
ROE1.9%1.9%-3.5%6.7%15.8%
Valuation
P/E41.3341.33—19.597.85
EV/EBITDA1.131.133.727.593.68
P/B0.760.760.851.321.24
Growth & Yield
Revenue Growth-3.7%-3.7%-6.2%0.8%—
EPS Growth153.4%153.4%-148.3%-60.5%—
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%

3Y implied EPS CAGR

54.1%

muy exigente

EPS terminal req.

$23.69

Spread vs growth

99.3%

5Y implied EPS CAGR

34.7%

muy exigente

EPS terminal req.

$28.67

Spread vs growth

118.7%

10Y implied EPS CAGR

21.7%

exigente

EPS terminal req.

$46.17

Spread vs growth

131.7%

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 +1.0%

Total return

+1.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-12.11 → 6.47

Residual

-1.5%

EPS growthn/d
Multiple reratingn/d
Dividend+2.5%
Residual / FX / buybacks / cross-term-1.5%

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.