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285A.T$72500.00+10.10%
Fair $72500.00+0.0%

285A.T

285A.T

Technology / SemiconductorsTokyo

$72500.00

+6650.00 (+10.10%)

Fairly Valued+0.0%Fair Value $72500.00Fund rank 32/100 · Data gapFallback financials|
SA 47/C
F-Score: 8/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $70.4B · quality 63.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

47/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

8/100

SEC 0%

Latest source: unknownPeriods: 2Warnings: 0unknown: 2
No SEC-backed annual rows; valuation uses fallback financial data. Limited financial history; valuation confidence should be treated as provisional. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 285A.TLocal privado en este navegador · 285A.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

$39.59T

P/E

72.0x

↑

EV/EBITDA

50.4x

↑

ROE

23.3%

↑

Gross Margin

33.4%

↑

Debt/Equity

0.38

↑
52-Week Range$72500
$1950$73150

TradingView lightweight chart

285A.T price, volumen y niveles de valoración

Último $72,500Periodo +4428.4%
Fair value: $72,500

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2024–2025 · 1 años de histórico normalizado

Revenue CAGR

+58.5%

FCF CAGR

—

FCF margin

14.7%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.71T · net income $272.31B · FCF $250.81B

2024-FY → 2025-FY

Gross margin

33.4%+45.4% pts

Operating margin

26.5%+49.9% pts

Net margin

16.0%+38.6% pts

FCF margin

14.7%+24.9% pts
MetricTTM
2025
2024
Income Statement
Revenue$1706.46B$1706.46B$1076.58B
Net Income$272.31B$272.31B$-243.73B
EBITDA$768.30B$768.30B$95.48B
EPS515.45515.45-470.97
Gross Margin33.4%33.4%-12.0%
Operating Margin26.5%26.5%-23.5%
Net Margin16.0%16.0%-22.6%
Balance Sheet
Debt/Equity0.380.380.61
Current Ratio1.471.47—
Cash Flow
Free Cash Flow$250.81B$250.81B$-109.99B
Returns
ROE23.3%23.3%-21.1%
Valuation
P/E71.9671.96—
EV/EBITDA50.4250.42—
P/B32.7332.73—
Growth & Yield
Revenue Growth58.5%58.5%—
EPS Growth209.4%209.4%—

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

132.0%

muy exigente

EPS terminal req.

$6433.17

Spread vs growth

77.5%

5Y implied EPS CAGR

72.1%

muy exigente

EPS terminal req.

$7784.13

Spread vs growth

137.3%

10Y implied EPS CAGR

37.6%

muy exigente

EPS terminal req.

$12536.42

Spread vs growth

171.9%

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 +3216.6%

Total return

+3216.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-470.97 → 515.45

Residual

+3216.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+3216.6%

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.