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298A.T$286.00-1.72%
Fair $286.00+0.0%

298A.T

298A.T

Technology / Information Technology ServicesTokyo

$286.00

-5.00 (-1.72%)

Fairly Valued+0.0%Fair Value $286.00Fund rank 26/100 · Data gapFallback financials|
SA 11/F
F-Score: 3/9
High DebtLow 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 $-477.7M · quality 53.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

11/100

F

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: 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. Debt-to-Equity ratio is 2.48, above the 2.0 threshold ROE is -1.1%, below the 5% threshold
Thesis & Journal · 298A.TLocal privado en este navegador · 298A.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

$1.3B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-107.1%

↓

Gross Margin

61.6%

↑

Debt/Equity

2.48

↑
52-Week Range$286
$279$930

TradingView lightweight chart

298A.T price, volumen y niveles de valoración

Último $286.00Periodo -56.0%
Fair value: $286.00

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

+52.5%

FCF CAGR

—

FCF margin

-30.5%

FCF / Net income

1.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.48B · net income $-315.6M · FCF $-452.1M

2022-FY → 2025-FY

Gross margin

61.6%-8.3% pts

Operating margin

-20.4%+49.3% pts

Net margin

-21.3%+49.7% pts

FCF margin

-30.5%+62.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.48B$1.48B$1.17B$728.2M$418.6M
Net Income$-315.6M$-315.6M$-532.4M$-431.5M$-297.1M
EBITDA$-83.8M$-83.8M$-386.2M$-344.7M$-252.1M
EPS——-144.61-137.69-64.31
Gross Margin61.6%61.6%64.7%65.1%69.9%
Operating Margin-20.4%-20.4%-44.9%-57.1%-69.7%
Net Margin-21.3%-21.3%-45.7%-59.3%-71.0%
Balance Sheet
Debt/Equity2.482.480.551.37-5.30
Current Ratio0.980.98———
Cash Flow
Free Cash Flow$-452.1M$-452.1M$-678.0M$-477.7M$-390.8M
Returns
ROE-107.1%-107.1%-87.9%-129.4%400.9%
Valuation
P/B4.494.493.74——
Growth & Yield
Revenue Growth27.3%27.3%60.0%74.0%—
EPS Growth——-5.0%-114.1%—

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 -42.2%

Total return

-42.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-144.61 → n/d

Residual

-42.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-42.2%

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.