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303A.T$634.00+0.00%
Fair $634.00+0.0%

303A.T

303A.T

Technology / Software - ApplicationTokyo

$634.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $634.00Fund rank 24/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9

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 33% · confianza 17%

FCF escenarios

weak_data · normalized FCF $12.3M · quality 32.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

39/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 303A.TLocal privado en este navegador · 303A.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

15.3x

↓

EV/EBITDA

4.6x

↓

ROE

9.4%

↑

Gross Margin

67.3%

↑

Debt/Equity

N/A

•
52-Week Range$634
$613$1435

TradingView lightweight chart

303A.T price, volumen y niveles de valoración

Último $634.00Periodo -52.5%
Fair value: $634.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+26.0%

FCF CAGR

—

FCF margin

2.2%

FCF / Net income

0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $829.1M · net income $48.9M · FCF $18.5M

2023-FY → 2025-FY

Gross margin

67.3%-4.5% pts

Operating margin

9.6%+7.0% pts

Net margin

5.9%+4.1% pts

FCF margin

2.2%+5.1% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$829.1M$829.1M$678.9M$522.2M
Net Income$48.9M$48.9M$12.3M$9.6M
EBITDA$137.2M$137.2M$66.0M$55.3M
EPS31.8331.838.226.38
Gross Margin67.3%67.3%67.6%71.7%
Operating Margin9.6%9.6%2.7%2.6%
Net Margin5.9%5.9%1.8%1.8%
Balance Sheet
Current Ratio3.023.02——
Cash Flow
Free Cash Flow$18.5M$18.5M$12.3M$-15.2M
Returns
ROE9.4%9.4%3.3%2.6%
Valuation
P/E15.2915.29——
EV/EBITDA4.574.57——
P/B1.871.87——
Growth & Yield
Revenue Growth22.1%22.1%30.0%—
EPS Growth287.1%287.1%28.8%—

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

20.9%

exigente

EPS terminal req.

$56.26

Spread vs growth

266.2%

5Y implied EPS CAGR

16.4%

exigente

EPS terminal req.

$68.07

Spread vs growth

270.7%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$109.63

Spread vs growth

274.0%

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 -36.5%

Total return

-36.5%

Start / end P/E

121.5x → 19.9x

EPS bridge

8.22 → 31.83

Residual

-240.1%

EPS growth+287.1%
Multiple rerating-83.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-240.1%

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.