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3042.T$294.00-0.34%
Fair $294.00+0.0%

3042.T

SecuAvail Inc.

Technology / Software - InfrastructureTokyo

$294.00

-1.00 (-0.34%)

Fairly Valued+0.0%Fair Value $294.00Fund rank 29/100 · Data gapFallback financials|
SA 40/C
F-Score: 2/9
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 21%

FCF escenarios

weak_data · normalized FCF $-41.3M · quality 57.7/100

Data gap 29/100
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

40/100

C

Piotroski

2/9

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 3.6%, below the 5% threshold
Thesis & Journal · 3042.TLocal privado en este navegador · SecuAvail 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

$2.3B

P/E

21.5x

↓

EV/EBITDA

30.7x

↑

ROE

3.6%

↓

Gross Margin

39.2%

↑

Debt/Equity

0.00

↓
52-Week Range$294
$272$438

TradingView lightweight chart

3042.T price, volumen y niveles de valoración

Último $294.00Periodo -72.7%
Fair value: $294.00

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

+6.3%

FCF CAGR

—

FCF margin

-2.3%

FCF / Net income

-0.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.15B · net income $42.8M · FCF $-27.0M

2022-FY → 2025-FY

Gross margin

39.2%+0.3% pts

Operating margin

3.1%+12.7% pts

Net margin

3.7%+15.4% pts

FCF margin

-2.3%+14.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.15B$1.15B$1.10B$1.03B$957.0M
Net Income$42.8M$42.8M$229.0M$-44.0M$-111.8M
EBITDA$37.5M$37.5M$358.6M$-19.7M$-64.8M
EPS5.575.5729.77-5.73-14.54
Gross Margin39.2%39.2%40.3%40.2%38.9%
Operating Margin3.1%3.1%-3.0%-3.4%-9.7%
Net Margin3.7%3.7%20.8%-4.3%-11.7%
Balance Sheet
Debt/Equity0.000.000.000.01—
Current Ratio5.125.12———
Cash Flow
Free Cash Flow$-27.0M$-27.0M$-41.3M$-48.0M$-156.4M
Returns
ROE3.6%3.6%20.0%-4.2%-10.1%
Valuation
P/E21.4821.4810.58——
EV/EBITDA30.6830.683.42——
P/B1.911.912.121.822.11
Growth & Yield
Revenue Growth4.6%4.6%6.8%7.5%—
EPS Growth-81.3%-81.3%619.5%60.6%—
Dividend Yield2.0%2.0%———

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

67.3%

muy exigente

EPS terminal req.

$26.09

Spread vs growth

-148.6%

5Y implied EPS CAGR

41.5%

muy exigente

EPS terminal req.

$31.57

Spread vs growth

-122.8%

10Y implied EPS CAGR

24.7%

exigente

EPS terminal req.

$50.84

Spread vs growth

-106.0%

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 -2.5%

Total return

-2.5%

Start / end P/E

10.3x → 52.8x

EPS bridge

29.77 → 5.57

Residual

-333.4%

EPS growth-81.3%
Multiple rerating+410.2%
Dividend+2.0%
Residual / FX / buybacks / cross-term-333.4%

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.