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304A.T$1770.00+1.09%
Fair $1770.00+0.0%

304A.T

304A.T

Technology / Information Technology ServicesTokyo

$1770.00

+19.00 (+1.09%)

Fairly Valued+0.0%Fair Value $1770.00Fund rank 23/100 · Data gapFallback financials|
SA 25/D
F-Score: 3/9
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 15%

FCF escenarios

weak_data · normalized FCF $58.2M · quality 31.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

25/100

D

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: 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 2.5%, below the 5% threshold
Thesis & Journal · 304A.TLocal privado en este navegador · 304A.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

$2.2B

P/E

44.7x

↑

EV/EBITDA

6.0x

↓

ROE

2.5%

↓

Gross Margin

48.3%

↑

Debt/Equity

N/A

•
52-Week Range$1770
$1680$2749

TradingView lightweight chart

304A.T price, volumen y niveles de valoración

Último $1,770Periodo -59.2%
Fair value: $1,770

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+0.8%

FCF CAGR

—

FCF margin

2.7%

FCF / Net income

1.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.20B · net income $48.7M · FCF $58.2M

2023-FY → 2026-FY

Gross margin

48.3%+0.6% pts

Operating margin

3.3%-1.5% pts

Net margin

2.2%-3.8% pts

FCF margin

2.7%+16.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$2.20B$2.20B$2.31B$1.95B$2.15B
Net Income$48.7M$48.7M$131.7M$99.1M$130.1M
EBITDA$147.7M$147.7M$252.1M$183.6M$156.8M
EPS———99.09130.05
Gross Margin48.3%48.3%53.5%54.1%47.8%
Operating Margin3.3%3.3%9.3%7.1%4.8%
Net Margin2.2%2.2%5.7%5.1%6.1%
Balance Sheet
Current Ratio8.038.03———
Cash Flow
Free Cash Flow$58.2M$58.2M$-83.7M$438.5M$-294.7M
Returns
ROE2.5%2.5%6.8%6.9%9.7%
Valuation
P/E44.7344.73———
EV/EBITDA6.046.044.80——
P/B1.101.101.26——
Growth & Yield
Revenue Growth-4.9%-4.9%18.7%-9.3%—
EPS Growth———-23.8%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -13.9%

Total return

-13.9%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

-13.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.9%

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.