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319A.T$17300.00-4.47%
Fair $17300.00+0.0%

319A.T

319A.T

Financial Services / Asset ManagementTokyo

$17300.00

-810.00 (-4.47%)

Fairly Valued+0.0%Fair Value $17300.00Fund rank 30/100 · Data gapFallback financials|
SA 51/C
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

51/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 319A.TLocal privado en este navegador · 319A.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

$153.0B

P/E

49.0x

↑

EV/EBITDA

33.4x

↑

ROE

33.9%

↑

Gross Margin

28.3%

↓

Debt/Equity

1.78

↑
52-Week Range$17300
$4175$19600

TradingView lightweight chart

319A.T price, volumen y niveles de valoración

Último $17,300Periodo +440.6%
Fair value: $17,300

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

+30.0%

FCF CAGR

-23.3%

FCF margin

1.0%

FCF / Net income

0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.96B · net income $3.09B · FCF $147.0M

2022-FY → 2025-FY

Gross margin

28.3%+5.8% pts

Operating margin

9.6%+2.8% pts

Net margin

20.7%+18.5% pts

FCF margin

1.0%-3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.96B$14.96B$11.05B$9.33B$6.80B
Net Income$3.09B$3.09B$901.0M$1.61B$148.0M
EBITDA$4.78B$4.78B$2.16B$2.63B$662.0M
EPS101.85101.85114.30186.9517.15
Gross Margin28.3%28.3%28.4%25.7%22.5%
Operating Margin9.6%9.6%13.7%9.4%6.8%
Net Margin20.7%20.7%8.2%17.3%2.2%
Balance Sheet
Debt/Equity1.781.782.273.074.90
Current Ratio1.841.84———
Cash Flow
Free Cash Flow$147.0M$147.0M$1.89B$1.19B$326.0M
Returns
ROE33.9%33.9%23.1%53.5%11.2%
Valuation
P/E48.9948.99———
EV/EBITDA33.3833.38———
P/B16.8016.80———
Growth & Yield
Revenue Growth35.4%35.4%18.5%37.1%—
EPS Growth-10.9%-10.9%-38.9%989.9%—

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

147.0%

muy exigente

EPS terminal req.

$1535.09

Spread vs growth

-157.9%

5Y implied EPS CAGR

78.7%

muy exigente

EPS terminal req.

$1857.45

Spread vs growth

-89.6%

10Y implied EPS CAGR

40.2%

muy exigente

EPS terminal req.

$2991.45

Spread vs growth

-51.1%

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 +204.6%

Total return

+204.6%

Start / end P/E

49.7x → 169.9x

EPS bridge

114.30 → 101.85

Residual

-26.3%

EPS growth-10.9%
Multiple rerating+241.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-26.3%

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.