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3326.T$600.00-0.98%
Fair $600.00+0.0%

3326.T

Runsystem Co.,Ltd.

Consumer Cyclical / LeisureTokyo

$600.00

-6.00 (-0.98%)

Fairly Valued+0.0%Fair Value $600.00Fund rank 20/100 · Data gapFallback financials|
SA 18/F
F-Score: 5/9
High Debt

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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-31.3M · quality 19.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

18/100

F

Piotroski

5/9

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. Debt-to-Equity ratio is 11.80, above the 2.0 threshold
Thesis & Journal · 3326.TLocal privado en este navegador · Runsystem Co.,Ltd.
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

$2.6B

P/E

25.0x

↑

EV/EBITDA

13.8x

↑

ROE

19.7%

↑

Gross Margin

19.0%

↓

Debt/Equity

11.80

↑
52-Week Range$600
$546$880

TradingView lightweight chart

3326.T price, volumen y niveles de valoración

Último $604.00Periodo -89.9%
Fair value: $600.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+2.4%

FCF CAGR

—

FCF margin

-0.6%

FCF / Net income

-0.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.41B · net income $43.4M · FCF $-31.3M

2021-FY → 2025-FY

Gross margin

19.0%+15.2% pts

Operating margin

2.3%+15.2% pts

Net margin

0.8%+20.1% pts

FCF margin

-0.6%+11.1% pts
MetricTTM
2025
2024
2022
2021
Income Statement
Revenue$5.41B$5.41B$7.37B$4.35B$4.92B
Net Income$43.4M$43.4M$99.7M$-682.4M$-951.1M
EBITDA$309.9M$309.9M$314.1M$-449.2M$-659.7M
EPS10.2110.2123.46-287.15-485.67
Gross Margin19.0%19.0%13.8%3.2%3.8%
Operating Margin2.3%2.3%1.7%-14.6%-12.9%
Net Margin0.8%0.8%1.4%-15.7%-19.3%
Balance Sheet
Debt/Equity11.8011.8014.7310.3125.19
Current Ratio0.920.92———
Cash Flow
Free Cash Flow$-31.3M$-31.3M$132.3M$-356.5M$-575.4M
Returns
ROE19.7%19.7%56.5%-269.6%-852.7%
Valuation
P/E25.0225.0217.22——
EV/EBITDA13.8213.8210.08——
P/B11.6011.609.736.809.04
Growth & Yield
Revenue Growth-26.6%-26.6%69.5%-11.6%—
EPS Growth-56.5%-56.5%108.2%40.9%—

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

73.4%

muy exigente

EPS terminal req.

$53.24

Spread vs growth

-129.9%

5Y implied EPS CAGR

44.5%

muy exigente

EPS terminal req.

$64.42

Spread vs growth

-101.0%

10Y implied EPS CAGR

26.1%

muy exigente

EPS terminal req.

$103.75

Spread vs growth

-82.6%

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 +8.2%

Total return

+8.2%

Start / end P/E

23.8x → 59.2x

EPS bridge

23.46 → 10.21

Residual

-84.0%

EPS growth-56.5%
Multiple rerating+148.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-84.0%

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.