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340A.T$362.00-2.43%
Fair $362.00+0.0%

340A.T

340A.T

Industrials / Specialty Business ServicesTokyo

$362.00

-9.00 (-2.43%)

Fairly Valued+0.0%Fair Value $362.00Fund rank 31/100 · Data gapFallback financials|
SA 48/C
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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $187.2M · quality 53.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

48/100

C

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 · 340A.TLocal privado en este navegador · 340A.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

$2.8B

P/E

12.8x

↓

EV/EBITDA

3.8x

↓

ROE

22.0%

↑

Gross Margin

67.9%

↑

Debt/Equity

0.02

↓
52-Week Range$362
$342$931

TradingView lightweight chart

340A.T price, volumen y niveles de valoración

Último $362.00Periodo -47.8%
Fair value: $362.00

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

+32.7%

FCF CAGR

—

FCF margin

13.3%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.41B · net income $245.7M · FCF $187.2M

2023-FY → 2025-FY

Gross margin

67.9%+4.2% pts

Operating margin

22.9%+18.2% pts

Net margin

17.4%+11.4% pts

FCF margin

13.3%+16.0% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$1.41B$1.41B$1.11B$802.0M
Net Income$245.7M$245.7M$163.4M$47.9M
EBITDA$312.5M$312.5M$179.3M$33.8M
EPS35.6035.6023.676.94
Gross Margin67.9%67.9%67.8%63.7%
Operating Margin22.9%22.9%20.0%4.6%
Net Margin17.4%17.4%14.8%6.0%
Balance Sheet
Debt/Equity0.020.020.170.72
Current Ratio2.162.16——
Cash Flow
Free Cash Flow$187.2M$187.2M$455.3M$-21.7M
Returns
ROE22.0%22.0%64.9%54.2%
Valuation
P/E12.8412.84——
EV/EBITDA3.773.77——
P/B2.352.35——
Growth & Yield
Revenue Growth27.7%27.7%37.9%—
EPS Growth50.4%50.4%241.3%—

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

-3.4%

fácil

EPS terminal req.

$32.12

Spread vs growth

53.8%

5Y implied EPS CAGR

1.8%

fácil

EPS terminal req.

$38.87

Spread vs growth

48.6%

10Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$62.60

Spread vs growth

44.6%

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 -50.2%

Total return

-50.2%

Start / end P/E

30.7x → 10.2x

EPS bridge

23.67 → 35.60

Residual

-33.7%

EPS growth+50.4%
Multiple rerating-66.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-33.7%

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.