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3426.T$1309.00-0.46%
Fair $1309.00+0.0%

3426.T

Atom Livin Tech Co., Ltd.

Industrials / Building Products & EquipmentTokyo

$1309.00

-6.00 (-0.46%)

Fairly Valued+0.0%Fair Value $1309.00Fund rank 31/100 · Data gapFallback financials|
SA 35/D
F-Score: 3/9
Margin CompressionLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $356.4M · quality 57.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

35/100

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 2.5%, below the 5% threshold
Thesis & Journal · 3426.TLocal privado en este navegador · Atom Livin Tech 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

$5.2B

P/E

13.8x

↓

EV/EBITDA

6.2x

↓

ROE

2.5%

↓

Gross Margin

24.9%

↓

Debt/Equity

N/A

•
52-Week Range$1309
$1281$1598

TradingView lightweight chart

3426.T price, volumen y niveles de valoración

Último $1,309Periodo +197.5%
Fair value: $1,309

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+1.8%

FCF CAGR

-18.7%

FCF margin

3.5%

FCF / Net income

1.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.16B · net income $254.7M · FCF $356.4M

2021-FY → 2024-FY

Gross margin

24.9%-3.5% pts

Operating margin

3.3%-3.3% pts

Net margin

2.5%-2.1% pts

FCF margin

3.5%-3.4% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$10.16B$10.16B$10.42B$9.99B$9.63B
Net Income$254.7M$254.7M$346.9M$412.1M$441.2M
EBITDA$518.0M$518.0M$563.9M$773.8M$811.0M
EPS63.8463.8486.94103.30110.57
Gross Margin24.9%24.9%25.2%27.6%28.4%
Operating Margin3.3%3.3%3.6%5.8%6.6%
Net Margin2.5%2.5%3.3%4.1%4.6%
Balance Sheet
Current Ratio7.057.05———
Cash Flow
Free Cash Flow$356.4M$356.4M$140.2M$399.9M$663.4M
Returns
ROE2.5%2.5%3.5%4.2%4.6%
Valuation
P/E13.8113.8113.6614.5213.57
EV/EBITDA6.196.195.744.774.26
P/B0.510.510.470.610.63
Growth & Yield
Revenue Growth-2.4%-2.4%4.3%3.8%—
EPS Growth-26.6%-26.6%-15.8%-6.6%—
Dividend Yield2.4%2.4%———

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

22.1%

exigente

EPS terminal req.

$116.15

Spread vs growth

-48.7%

5Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$140.54

Spread vs growth

-43.7%

10Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$226.35

Spread vs growth

-40.1%

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 -10.6%

Total return

-10.6%

Start / end P/E

17.3x → 20.5x

EPS bridge

86.94 → 63.84

Residual

-4.9%

EPS growth-26.6%
Multiple rerating+18.5%
Dividend+2.4%
Residual / FX / buybacks / cross-term-4.9%

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.