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3445.T$7070.00-1.67%
Fair $7070.00+0.0%

3445.T

RS Technologies Co., Ltd.

Technology / SemiconductorsTokyo

$7070.00

-120.00 (-1.67%)

Fairly Valued+0.0%Fair Value $7070.00Fund rank 37/100 · Data gapFallback financials|
SA 76/B
F-Score: 4/9
Margin Compression

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.2B · quality 74.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

76/100

B

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 3445.TLocal privado en este navegador · RS Technologies 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

$188.0B

P/E

20.2x

↓

EV/EBITDA

5.1x

↓

ROE

11.6%

↑

Gross Margin

30.7%

↓

Debt/Equity

0.29

↑
52-Week Range$7070
$2717$7700

TradingView lightweight chart

3445.T price, volumen y niveles de valoración

Último $7,070Periodo +1073.4%
Fair value: $7,070

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

+15.4%

FCF CAGR

-10.3%

FCF margin

9.3%

FCF / Net income

0.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $76.71B · net income $9.30B · FCF $7.17B

2022-FY → 2025-FY

Gross margin

30.7%-6.2% pts

Operating margin

18.6%-7.5% pts

Net margin

12.1%-3.4% pts

FCF margin

9.3%-10.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$76.71B$76.71B$59.20B$51.89B$49.86B
Net Income$9.30B$9.30B$9.45B$7.70B$7.74B
EBITDA$22.61B$22.61B$21.45B$18.94B$18.77B
EPS350.03350.03356.23292.76292.75
Gross Margin30.7%30.7%32.7%33.6%37.0%
Operating Margin18.6%18.6%22.1%22.9%26.1%
Net Margin12.1%12.1%16.0%14.8%15.5%
Balance Sheet
Debt/Equity0.290.290.180.120.20
Current Ratio4.674.67———
Cash Flow
Free Cash Flow$7.17B$7.17B$4.20B$8.36B$9.94B
Returns
ROE11.6%11.6%13.8%13.7%16.4%
Valuation
P/E20.1920.199.7110.0812.19
EV/EBITDA5.065.060.880.721.91
P/B2.342.341.341.382.00
Growth & Yield
Revenue Growth29.6%29.6%14.1%4.1%—
EPS Growth-1.7%-1.7%21.7%0.0%—
Dividend Yield0.8%0.8%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

21.5%

exigente

EPS terminal req.

$627.34

Spread vs growth

-23.2%

5Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$759.09

Spread vs growth

-18.5%

10Y implied EPS CAGR

13.3%

razonable

EPS terminal req.

$1222.52

Spread vs growth

-15.1%

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 +156.5%

Total return

+156.5%

Start / end P/E

7.8x → 20.2x

EPS bridge

356.23 → 350.03

Residual

-2.8%

EPS growth-1.7%
Multiple rerating+160.2%
Dividend+0.8%
Residual / FX / buybacks / cross-term-2.8%

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.