StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
3461.T$561.00-0.18%
Fair $561.00+0.0%

3461.T

Palma Co., Ltd.

Industrials / Specialty Business ServicesTokyo

$561.00

-1.00 (-0.18%)

Fairly Valued+0.0%Fair Value $561.00Fund rank 24/100 · Data gapFallback financials|
SA 41/C
F-Score: 4/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-197.6M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

41/100

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 3461.TLocal privado en este navegador · Palma 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

$3.8B

P/E

24.9x

↑

EV/EBITDA

11.5x

↑

ROE

5.1%

↓

Gross Margin

43.9%

↑

Debt/Equity

0.37

↑
52-Week Range$561
$495$650

TradingView lightweight chart

3461.T price, volumen y niveles de valoración

Último $567.00Periodo +7.1%
Fair value: $561.00

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

-5.9%

FCF CAGR

—

FCF margin

-18.8%

FCF / Net income

-3.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.31B · net income $122.5M · FCF $-433.9M

2022-FY → 2025-FY

Gross margin

43.9%+18.1% pts

Operating margin

6.4%+6.1% pts

Net margin

5.3%+4.2% pts

FCF margin

-18.8%-51.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.31B$2.31B$2.81B$2.35B$2.78B
Net Income$122.5M$122.5M$80.8M$111.9M$29.5M
EBITDA$214.3M$214.3M$152.0M$198.8M$64.5M
EPS18.1018.1011.9516.544.37
Gross Margin43.9%43.9%31.9%37.0%25.8%
Operating Margin6.4%6.4%4.4%7.1%0.3%
Net Margin5.3%5.3%2.9%4.8%1.1%
Balance Sheet
Debt/Equity0.370.370.310.440.51
Current Ratio3.403.40———
Cash Flow
Free Cash Flow$-433.9M$-433.9M$82.9M$-197.6M$895.5M
Returns
ROE5.1%5.1%3.5%4.9%1.3%
Valuation
P/E24.8624.8631.3818.5079.86
EV/EBITDA11.4611.465.061.887.17
P/B1.571.571.080.901.08
Growth & Yield
Revenue Growth-17.7%-17.7%19.4%-15.3%—
EPS Growth51.5%51.5%-27.8%278.5%—
Dividend Yield2.3%2.3%———

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

40.1%

muy exigente

EPS terminal req.

$49.78

Spread vs growth

11.4%

5Y implied EPS CAGR

27.2%

muy exigente

EPS terminal req.

$60.23

Spread vs growth

24.3%

10Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$97.01

Spread vs growth

33.2%

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 +8.1%

Total return

+8.1%

Start / end P/E

44.9x → 31.3x

EPS bridge

11.95 → 18.10

Residual

-15.5%

EPS growth+51.5%
Multiple rerating-30.2%
Dividend+2.3%
Residual / FX / buybacks / cross-term-15.5%

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.