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350A.T$819.00-3.42%
Fair $819.00+0.0%

350A.T

350A.T

Utilities / Utilities - RenewableTokyo

$819.00

-29.00 (-3.42%)

Fairly Valued+0.0%Fair Value $819.00Fund rank 27/100 · Data gapFallback financials|
SA 41/C
F-Score: 6/9

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 18%

FCF escenarios

weak_data · normalized FCF $115.1M · quality 46.0/100

Data gap 27/100
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

41/100

C

Piotroski

6/9

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 · 350A.TLocal privado en este navegador · 350A.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

$33.1B

P/E

17.4x

↑

EV/EBITDA

10.0x

↑

ROE

22.6%

↑

Gross Margin

74.4%

↑

Debt/Equity

0.19

↓
52-Week Range$819
$697$2063

TradingView lightweight chart

350A.T price, volumen y niveles de valoración

Último $819.00Periodo -18.6%
Fair value: $819.00

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

+90.8%

FCF CAGR

+28.7%

FCF margin

3.1%

FCF / Net income

0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.15B · net income $1.87B · FCF $190.5M

2023-FY → 2025-FY

Gross margin

74.4%-1.7% pts

Operating margin

44.6%+18.7% pts

Net margin

30.4%-8.5% pts

FCF margin

3.1%-3.7% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$6.15B$6.15B$3.52B$1.69B
Net Income$1.87B$1.87B$972.4M$657.0M
EBITDA$2.66B$2.66B$1.30B$460.7M
EPS51.4651.4626.21106.26
Gross Margin74.4%74.4%77.0%76.1%
Operating Margin44.6%44.6%44.0%25.9%
Net Margin30.4%30.4%27.7%38.9%
Balance Sheet
Debt/Equity0.190.190.760.31
Cash Flow
Free Cash Flow$190.5M$190.5M$-1.34B$115.1M
Returns
ROE22.6%22.6%23.0%20.2%
Valuation
P/E17.4017.40——
EV/EBITDA10.0310.03——
P/B3.603.60——
Growth & Yield
Revenue Growth75.1%75.1%107.8%—
EPS Growth96.3%96.3%-75.3%—

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

12.2%

razonable

EPS terminal req.

$72.67

Spread vs growth

84.1%

5Y implied EPS CAGR

11.3%

razonable

EPS terminal req.

$87.93

Spread vs growth

85.0%

10Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$141.62

Spread vs growth

85.7%

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 -23.2%

Total return

-23.2%

Start / end P/E

40.7x → 15.9x

EPS bridge

26.21 → 51.46

Residual

-58.6%

EPS growth+96.3%
Multiple rerating-60.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-58.6%

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.