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3627.T$275.00-2.45%
Fair $275.00+0.0%

3627.T

Tecmira Holdings Inc.

Technology / Software - InfrastructureTokyo

$275.00

-7.00 (-2.45%)

Fairly Valued+0.0%Fair Value $275.00Fund rank 23/100 · Data gapFallback financials|
SA 36/D
F-Score: 4/9
Low 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-631.4M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

36/100

D

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is -2.3%, below the 5% threshold
Thesis & Journal · 3627.TLocal privado en este navegador · Tecmira Holdings Inc.
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

$3.3B

P/E

N/A

•

EV/EBITDA

4.5x

↓

ROE

-2.3%

↓

Gross Margin

33.9%

↑

Debt/Equity

0.45

↑
52-Week Range$275
$243$341

TradingView lightweight chart

3627.T price, volumen y niveles de valoración

Último $279.00Periodo -87.0%
Fair value: $275.00

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

+5.3%

FCF CAGR

+17.9%

FCF margin

7.0%

FCF / Net income

-5.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.17B · net income $-140.5M · FCF $780.5M

2022-FY → 2025-FY

Gross margin

33.9%-1.3% pts

Operating margin

0.8%-4.6% pts

Net margin

-1.3%-5.0% pts

FCF margin

7.0%+2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.17B$11.17B$8.74B$8.66B$9.55B
Net Income$-140.5M$-140.5M$73.9M$262.9M$353.5M
EBITDA$683.2M$683.2M$354.4M$580.9M$1.11B
EPS——6.1721.8128.28
Gross Margin33.9%33.9%32.9%35.7%35.2%
Operating Margin0.8%0.8%-1.4%2.1%5.4%
Net Margin-1.3%-1.3%0.8%3.0%3.7%
Balance Sheet
Debt/Equity0.450.450.380.210.30
Current Ratio2.372.37———
Cash Flow
Free Cash Flow$780.5M$780.5M$-631.4M$-1.18B$476.2M
Returns
ROE-2.3%-2.3%1.2%4.7%6.3%
Valuation
P/E——91.4115.5914.39
EV/EBITDA4.514.5118.333.976.09
P/B0.540.541.070.730.91
Growth & Yield
Revenue Growth27.8%27.8%0.9%-9.3%—
EPS Growth——-71.7%-22.9%—
Dividend Yield2.1%2.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -4.9%

Total return

-4.9%

Start / end P/E

n/dx → n/dx

EPS bridge

6.17 → n/d

Residual

-7.0%

EPS growthn/d
Multiple reratingn/d
Dividend+2.1%
Residual / FX / buybacks / cross-term-7.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.