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3634.T$577.00-3.03%
Fair $577.00+0.0%

3634.T

Sockets Inc.

Technology / Information Technology ServicesTokyo

$577.00

-18.00 (-3.03%)

Fairly Valued+0.0%Fair Value $577.00Fund rank 25/100 · Data gapFallback financials|
SA 8/F
F-Score: 1/9
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 $-55.6M · quality 42.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

8/100

F

Piotroski

1/9

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. ROE is -25.2%, below the 5% threshold
Thesis & Journal · 3634.TLocal privado en este navegador · Sockets 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

$1.4B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-25.2%

↓

Gross Margin

45.8%

↑

Debt/Equity

N/A

•
52-Week Range$577
$536$1101

TradingView lightweight chart

3634.T price, volumen y niveles de valoración

Último $577.00Periodo -83.5%
Fair value: $577.00

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

+6.0%

FCF CAGR

—

FCF margin

-15.6%

FCF / Net income

1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.04B · net income $-139.1M · FCF $-161.9M

2022-FY → 2025-FY

Gross margin

45.8%-3.0% pts

Operating margin

-7.4%+4.3% pts

Net margin

-13.4%+3.8% pts

FCF margin

-15.6%-12.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.04B$1.04B$1.02B$994.6M$873.2M
Net Income$-139.1M$-139.1M$-100.3M$-26.9M$-150.2M
EBITDA$-76.6M$-76.6M$-79.1M$-27.8M$-83.2M
EPS-56.73-56.73-40.88-10.96-61.25
Gross Margin45.8%45.8%46.0%50.9%48.7%
Operating Margin-7.4%-7.4%-7.8%-3.0%-11.7%
Net Margin-13.4%-13.4%-9.8%-2.7%-17.2%
Balance Sheet
Current Ratio1.771.77———
Cash Flow
Free Cash Flow$-161.9M$-161.9M$-15.7M$-55.6M$-23.9M
Returns
ROE-25.2%-25.2%-14.2%-3.3%-17.6%
Valuation
P/B2.562.563.633.142.48
Growth & Yield
Revenue Growth2.1%2.1%2.4%13.9%—
EPS Growth-38.8%-38.8%-273.0%82.1%—
Dividend Yield1.0%1.0%———

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 +0.7%

Total return

+0.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-40.88 → -56.73

Residual

-0.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.0%
Residual / FX / buybacks / cross-term-0.3%

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.