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3727.T$140.00-0.71%
Fair $140.00+0.0%

3727.T

Aplix Corporation

Technology / Software - ApplicationTokyo

$140.00

-1.00 (-0.71%)

Fairly Valued+0.0%Fair Value $140.00Fund rank 37/100 · Data gapFallback financials|
SA 29/D
F-Score: 4/9
Declining RevenueLow 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $196.8M · quality 78.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

29/100

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is -5.9%, below the 5% threshold
Thesis & Journal · 3727.TLocal privado en este navegador · Aplix Corporation
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

$6.1B

P/E

N/A

•

EV/EBITDA

28.0x

↑

ROE

-5.9%

↓

Gross Margin

33.6%

↑

Debt/Equity

0.19

↓
52-Week Range$140
$137$282

TradingView lightweight chart

3727.T price, volumen y niveles de valoración

Último $140.00Periodo -94.5%
Fair value: $140.00

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

-6.3%

FCF CAGR

-7.6%

FCF margin

6.8%

FCF / Net income

-1.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.87B · net income $-137.4M · FCF $196.8M

2022-FY → 2025-FY

Gross margin

33.6%+12.3% pts

Operating margin

-2.3%-4.8% pts

Net margin

-4.8%-10.1% pts

FCF margin

6.8%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.87B$2.87B$3.71B$3.76B$3.50B
Net Income$-137.4M$-137.4M$157.1M$336.0M$185.7M
EBITDA$76.7M$76.7M$346.4M$379.5M$159.0M
EPS-6.31-6.317.1715.118.39
Gross Margin33.6%33.6%28.7%22.8%21.2%
Operating Margin-2.3%-2.3%5.9%8.5%2.6%
Net Margin-4.8%-4.8%4.2%8.9%5.3%
Balance Sheet
Debt/Equity0.190.190.210.060.08
Current Ratio2.522.52———
Cash Flow
Free Cash Flow$196.8M$196.8M$176.1M$431.9M$249.8M
Returns
ROE-5.9%-5.9%6.1%13.2%8.4%
Valuation
P/E——20.0812.5115.61
EV/EBITDA28.0028.006.886.7110.03
P/B1.301.301.221.651.32
Growth & Yield
Revenue Growth-22.5%-22.5%-1.4%7.6%—
EPS Growth-188.0%-188.0%-52.5%80.1%—
Dividend Yield1.4%1.4%———

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 -9.4%

Total return

-9.4%

Start / end P/E

n/dx → n/dx

EPS bridge

7.17 → -6.31

Residual

-10.8%

EPS growthn/d
Multiple reratingn/d
Dividend+1.4%
Residual / FX / buybacks / cross-term-10.8%

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.