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373A.T$1536.00-0.19%
Fair $1536.00+0.0%

373A.T

373A.T

Consumer Cyclical / Specialty RetailTokyo

$1536.00

-3.00 (-0.19%)

Fairly Valued+0.0%Fair Value $1536.00Fund rank 28/100 · Data gapFallback financials|
SA 33/D
F-Score: 5/9

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 32% · confianza 21%

FCF escenarios

weak_data · normalized FCF $559.2M · quality 41.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

33/100

D

Piotroski

5/9

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 · 373A.TLocal privado en este navegador · 373A.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

$4.0B

P/E

7.6x

↓

EV/EBITDA

1.6x

↓

ROE

18.0%

↑

Gross Margin

58.0%

↑

Debt/Equity

N/A

•
52-Week Range$1536
$1510$4685

TradingView lightweight chart

373A.T price, volumen y niveles de valoración

Último $1,536Periodo -46.0%
Fair value: $1,536

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

+19.1%

FCF CAGR

+8.9%

FCF margin

15.0%

FCF / Net income

1.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.41B · net income $652.3M · FCF $663.1M

2023-FY → 2025-FY

Gross margin

58.0%-4.8% pts

Operating margin

21.5%-3.2% pts

Net margin

14.8%-2.6% pts

FCF margin

15.0%-3.0% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$4.41B$4.41B$3.76B$3.11B
Net Income$652.3M$652.3M$423.7M$539.1M
EBITDA$980.0M$980.0M$772.5M$783.2M
EPS238.02238.02169.48211.41
Gross Margin58.0%58.0%59.2%62.8%
Operating Margin21.5%21.5%19.2%24.7%
Net Margin14.8%14.8%11.3%17.4%
Balance Sheet
Current Ratio9.639.63——
Cash Flow
Free Cash Flow$663.1M$663.1M$-136.8M$559.2M
Returns
ROE18.0%18.0%15.0%22.5%
Valuation
P/E7.637.63——
EV/EBITDA1.591.59——
P/B1.161.16——
Growth & Yield
Revenue Growth17.2%17.2%21.1%—
EPS Growth40.4%40.4%-19.8%—

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

-17.0%

fácil

EPS terminal req.

$136.29

Spread vs growth

57.4%

5Y implied EPS CAGR

-7.1%

fácil

EPS terminal req.

$164.92

Spread vs growth

47.5%

10Y implied EPS CAGR

1.1%

fácil

EPS terminal req.

$265.60

Spread vs growth

39.3%

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 · available periodreconcilia total -46.0%

Total return

-46.0%

Start / end P/E

16.8x → 6.5x

EPS bridge

169.48 → 238.02

Residual

-24.9%

EPS growth+40.4%
Multiple rerating-61.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-24.9%

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.