StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
3826.T$443.00-1.56%
Fair $443.00+0.0%

3826.T

System Integrator Corp.

Technology / Software - ApplicationTokyo

$443.00

-7.00 (-1.56%)

Fairly Valued+0.0%Fair Value $443.00Fund rank 23/100 · Data gapFallback financials|
SA 31/D
F-Score: 1/9
Margin Compression

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 15%

FCF escenarios

weak_data · normalized FCF $148.4M · quality 32.7/100

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

31/100

D

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 3826.TLocal privado en este navegador · System Integrator Corp.
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

$4.8B

P/E

10.5x

↓

EV/EBITDA

4.4x

↓

ROE

14.2%

↑

Gross Margin

32.5%

↑

Debt/Equity

N/A

•
52-Week Range$443
$374$542

TradingView lightweight chart

3826.T price, volumen y niveles de valoración

Último $443.00Periodo -65.9%
Fair value: $443.00

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

-0.3%

FCF CAGR

—

FCF margin

-12.0%

FCF / Net income

-0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.77B · net income $583.4M · FCF $-570.6M

2022-FY → 2025-FY

Gross margin

32.5%-2.5% pts

Operating margin

5.7%-6.5% pts

Net margin

12.2%+4.1% pts

FCF margin

-12.0%-17.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.77B$4.77B$4.84B$4.49B$4.82B
Net Income$583.4M$583.4M$944.5M$280.1M$391.0M
EBITDA$421.2M$421.2M$517.0M$634.8M$790.4M
EPS——86.5125.6235.50
Gross Margin32.5%32.5%33.7%35.1%35.0%
Operating Margin5.7%5.7%6.8%9.1%12.2%
Net Margin12.2%12.2%19.5%6.2%8.1%
Balance Sheet
Current Ratio4.164.16———
Cash Flow
Free Cash Flow$-570.6M$-570.6M$148.4M$540.9M$260.5M
Returns
ROE14.2%14.2%25.8%9.8%14.4%
Valuation
P/E10.5510.554.6716.6714.99
EV/EBITDA4.434.432.754.265.35
P/B1.181.181.201.632.16
Growth & Yield
Revenue Growth-1.4%-1.4%7.8%-6.9%—
EPS Growth——237.7%-27.8%—
Dividend Yield2.5%2.5%———

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 +20.3%

Total return

+20.3%

Start / end P/E

n/dx → n/dx

EPS bridge

86.51 → n/d

Residual

+17.8%

EPS growthn/d
Multiple reratingn/d
Dividend+2.5%
Residual / FX / buybacks / cross-term+17.8%

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.