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3844.T$1342.00+0.07%
Fair $1342.00+0.0%

3844.T

Comture Corporation

Technology / Information Technology ServicesTokyo

$1342.00

+1.00 (+0.07%)

Fairly Valued+0.0%Fair Value $1342.00Fund rank 36/100 · Data gapFallback financials|
SA 49/C
F-Score: 5/9
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.3B · quality 71.7/100

Data gap 36/100
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

49/100

C

Piotroski

5/9

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 · 3844.TLocal privado en este navegador · Comture 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

$42.8B

P/E

13.0x

↓

EV/EBITDA

5.9x

↓

ROE

17.1%

↑

Gross Margin

22.7%

↓

Debt/Equity

0.01

↓
52-Week Range$1342
$1268$1826

TradingView lightweight chart

3844.T price, volumen y niveles de valoración

Último $1,342Periodo +3116.5%
Fair value: $1,342

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

+13.3%

FCF CAGR

-19.6%

FCF margin

6.3%

FCF / Net income

0.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $36.34B · net income $3.16B · FCF $2.29B

2022-FY → 2025-FY

Gross margin

22.7%-1.7% pts

Operating margin

12.7%-3.3% pts

Net margin

8.7%-1.4% pts

FCF margin

6.3%-11.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$36.34B$36.34B$34.19B$29.06B$24.98B
Net Income$3.16B$3.16B$3.13B$2.69B$2.52B
EBITDA$5.09B$5.09B$5.05B$4.22B$4.10B
EPS99.1299.1298.3584.5678.97
Gross Margin22.7%22.7%23.0%23.0%24.4%
Operating Margin12.7%12.7%13.5%14.0%16.0%
Net Margin8.7%8.7%9.2%9.3%10.1%
Balance Sheet
Debt/Equity0.010.010.010.050.01
Current Ratio3.023.02———
Cash Flow
Free Cash Flow$2.29B$2.29B$3.18B$1.83B$4.39B
Returns
ROE17.1%17.1%18.7%17.9%18.2%
Valuation
P/E13.0313.0319.1123.8239.07
EV/EBITDA5.915.919.4912.9521.26
P/B2.322.323.564.257.12
Growth & Yield
Revenue Growth6.3%6.3%17.7%16.3%—
EPS Growth0.8%0.8%16.3%7.1%—
Dividend Yield3.9%3.9%———

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

6.3%

razonable

EPS terminal req.

$119.08

Spread vs growth

-5.5%

5Y implied EPS CAGR

7.8%

razonable

EPS terminal req.

$144.09

Spread vs growth

-7.0%

10Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$232.05

Spread vs growth

-8.1%

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 -16.4%

Total return

-16.4%

Start / end P/E

17.1x → 13.5x

EPS bridge

98.35 → 99.12

Residual

-0.2%

EPS growth+0.8%
Multiple rerating-20.9%
Dividend+3.9%
Residual / FX / buybacks / cross-term-0.2%

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.