StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
3854.T$2610.00+0.62%
Fair $2610.00+0.0%

3854.T

I'LL inc.

Technology / Information Technology ServicesTokyo

$2610.00

+16.00 (+0.62%)

Fairly Valued+0.0%Fair Value $2610.00Fund rank 31/100 · Data gapFallback financials|
SA 50/C
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.0B · quality 59.3/100

Data gap 31/100
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

50/100

C

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: 0unknown: 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.
Thesis & Journal · 3854.TLocal privado en este navegador · I'LL 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

$65.2B

P/E

16.6x

↓

EV/EBITDA

13.2x

↑

ROE

29.8%

↑

Gross Margin

55.8%

↑

Debt/Equity

N/A

•
52-Week Range$2610
$2151$3090

TradingView lightweight chart

3854.T price, volumen y niveles de valoración

Último $2,610Periodo -99.1%
Fair value: $2,610

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+9.9%

FCF CAGR

+6.8%

FCF margin

11.6%

FCF / Net income

0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.51B · net income $2.89B · FCF $2.03B

2021-FY → 2024-FY

Gross margin

55.8%+9.3% pts

Operating margin

24.4%+10.5% pts

Net margin

16.5%+7.2% pts

FCF margin

11.6%-1.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$17.51B$17.51B$15.92B$12.94B$13.20B
Net Income$2.89B$2.89B$2.47B$1.38B$1.22B
EBITDA$4.46B$4.46B$4.05B$2.69B$2.35B
EPS115.36115.3698.7655.0448.89
Gross Margin55.8%55.8%54.5%52.1%46.5%
Operating Margin24.4%24.4%22.3%16.2%13.9%
Net Margin16.5%16.5%15.5%10.6%9.3%
Balance Sheet
Debt/Equity————0.00
Current Ratio4.914.91———
Cash Flow
Free Cash Flow$2.03B$2.03B$2.53B$652.3M$1.66B
Returns
ROE29.8%29.8%31.9%24.1%26.7%
Valuation
P/E16.6016.6025.2831.0731.29
EV/EBITDA13.1613.1614.0514.5414.84
P/B6.756.758.087.498.35
Growth & Yield
Revenue Growth9.9%9.9%23.0%-2.0%—
EPS Growth16.8%16.8%79.4%12.6%—
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%

3Y implied EPS CAGR

26.2%

muy exigente

EPS terminal req.

$231.59

Spread vs growth

-9.3%

5Y implied EPS CAGR

19.4%

exigente

EPS terminal req.

$280.23

Spread vs growth

-2.6%

10Y implied EPS CAGR

14.6%

razonable

EPS terminal req.

$451.31

Spread vs growth

2.2%

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 +2.9%

Total return

+2.9%

Start / end P/E

26.3x → 22.6x

EPS bridge

98.76 → 115.36

Residual

-2.4%

EPS growth+16.8%
Multiple rerating-14.1%
Dividend+2.5%
Residual / FX / buybacks / cross-term-2.4%

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.