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3917.T$436.00-0.68%
Fair $436.00+0.0%

3917.T

iRidge, Inc.

Technology / Software - ApplicationTokyo

$436.00

-3.00 (-0.68%)

Fairly Valued+0.0%Fair Value $436.00Fund rank 24/100 · Data gapFallback financials|
SA 42/C
F-Score: 8/9
Low 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-39.0M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

42/100

C

Piotroski

8/9

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. ROE is 0.6%, below the 5% threshold
Thesis & Journal · 3917.TLocal privado en este navegador · iRidge, 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

$3.4B

P/E

5.4x

↓

EV/EBITDA

4.7x

↓

ROE

0.6%

↓

Gross Margin

32.0%

↓

Debt/Equity

0.60

↑
52-Week Range$436
$436$727

TradingView lightweight chart

3917.T price, volumen y niveles de valoración

Último $436.00Periodo -88.1%
Fair value: $436.00

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

+7.3%

FCF CAGR

—

FCF margin

-6.7%

FCF / Net income

-32.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.71B · net income $13.9M · FCF $-448.2M

2022-FY → 2025-FY

Gross margin

32.0%-3.5% pts

Operating margin

3.3%-3.0% pts

Net margin

0.2%-4.5% pts

FCF margin

-6.7%-7.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.71B$6.71B$5.71B$5.42B$5.42B
Net Income$13.9M$13.9M$-1.16B$175.3M$255.1M
EBITDA$441.9M$441.9M$-624.8M$576.8M$499.3M
EPS1.831.83-161.9024.4735.75
Gross Margin32.0%32.0%30.6%37.0%35.5%
Operating Margin3.3%3.3%-1.6%7.0%6.3%
Net Margin0.2%0.2%-20.2%3.2%4.7%
Balance Sheet
Debt/Equity0.600.600.660.370.11
Current Ratio3.903.90———
Cash Flow
Free Cash Flow$-448.2M$-448.2M$878.5M$-39.0M$43.9M
Returns
ROE0.6%0.6%-53.6%5.3%8.4%
Valuation
P/E5.385.38—27.4222.91
EV/EBITDA4.704.70—7.249.53
P/B1.321.321.741.471.92
Growth & Yield
Revenue Growth17.4%17.4%5.4%-0.1%—
EPS Growth101.1%101.1%-761.6%-31.6%—

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

176.5%

muy exigente

EPS terminal req.

$38.69

Spread vs growth

-75.4%

5Y implied EPS CAGR

91.2%

muy exigente

EPS terminal req.

$46.81

Spread vs growth

9.9%

10Y implied EPS CAGR

45.0%

muy exigente

EPS terminal req.

$75.39

Spread vs growth

56.1%

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 -13.1%

Total return

-13.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-161.90 → 1.83

Residual

-13.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.1%

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.