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3987.T$535.00-0.19%
Fair $535.00+0.0%

3987.T

Ecomott Inc.

Technology / Software - InfrastructureTokyo

$535.00

-1.00 (-0.19%)

Fairly Valued+0.0%Fair Value $535.00Fund rank 26/100 · Data gapFallback financials|
SA 25/D
F-Score: 3/9
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 18%

FCF escenarios

weak_data · normalized FCF $-212.8M · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

25/100

D

Piotroski

3/9

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 -4.5%, below the 5% threshold
Thesis & Journal · 3987.TLocal privado en este navegador · Ecomott 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

$2.8B

P/E

N/A

•

EV/EBITDA

29.7x

↑

ROE

-4.5%

↓

Gross Margin

35.6%

↑

Debt/Equity

1.38

↑
52-Week Range$535
$425$774

TradingView lightweight chart

3987.T price, volumen y niveles de valoración

Último $535.00Periodo -34.4%
Fair value: $535.00

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

+10.7%

FCF CAGR

—

FCF margin

-14.3%

FCF / Net income

12.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.00B · net income $-35.0M · FCF $-430.2M

2022-FY → 2025-FY

Gross margin

35.6%-10.1% pts

Operating margin

1.7%+0.8% pts

Net margin

-1.2%-2.4% pts

FCF margin

-14.3%-15.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.00B$3.00B$2.69B$2.72B$2.22B
Net Income$-35.0M$-35.0M$-69.2M$-174.9M$27.8M
EBITDA$119.6M$119.6M$38.6M$-20.7M$148.8M
EPS-6.68-6.68-13.13-33.625.28
Gross Margin35.6%35.6%37.2%35.3%45.7%
Operating Margin1.7%1.7%0.3%-3.4%0.9%
Net Margin-1.2%-1.2%-2.6%-6.4%1.3%
Balance Sheet
Debt/Equity1.381.381.100.760.39
Current Ratio3.923.92———
Cash Flow
Free Cash Flow$-430.2M$-430.2M$-132.5M$-212.8M$30.8M
Returns
ROE-4.5%-4.5%-8.0%-18.7%2.5%
Valuation
P/E————90.53
EV/EBITDA29.6929.6969.60—16.09
P/B3.583.582.694.282.28
Growth & Yield
Revenue Growth11.6%11.6%-0.8%22.5%—
EPS Growth49.1%49.1%60.9%-736.7%—

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 +20.2%

Total return

+20.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-13.13 → -6.68

Residual

+20.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+20.2%

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.