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4060.T$1035.00-0.77%
Fair $1035.00+0.0%

4060.T

rakumo Inc.

Technology / Software - ApplicationTokyo

$1035.00

-8.00 (-0.77%)

Fairly Valued+0.0%Fair Value $1035.00Fund rank 38/100 · Data gapFallback financials|
SA 48/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $396.1M · quality 81.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data 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

48/100

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 · 4060.TLocal privado en este navegador · rakumo 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

$6.0B

P/E

24.6x

↑

EV/EBITDA

9.3x

↓

ROE

14.4%

↑

Gross Margin

70.4%

↑

Debt/Equity

0.64

↑
52-Week Range$1035
$821$1399

TradingView lightweight chart

4060.T price, volumen y niveles de valoración

Último $1,035Periodo -72.0%
Fair value: $1,035

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

+18.6%

FCF CAGR

+20.4%

FCF margin

21.6%

FCF / Net income

1.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.83B · net income $272.3M · FCF $396.1M

2022-FY → 2025-FY

Gross margin

70.4%+6.9% pts

Operating margin

23.4%+2.2% pts

Net margin

14.9%-1.9% pts

FCF margin

21.6%+1.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.83B$1.83B$1.44B$1.30B$1.10B
Net Income$272.3M$272.3M$253.0M$196.4M$184.6M
EBITDA$583.8M$583.8M$479.4M$372.3M$266.5M
EPS——38.7731.2431.44
Gross Margin70.4%70.4%65.9%64.2%63.5%
Operating Margin23.4%23.4%26.6%23.5%21.2%
Net Margin14.9%14.9%17.5%15.2%16.8%
Balance Sheet
Debt/Equity0.640.640.310.370.04
Current Ratio1.881.88———
Cash Flow
Free Cash Flow$396.1M$396.1M$397.6M$293.4M$226.8M
Returns
ROE14.4%14.4%15.5%14.4%16.0%
Valuation
P/E24.6324.6323.4734.3527.54
EV/EBITDA9.309.308.6714.4213.88
P/B3.203.203.634.944.41
Growth & Yield
Revenue Growth26.8%26.8%11.4%18.1%—
EPS Growth——24.1%-0.6%—
Dividend Yield1.3%1.3%———

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 +24.3%

Total return

+24.3%

Start / end P/E

n/dx → n/dx

EPS bridge

38.77 → n/d

Residual

+22.9%

EPS growthn/d
Multiple reratingn/d
Dividend+1.3%
Residual / FX / buybacks / cross-term+22.9%

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.