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4068.T$1750.00+0.06%
Fair $1750.00+0.0%

4068.T

Basis Corporation

Technology / Information Technology ServicesTokyo

$1750.00

+1.00 (+0.06%)

Fairly Valued+0.0%Fair Value $1750.00Fund rank 25/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9
Margin CompressionLow 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 $-7.1M · quality 40.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

36/100

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: 2unknown: 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 ROE is 0.9%, below the 5% threshold
Thesis & Journal · 4068.TLocal privado en este navegador · Basis 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

$3.2B

P/E

28.1x

↑

EV/EBITDA

28.9x

↑

ROE

0.9%

↓

Gross Margin

23.4%

↓

Debt/Equity

0.50

↑
52-Week Range$1750
$1551$2497

TradingView lightweight chart

4068.T price, volumen y niveles de valoración

Último $1,751Periodo -71.0%
Fair value: $1,750

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

+11.7%

FCF CAGR

—

FCF margin

-0.0%

FCF / Net income

-0.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.82B · net income $17.3M · FCF $-2.4M

2021-FY → 2024-FY

Gross margin

23.4%-4.3% pts

Operating margin

1.2%-6.7% pts

Net margin

0.3%-4.6% pts

FCF margin

-0.0%+2.5% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$6.82B$6.82B$6.86B$6.26B$4.89B
Net Income$17.3M$17.3M$280.2M$324.8M$238.6M
EBITDA$114.7M$114.7M$458.9M$520.8M$382.2M
EPS9.189.18148.77174.59—
Gross Margin23.4%23.4%24.5%24.9%27.7%
Operating Margin1.2%1.2%5.6%7.8%7.8%
Net Margin0.3%0.3%4.1%5.2%4.9%
Balance Sheet
Debt/Equity0.500.500.410.330.49
Current Ratio2.112.11———
Cash Flow
Free Cash Flow$-2.4M$-2.4M$-7.1M$-23.9M$-124.7M
Returns
ROE0.9%0.9%14.3%19.5%19.3%
Valuation
P/E28.1128.1114.7418.50—
EV/EBITDA28.9228.928.4310.9129.03
P/B1.671.672.113.609.24
Growth & Yield
Revenue Growth-0.6%-0.6%9.6%28.0%—
EPS Growth-93.8%-93.8%-14.8%——

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

156.7%

muy exigente

EPS terminal req.

$155.28

Spread vs growth

-250.5%

5Y implied EPS CAGR

82.9%

muy exigente

EPS terminal req.

$187.89

Spread vs growth

-176.7%

10Y implied EPS CAGR

41.8%

muy exigente

EPS terminal req.

$302.60

Spread vs growth

-135.7%

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 -19.5%

Total return

-19.5%

Start / end P/E

14.6x → 190.7x

EPS bridge

148.77 → 9.18

Residual

-1130.3%

EPS growth-93.8%
Multiple rerating+1204.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1130.3%

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.