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4074.T$748.00-2.39%
Fair $748.00+0.0%

4074.T

LaKeel, Inc.

Technology / Software - ApplicationTokyo

$748.00

-18.00 (-2.39%)

Fairly Valued+0.0%Fair Value $748.00Fund rank 33/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9
Margin Compression

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $166.1M · quality 61.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 47/100Data 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

45/100

C

Piotroski

5/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 4074.TLocal privado en este navegador · LaKeel, 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

$5.0B

P/E

18.9x

↓

EV/EBITDA

3.9x

↓

ROE

7.7%

↑

Gross Margin

33.5%

↑

Debt/Equity

0.24

↑
52-Week Range$748
$633$1250

TradingView lightweight chart

4074.T price, volumen y niveles de valoración

Último $736.00Periodo -75.3%
Fair value: $748.00

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

+3.9%

FCF CAGR

-60.9%

FCF margin

0.7%

FCF / Net income

0.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.73B · net income $287.6M · FCF $57.5M

2022-FY → 2025-FY

Gross margin

33.5%-1.5% pts

Operating margin

5.8%-5.5% pts

Net margin

3.7%-3.1% pts

FCF margin

0.7%-13.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.73B$7.73B$7.97B$7.65B$6.88B
Net Income$287.6M$287.6M$362.2M$539.6M$467.1M
EBITDA$965.7M$965.7M$1.03B$1.17B$1.06B
EPS——47.1068.5659.37
Gross Margin33.5%33.5%30.6%34.5%35.0%
Operating Margin5.8%5.8%7.0%10.1%11.2%
Net Margin3.7%3.7%4.5%7.1%6.8%
Balance Sheet
Debt/Equity0.240.240.290.300.38
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$57.5M$57.5M$613.6M$166.1M$959.3M
Returns
ROE7.7%7.7%10.1%14.2%14.4%
Valuation
P/E18.8918.8915.2421.8219.20
EV/EBITDA3.913.913.898.726.60
P/B1.391.391.553.092.76
Growth & Yield
Revenue Growth-3.0%-3.0%4.1%11.2%—
EPS Growth——-31.3%15.5%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -31.0%

Total return

-31.0%

Start / end P/E

n/dx → n/dx

EPS bridge

47.10 → n/d

Residual

-31.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-31.0%

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.