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410A.T$1036.00-1.80%
Fair $1036.00+0.0%

410A.T

410A.T

Technology / Software - InfrastructureTokyo

$1036.00

-19.00 (-1.80%)

Fairly Valued+0.0%Fair Value $1036.00Fund rank 34/100 · Data gapFallback financials|
SA 27/D
F-Score: 3/9

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 $278.8M · quality 62.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

27/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 410A.TLocal privado en este navegador · 410A.T
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

$5.7B

P/E

12.3x

↓

EV/EBITDA

4.8x

↓

ROE

12.3%

↑

Gross Margin

82.6%

↑

Debt/Equity

N/A

•
52-Week Range$1036
$986$2249

TradingView lightweight chart

410A.T price, volumen y niveles de valoración

Último $1,036Periodo -41.5%
Fair value: $1,036

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+18.0%

FCF CAGR

-24.8%

FCF margin

8.7%

FCF / Net income

0.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.46B · net income $342.8M · FCF $214.9M

2023-FY → 2025-FY

Gross margin

82.6%-13.3% pts

Operating margin

21.3%+8.9% pts

Net margin

13.9%+5.8% pts

FCF margin

8.7%-12.8% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$2.46B$2.46B$1.98B$1.77B
Net Income$342.8M$342.8M$218.3M$143.3M
EBITDA$587.7M$587.7M$385.5M$258.4M
EPS——60.6927.75
Gross Margin82.6%82.6%95.4%95.9%
Operating Margin21.3%21.3%17.6%12.4%
Net Margin13.9%13.9%11.0%8.1%
Balance Sheet
Current Ratio2.982.98——
Cash Flow
Free Cash Flow$214.9M$214.9M$278.8M$380.4M
Returns
ROE12.3%12.3%39.9%35.7%
Valuation
P/E12.3012.30——
EV/EBITDA4.804.80——
P/B2.062.06——
Growth & Yield
Revenue Growth24.0%24.0%12.3%—
EPS Growth——118.7%—
Dividend Yield4.7%4.7%——

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 · available periodreconcilia total -36.9%

Total return

-36.9%

Start / end P/E

n/dx → n/dx

EPS bridge

60.69 → n/d

Residual

-41.5%

EPS growthn/d
Multiple reratingn/d
Dividend+4.7%
Residual / FX / buybacks / cross-term-41.5%

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.