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4168.T$752.00+0.82%
Fair $752.00+0.0%

4168.T

Yappli, Inc.

Technology / Software - ApplicationTokyo

$752.00

+6.00 (+0.82%)

Fairly Valued+0.0%Fair Value $752.00Fund rank 28/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $351.9M · quality 49.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

54/100

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: 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 · 4168.TLocal privado en este navegador · Yappli, 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

$9.6B

P/E

10.5x

↓

EV/EBITDA

9.4x

↓

ROE

31.1%

↑

Gross Margin

66.5%

↑

Debt/Equity

0.39

↑
52-Week Range$752
$659$1282

TradingView lightweight chart

4168.T price, volumen y niveles de valoración

Último $736.00Periodo -83.6%
Fair value: $752.00

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

+13.5%

FCF CAGR

—

FCF margin

12.8%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.06B · net income $920.6M · FCF $776.0M

2022-FY → 2025-FY

Gross margin

66.5%+0.1% pts

Operating margin

14.6%+34.3% pts

Net margin

15.2%+37.9% pts

FCF margin

12.8%+35.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.06B$6.06B$5.51B$4.86B$4.14B
Net Income$920.6M$920.6M$748.5M$-74.1M$-941.1M
EBITDA$906.5M$906.5M$579.7M$-218.8M$-865.1M
EPS——57.58-5.83-74.87
Gross Margin66.5%66.5%66.1%69.0%66.4%
Operating Margin14.6%14.6%10.0%5.4%-19.8%
Net Margin15.2%15.2%13.6%-1.5%-22.7%
Balance Sheet
Debt/Equity0.390.390.620.580.68
Current Ratio3.903.90———
Cash Flow
Free Cash Flow$776.0M$776.0M$351.9M$-162.3M$-947.6M
Returns
ROE31.1%31.1%34.2%-5.4%-70.0%
Valuation
P/E10.5010.5015.28——
EV/EBITDA9.459.4518.70——
P/B3.243.245.239.089.37
Growth & Yield
Revenue Growth9.9%9.9%13.3%17.4%—
EPS Growth——1087.7%92.2%—
Dividend Yield2.0%2.0%———

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 -3.5%

Total return

-3.5%

Start / end P/E

n/dx → n/dx

EPS bridge

57.58 → n/d

Residual

-5.5%

EPS growthn/d
Multiple reratingn/d
Dividend+2.0%
Residual / FX / buybacks / cross-term-5.5%

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.