StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
4198.T$512.00-0.78%
Fair $512.00+0.0%

4198.T

TENDA Co.,LTD.

Technology / Information Technology ServicesTokyo

$512.00

-4.00 (-0.78%)

Fairly Valued+0.0%Fair Value $512.00Fund rank 37/100 · Data gapFallback financials|
SA 52/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $395.5M · quality 77.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

52/100

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 · 4198.TLocal privado en este navegador · TENDA Co.,LTD.
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

$3.4B

P/E

825.8x

↑

EV/EBITDA

2.8x

↓

ROE

9.4%

↑

Gross Margin

38.1%

↑

Debt/Equity

0.05

↓
52-Week Range$512
$508$855

TradingView lightweight chart

4198.T price, volumen y niveles de valoración

Último $512.00Periodo -72.1%
Fair value: $512.00

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

+16.7%

FCF CAGR

+59.6%

FCF margin

11.5%

FCF / Net income

2.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.57B · net income $257.6M · FCF $639.5M

2022-FY → 2025-FY

Gross margin

38.1%-3.1% pts

Operating margin

7.7%-3.0% pts

Net margin

4.6%-2.2% pts

FCF margin

11.5%+7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.57B$5.57B$5.18B$4.24B$3.51B
Net Income$257.6M$257.6M$341.1M$266.7M$240.2M
EBITDA$706.1M$706.1M$684.9M$507.5M$421.5M
EPS38.3738.3751.1140.2936.58
Gross Margin38.1%38.1%39.3%37.8%41.3%
Operating Margin7.7%7.7%10.5%10.8%10.6%
Net Margin4.6%4.6%6.6%6.3%6.8%
Balance Sheet
Debt/Equity0.050.050.120.140.18
Current Ratio3.583.58———
Cash Flow
Free Cash Flow$639.5M$639.5M$395.5M$276.9M$157.3M
Returns
ROE9.4%9.4%13.2%11.6%11.6%
Valuation
P/E825.81825.8114.4213.9717.06
EV/EBITDA2.762.765.133.855.58
P/B1.261.261.911.631.97
Growth & Yield
Revenue Growth7.7%7.7%22.2%20.7%—
EPS Growth-24.9%-24.9%26.9%10.1%—
Dividend Yield4.3%4.3%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$45.43

Spread vs growth

-30.7%

5Y implied EPS CAGR

7.5%

razonable

EPS terminal req.

$54.97

Spread vs growth

-32.4%

10Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$88.53

Spread vs growth

-33.6%

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 -34.6%

Total return

-34.6%

Start / end P/E

16.4x → 13.3x

EPS bridge

51.11 → 38.37

Residual

+4.6%

EPS growth-24.9%
Multiple rerating-18.5%
Dividend+4.3%
Residual / FX / buybacks / cross-term+4.6%

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.