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4237.T$331.00-3.78%
Fair $331.00+0.0%

4237.T

Fujipream Corporation

Technology / Electronic ComponentsTokyo

$331.00

-13.00 (-3.78%)

Fairly Valued+0.0%Fair Value $331.00Fund rank 34/100 · Data gapFallback financials|
SA 30/D
F-Score: 5/9
Declining RevenueLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $996.0M · quality 70.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

30/100

D

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: 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. Revenue has declined for 3 consecutive years ROE is 2.6%, below the 5% threshold
Thesis & Journal · 4237.TLocal privado en este navegador · Fujipream 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

$9.5B

P/E

36.0x

↑

EV/EBITDA

9.6x

↓

ROE

2.6%

↓

Gross Margin

14.0%

↓

Debt/Equity

0.46

↑
52-Week Range$331
$296$532

TradingView lightweight chart

4237.T price, volumen y niveles de valoración

Último $331.00Periodo -89.1%
Fair value: $331.00

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

-18.0%

FCF CAGR

-38.6%

FCF margin

2.0%

FCF / Net income

0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.62B · net income $262.8M · FCF $207.4M

2022-FY → 2025-FY

Gross margin

14.0%+4.2% pts

Operating margin

2.1%-1.6% pts

Net margin

2.5%+0.2% pts

FCF margin

2.0%-2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.62B$10.62B$13.25B$16.42B$19.24B
Net Income$262.8M$262.8M$574.2M$707.1M$443.9M
EBITDA$1.02B$1.02B$1.31B$1.45B$1.35B
EPS9.209.2020.0924.7515.53
Gross Margin14.0%14.0%13.7%12.3%9.8%
Operating Margin2.1%2.1%5.2%5.2%3.7%
Net Margin2.5%2.5%4.3%4.3%2.3%
Balance Sheet
Debt/Equity0.460.460.560.550.64
Current Ratio1.421.42———
Cash Flow
Free Cash Flow$207.4M$207.4M$1.26B$996.0M$896.2M
Returns
ROE2.6%2.6%5.8%7.5%5.0%
Valuation
P/E35.9835.9819.4616.3622.09
EV/EBITDA9.589.588.798.938.87
P/B0.940.941.131.231.11
Growth & Yield
Revenue Growth-19.8%-19.8%-19.3%-14.6%—
EPS Growth-54.2%-54.2%-18.8%59.4%—
Dividend Yield1.7%1.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

47.2%

muy exigente

EPS terminal req.

$29.37

Spread vs growth

-101.5%

5Y implied EPS CAGR

31.0%

muy exigente

EPS terminal req.

$35.54

Spread vs growth

-85.2%

10Y implied EPS CAGR

20.1%

exigente

EPS terminal req.

$57.24

Spread vs growth

-74.3%

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 -3.1%

Total return

-3.1%

Start / end P/E

17.3x → 36.0x

EPS bridge

20.09 → 9.20

Residual

-58.4%

EPS growth-54.2%
Multiple rerating+107.7%
Dividend+1.7%
Residual / FX / buybacks / cross-term-58.4%

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.