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v0.1
4241.T$679.00-3.28%
Fair $679.00+0.0%

4241.T

atect corporation

Industrials / ConglomeratesTokyo

$679.00

-23.00 (-3.28%)

Fairly Valued+0.0%Fair Value $679.00Fund rank 29/100 · Data gapFallback financials|
SA 27/D
F-Score: 7/9
Low 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 $70.4M · quality 49.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

7/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 2.3%, below the 5% threshold
Thesis & Journal · 4241.TLocal privado en este navegador · atect 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

$3.0B

P/E

21.2x

↑

EV/EBITDA

14.4x

↑

ROE

2.3%

↓

Gross Margin

40.2%

↑

Debt/Equity

1.37

↑
52-Week Range$679
$380$1185

TradingView lightweight chart

4241.T price, volumen y niveles de valoración

Último $679.00Periodo -42.5%
Fair value: $679.00

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

+1.2%

FCF CAGR

-42.7%

FCF margin

2.0%

FCF / Net income

1.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.20B · net income $40.2M · FCF $64.6M

2022-FY → 2025-FY

Gross margin

40.2%-10.9% pts

Operating margin

2.5%-8.0% pts

Net margin

1.3%-4.2% pts

FCF margin

2.0%-9.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.20B$3.20B$3.18B$2.96B$3.09B
Net Income$40.2M$40.2M$-244.4M$159.0M$169.8M
EBITDA$338.4M$338.4M$15.1M$501.0M$548.9M
EPS9.099.09-55.2735.9638.43
Gross Margin40.2%40.2%43.4%46.3%51.1%
Operating Margin2.5%2.5%2.0%5.9%10.5%
Net Margin1.3%1.3%-7.7%5.4%5.5%
Balance Sheet
Debt/Equity1.371.371.441.461.66
Current Ratio0.930.93———
Cash Flow
Free Cash Flow$64.6M$64.6M$298.1M$70.4M$342.5M
Returns
ROE2.3%2.3%-13.9%7.9%8.9%
Valuation
P/E21.2121.21—15.9120.06
EV/EBITDA14.4414.44352.189.3810.18
P/B1.751.751.941.261.79
Growth & Yield
Revenue Growth0.8%0.8%7.2%-4.0%—
EPS Growth116.4%116.4%-253.7%-6.4%—
Dividend Yield1.4%1.4%———

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

87.8%

muy exigente

EPS terminal req.

$60.25

Spread vs growth

28.6%

5Y implied EPS CAGR

51.6%

muy exigente

EPS terminal req.

$72.90

Spread vs growth

64.8%

10Y implied EPS CAGR

29.2%

muy exigente

EPS terminal req.

$117.41

Spread vs growth

87.3%

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 +77.8%

Total return

+77.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-55.27 → 9.09

Residual

+76.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.4%
Residual / FX / buybacks / cross-term+76.4%

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.