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4259.T$1127.00-4.81%
Fair $1127.00+0.0%

4259.T

ExaWizards Inc.

Technology / Software - ApplicationTokyo

$1127.00

-57.00 (-4.81%)

Fairly Valued+0.0%Fair Value $1127.00Fund rank 30/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9
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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-843.0M · quality 66.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

38/100

D

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -1.0%, below the 5% threshold
Thesis & Journal · 4259.TLocal privado en este navegador · ExaWizards 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

$107.0B

P/E

62.2x

↑

EV/EBITDA

N/A

•

ROE

-104.7%

↓

Gross Margin

57.8%

↑

Debt/Equity

1.04

↑
52-Week Range$1127
$352$1445

TradingView lightweight chart

4259.T price, volumen y niveles de valoración

Último $1,127Periodo +4.8%
Fair value: $1,127

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

+26.8%

FCF CAGR

—

FCF margin

-3.7%

FCF / Net income

0.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.81B · net income $-2.58B · FCF $-364.0M

2022-FY → 2025-FY

Gross margin

57.8%-5.6% pts

Operating margin

0.2%+4.4% pts

Net margin

-26.3%-23.4% pts

FCF margin

-3.7%+5.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.81B$9.81B$8.38B$5.59B$4.81B
Net Income$-2.58B$-2.58B$-610.0M$-141.0M$-137.0M
EBITDA$-1.60B$-1.60B$64.0M$358.0M$90.0M
EPS-31.26-31.26-7.50-1.72-1.79
Gross Margin57.8%57.8%55.9%56.1%63.4%
Operating Margin0.2%0.2%-3.6%-6.8%-4.2%
Net Margin-26.3%-26.3%-7.3%-2.5%-2.8%
Balance Sheet
Debt/Equity1.041.040.580.050.05
Current Ratio2.612.61———
Cash Flow
Free Cash Flow$-364.0M$-364.0M$-1.12B$-843.0M$-445.0M
Returns
ROE-104.7%-104.7%-12.4%-2.2%-2.1%
Valuation
P/E62.2062.20———
EV/EBITDA——606.3758.53643.19
P/B37.7537.758.003.959.57
Growth & Yield
Revenue Growth17.0%17.0%50.0%16.2%—
EPS Growth-316.8%-316.8%-336.0%3.9%—
Dividend Yield0.8%0.8%———

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 +214.8%

Total return

+214.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-7.50 → -31.26

Residual

+213.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.8%
Residual / FX / buybacks / cross-term+213.9%

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.