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4270.T$2040.00-1.11%
Fair $2040.00+0.0%

4270.T

BeeX Inc.

Technology / Software - InfrastructureTokyo

$2040.00

-23.00 (-1.11%)

Fairly Valued+0.0%Fair Value $2040.00Fund rank 36/100 · Data gapFallback financials|
SA 56/C
F-Score: 4/9

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 $471.3M · quality 72.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

56/100

C

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: 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 · 4270.TLocal privado en este navegador · BeeX 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

$4.6B

P/E

11.2x

↓

EV/EBITDA

3.1x

↓

ROE

14.8%

↑

Gross Margin

17.0%

↓

Debt/Equity

0.07

↓
52-Week Range$2040
$1756$2761

TradingView lightweight chart

4270.T price, volumen y niveles de valoración

Último $2,040Periodo -50.9%
Fair value: $2,040

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+22.7%

FCF CAGR

-5.6%

FCF margin

2.2%

FCF / Net income

0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.63B · net income $452.9M · FCF $234.8M

2023-FY → 2026-FY

Gross margin

17.0%-1.3% pts

Operating margin

5.6%-1.4% pts

Net margin

4.3%-0.9% pts

FCF margin

2.2%-2.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$10.63B$10.63B$9.26B$7.70B$5.76B
Net Income$452.9M$452.9M$499.4M$440.8M$299.5M
EBITDA$691.7M$691.7M$733.3M$650.6M$455.6M
EPS———175.93120.18
Gross Margin17.0%17.0%18.6%19.7%18.3%
Operating Margin5.6%5.6%7.1%7.8%7.0%
Net Margin4.3%4.3%5.4%5.7%5.2%
Balance Sheet
Debt/Equity0.070.070.080.100.12
Current Ratio2.052.05———
Cash Flow
Free Cash Flow$234.8M$234.8M$471.3M$706.9M$279.0M
Returns
ROE14.8%14.8%19.3%21.1%18.2%
Valuation
P/E11.1711.17—22.9121.90
EV/EBITDA3.113.114.9712.9512.28
P/B1.501.502.234.833.98
Growth & Yield
Revenue Growth14.8%14.8%20.2%33.7%—
EPS Growth———46.4%—
Dividend Yield1.2%1.2%———

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 -15.8%

Total return

-15.8%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

-17.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.2%
Residual / FX / buybacks / cross-term-17.0%

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.