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4344.T$112.00-2.61%
Fair $112.00+0.0%

4344.T

Sourcenext Corporation

Technology / Software - ApplicationTokyo

$112.00

-3.00 (-2.61%)

Fairly Valued+0.0%Fair Value $112.00Fund rank 30/100 · Data gapFallback financials|
SA 13/F
F-Score: 2/9
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 $-2.3B · quality 69.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

13/100

F

Piotroski

2/9

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 -49.4%, below the 5% threshold
Thesis & Journal · 4344.TLocal privado en este navegador · Sourcenext 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

$15.5B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-49.4%

↓

Gross Margin

46.6%

↑

Debt/Equity

0.68

↑
52-Week Range$112
$111$197

TradingView lightweight chart

4344.T price, volumen y niveles de valoración

Último $112.00Periodo -42.6%
Fair value: $112.00

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

+3.6%

FCF CAGR

—

FCF margin

-28.0%

FCF / Net income

0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.46B · net income $-3.90B · FCF $-3.21B

2022-FY → 2025-FY

Gross margin

46.6%+1.7% pts

Operating margin

-30.4%-8.5% pts

Net margin

-34.0%-0.0% pts

FCF margin

-28.0%-10.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.46B$11.46B$11.33B$10.35B$10.31B
Net Income$-3.90B$-3.90B$-2.17B$-2.30B$-3.50B
EBITDA$-2.88B$-2.88B$-999.2M$-1.33B$-2.06B
EPS-28.65-28.65-16.01-17.00-25.77
Gross Margin46.6%46.6%53.9%48.1%44.9%
Operating Margin-30.4%-30.4%-20.0%-24.9%-21.9%
Net Margin-34.0%-34.0%-19.1%-22.3%-34.0%
Balance Sheet
Debt/Equity0.680.680.710.770.81
Current Ratio1.741.74———
Cash Flow
Free Cash Flow$-3.21B$-3.21B$-2.35B$-909.8M$-1.78B
Returns
ROE-49.4%-49.4%-25.9%-24.3%-35.8%
Valuation
P/B1.931.933.133.042.25
Growth & Yield
Revenue Growth1.1%1.1%9.5%0.4%—
EPS Growth-79.0%-79.0%5.8%34.0%—

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 -34.1%

Total return

-34.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-16.01 → -28.65

Residual

-34.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-34.1%

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.