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v0.1
4375.T$727.00+2.83%
Fair $727.00+0.0%

4375.T

Safie Inc.

Technology / Software - ApplicationTokyo

$727.00

+20.00 (+2.83%)

Fairly Valued+0.0%Fair Value $727.00Fund rank 29/100 · Data gapFallback financials|
SA 38/D
F-Score: 6/9
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-150.6M · quality 54.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

6/9

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 4.8%, below the 5% threshold
Thesis & Journal · 4375.TLocal privado en este navegador · Safie 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

$40.5B

P/E

93.4x

↑

EV/EBITDA

118.1x

↑

ROE

4.8%

↑

Gross Margin

50.0%

↑

Debt/Equity

0.00

↓
52-Week Range$727
$688$1192

TradingView lightweight chart

4375.T price, volumen y niveles de valoración

Último $727.00Periodo -78.3%
Fair value: $727.00

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

+27.2%

FCF CAGR

—

FCF margin

0.3%

FCF / Net income

0.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.03B · net income $437.9M · FCF $60.6M

2022-FY → 2025-FY

Gross margin

50.0%+2.9% pts

Operating margin

-0.4%+13.4% pts

Net margin

2.3%+17.8% pts

FCF margin

0.3%+17.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.03B$19.03B$15.05B$11.82B$9.25B
Net Income$437.9M$437.9M$-1.55B$-1.44B$-1.43B
EBITDA$285.0M$285.0M$-1.54B$-1.41B$-1.40B
EPS——-28.07-26.34-27.05
Gross Margin50.0%50.0%48.7%48.0%47.1%
Operating Margin-0.4%-0.4%-3.9%-9.2%-13.9%
Net Margin2.3%2.3%-10.3%-12.2%-15.5%
Balance Sheet
Debt/Equity0.000.000.000.010.01
Current Ratio4.554.55———
Cash Flow
Free Cash Flow$60.6M$60.6M$-150.6M$-1.58B$-1.56B
Returns
ROE4.8%4.8%-18.2%-14.4%-12.8%
Valuation
P/E93.4493.44———
EV/EBITDA118.14118.14———
P/B4.454.455.094.123.72
Growth & Yield
Revenue Growth26.4%26.4%27.4%27.7%—
EPS Growth——-6.6%2.6%—

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 -12.4%

Total return

-12.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-28.07 → n/d

Residual

-12.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-12.4%

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.