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4381.T$304.00-8.98%
Fair $304.00+0.0%

4381.T

BPLATS,Inc.

Technology / Software - ApplicationTokyo

$304.00

-30.00 (-8.98%)

Fairly Valued+0.0%Fair Value $304.00Fund rank 22/100 · Data gapFallback financials|
SA 7/F
F-Score: 2/9
High DebtDeclining RevenueLow 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 13%

FCF escenarios

weak_data · normalized FCF $-214.6M · quality 33.3/100

Data gap 22/100
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

7/100

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: 3unknown: 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. Debt-to-Equity ratio is 2.45, above the 2.0 threshold Revenue has declined for 2 consecutive years ROE is -1.0%, below the 5% threshold
Thesis & Journal · 4381.TLocal privado en este navegador · BPLATS,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

$884M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-104.8%

↓

Gross Margin

22.1%

↓

Debt/Equity

2.45

↑
52-Week Range$304
$302$630

TradingView lightweight chart

4381.T price, volumen y niveles de valoración

Último $304.00Periodo -94.6%
Fair value: $304.00

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

-4.4%

FCF CAGR

—

FCF margin

-38.0%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $706.3M · net income $-298.1M · FCF $-268.2M

2022-FY → 2025-FY

Gross margin

22.1%-31.2% pts

Operating margin

-29.4%-31.7% pts

Net margin

-42.2%-43.5% pts

FCF margin

-38.0%-25.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$706.3M$706.3M$898.0M$945.2M$808.7M
Net Income$-298.1M$-298.1M$-98.0M$182.9M$10.9M
EBITDA$-25.8M$-25.8M$121.6M$305.4M$254.0M
EPS-121.41-121.41-40.5775.004.47
Gross Margin22.1%22.1%37.7%61.7%53.3%
Operating Margin-29.4%-29.4%-8.5%19.1%2.3%
Net Margin-42.2%-42.2%-10.9%19.4%1.3%
Balance Sheet
Debt/Equity2.452.451.120.860.97
Current Ratio1.831.83———
Cash Flow
Free Cash Flow$-268.2M$-268.2M$-214.6M$29.6M$-97.6M
Returns
ROE-104.8%-104.8%-17.4%28.8%2.5%
Valuation
P/E———21.51361.74
EV/EBITDA——21.7113.5216.20
P/B2.622.623.996.209.04
Growth & Yield
Revenue Growth-21.3%-21.3%-5.0%16.9%—
EPS Growth-199.3%-199.3%-154.1%1577.9%—

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

-40.57 → -121.41

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.