StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
4382.T$702.00-0.57%
Fair $702.00+0.0%

4382.T

HEROZ, Inc.

Technology / Software - ApplicationTokyo

$702.00

-4.00 (-0.57%)

Fairly Valued+0.0%Fair Value $702.00Fund rank 28/100 · Data gapFallback financials|
SA 28/D
F-Score: 5/9
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 21%

FCF escenarios

weak_data · normalized FCF $20.8M · quality 45.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

28/100

D

Piotroski

5/9

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 -3.8%, below the 5% threshold
Thesis & Journal · 4382.TLocal privado en este navegador · HEROZ, 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

$10.7B

P/E

N/A

•

EV/EBITDA

19.2x

↑

ROE

-3.8%

↓

Gross Margin

45.3%

↑

Debt/Equity

0.44

↑
52-Week Range$702
$700$1333

TradingView lightweight chart

4382.T price, volumen y niveles de valoración

Último $702.00Periodo -93.3%
Fair value: $702.00

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

+58.7%

FCF CAGR

—

FCF margin

-3.4%

FCF / Net income

1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.93B · net income $-177.7M · FCF $-200.2M

2022-FY → 2025-FY

Gross margin

45.3%+7.6% pts

Operating margin

5.2%+2.8% pts

Net margin

-3.0%-6.3% pts

FCF margin

-3.4%-15.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.93B$5.93B$4.84B$2.98B$1.48B
Net Income$-177.7M$-177.7M$-1.13B$-574.3M$49.4M
EBITDA$566.2M$566.2M$547.8M$-168.7M$187.5M
EPS-11.79-11.79-75.45-38.223.26
Gross Margin45.3%45.3%49.4%45.2%37.7%
Operating Margin5.2%5.2%9.3%8.7%2.3%
Net Margin-3.0%-3.0%-23.4%-19.3%3.3%
Balance Sheet
Debt/Equity0.440.440.290.26—
Current Ratio2.652.65———
Cash Flow
Free Cash Flow$-200.2M$-200.2M$20.8M$387.1M$186.2M
Returns
ROE-3.8%-3.8%-23.7%-9.8%0.8%
Valuation
P/E————284.05
EV/EBITDA19.2519.2535.31—55.31
P/B2.282.284.322.992.18
Growth & Yield
Revenue Growth22.5%22.5%62.4%101.0%—
EPS Growth84.4%84.4%-97.4%-1272.4%—

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 -30.3%

Total return

-30.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-75.45 → -11.79

Residual

-30.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-30.3%

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.