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4425.T$1825.00-1.35%
Fair $1825.00+0.0%

4425.T

Kudan Inc.

Technology / Software - InfrastructureTokyo

$1825.00

-25.00 (-1.35%)

Fairly Valued+0.0%Fair Value $1825.00Fund rank 34/100 · Data gapFallback financials|
SA 31/D
F-Score: 1/9
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 25%

FCF escenarios

weak_data · normalized FCF $-639.4M · quality 82.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

31/100

D

Piotroski

1/9

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 -25.6%, below the 5% threshold
Thesis & Journal · 4425.TLocal privado en este navegador · Kudan 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

$20.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-25.6%

↓

Gross Margin

65.8%

↑

Debt/Equity

0.06

↓
52-Week Range$1825
$930$3140

TradingView lightweight chart

4425.T price, volumen y niveles de valoración

Último $1,825Periodo -86.9%
Fair value: $1,825

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

+23.9%

FCF CAGR

—

FCF margin

-168.6%

FCF / Net income

1.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $517.5M · net income $-801.7M · FCF $-872.5M

2022-FY → 2025-FY

Gross margin

65.8%+19.9% pts

Operating margin

-154.7%+4.6% pts

Net margin

-154.9%+667.7% pts

FCF margin

-168.6%+22.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$517.5M$517.5M$491.0M$332.8M$272.0M
Net Income$-801.7M$-801.7M$-69.9M$-413.6M$-2.24B
EBITDA$-796.5M$-796.5M$-65.1M$-411.8M$-2.20B
EPS-72.85-72.85-7.88-49.30-283.74
Gross Margin65.8%65.8%89.4%53.0%45.8%
Operating Margin-154.7%-154.7%-107.4%-179.9%-159.2%
Net Margin-154.9%-154.9%-14.2%-124.3%-822.6%
Balance Sheet
Debt/Equity0.060.060.100.26—
Current Ratio7.307.30———
Cash Flow
Free Cash Flow$-872.5M$-872.5M$-509.1M$-639.4M$-519.1M
Returns
ROE-25.6%-25.6%-3.3%-54.4%-350.7%
Valuation
P/B6.416.4110.2121.9227.31
Growth & Yield
Revenue Growth5.4%5.4%47.5%22.4%—
EPS Growth-824.5%-824.5%84.0%82.6%—

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 +64.3%

Total return

+64.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-7.88 → -72.85

Residual

+64.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+64.3%

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.