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4428.T$628.00-0.32%
Fair $628.00+0.0%

4428.T

sinops Inc.

Technology / Software - ApplicationTokyo

$628.00

-2.00 (-0.32%)

Fairly Valued+0.0%Fair Value $628.00Fund rank 26/100 · Data gapFallback financials|
SA 32/D
F-Score: 6/9

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 32% · confianza 20%

FCF escenarios

weak_data · normalized FCF $155.5M · quality 34.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

32/100

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: 0unknown: 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.
Thesis & Journal · 4428.TLocal privado en este navegador · sinops 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

$3.9B

P/E

18.1x

↓

EV/EBITDA

6.0x

↓

ROE

11.4%

↑

Gross Margin

43.1%

↑

Debt/Equity

N/A

•
52-Week Range$628
$611$1024

TradingView lightweight chart

4428.T price, volumen y niveles de valoración

Último $628.00Periodo -61.0%
Fair value: $628.00

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

+11.9%

FCF CAGR

+51.0%

FCF margin

14.0%

FCF / Net income

1.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.04B · net income $217.0M · FCF $285.9M

2022-FY → 2025-FY

Gross margin

43.1%-5.2% pts

Operating margin

15.2%-0.3% pts

Net margin

10.6%+0.1% pts

FCF margin

14.0%+8.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.04B$2.04B$1.78B$1.73B$1.46B
Net Income$217.0M$217.0M$108.2M$206.2M$153.5M
EBITDA$435.7M$435.7M$275.5M$354.6M$307.9M
EPS——17.3833.1524.69
Gross Margin43.1%43.1%40.9%49.4%48.2%
Operating Margin15.2%15.2%8.7%15.7%15.4%
Net Margin10.6%10.6%6.1%11.9%10.5%
Balance Sheet
Debt/Equity————0.02
Current Ratio4.804.80———
Cash Flow
Free Cash Flow$285.9M$285.9M$-96.0M$155.5M$83.0M
Returns
ROE11.4%11.4%6.1%11.7%9.9%
Valuation
P/E18.1118.1144.3630.3848.60
EV/EBITDA6.026.0215.2115.3220.10
P/B2.072.072.723.544.83
Growth & Yield
Revenue Growth14.9%14.9%2.8%18.8%—
EPS Growth——-47.6%34.3%—
Dividend Yield2.7%2.7%———

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 -26.7%

Total return

-26.7%

Start / end P/E

n/dx → n/dx

EPS bridge

17.38 → n/d

Residual

-29.4%

EPS growthn/d
Multiple reratingn/d
Dividend+2.7%
Residual / FX / buybacks / cross-term-29.4%

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.