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4479.T$867.00+4.58%
Fair $867.00+0.0%

4479.T

Makuake, Inc.

Financial Services / Asset ManagementTokyo

$867.00

+38.00 (+4.58%)

Fairly Valued+0.0%Fair Value $867.00Fund rank 25/100 · Data gapFallback financials|
SA 29/D
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 0.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

29/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 4479.TLocal privado en este navegador · Makuake, 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

$11.1B

P/E

17.2x

↑

EV/EBITDA

8.1x

↓

ROE

7.5%

↑

Gross Margin

75.0%

↑

Debt/Equity

N/A

•
52-Week Range$867
$675$1345

TradingView lightweight chart

4479.T price, volumen y niveles de valoración

Último $868.00Periodo -70.9%
Fair value: $867.00

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

+2.9%

FCF CAGR

—

FCF margin

18.2%

FCF / Net income

2.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.58B · net income $407.3M · FCF $832.7M

2022-FY → 2025-FY

Gross margin

75.0%-4.8% pts

Operating margin

9.8%+17.5% pts

Net margin

8.9%+40.9% pts

FCF margin

18.2%+50.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.58B$4.58B$3.65B$3.81B$4.21B
Net Income$407.3M$407.3M$-103.6M$-491.1M$-1.35B
EBITDA$625.0M$625.0M$56.2M$-460.6M$-162.8M
EPS——-8.16-38.98-107.55
Gross Margin75.0%75.0%76.0%80.3%79.8%
Operating Margin9.8%9.8%-1.7%-12.8%-7.7%
Net Margin8.9%8.9%-2.8%-12.9%-32.0%
Balance Sheet
Current Ratio3.303.30———
Cash Flow
Free Cash Flow$832.7M$832.7M$-1.48B$-921.8M$-1.34B
Returns
ROE7.5%7.5%-2.1%-9.6%-24.2%
Valuation
P/E17.2217.22———
EV/EBITDA8.138.1324.92——
P/B2.042.041.292.423.03
Growth & Yield
Revenue Growth25.3%25.3%-4.1%-9.4%—
EPS Growth——79.1%63.8%—

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 +22.6%

Total return

+22.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-8.16 → n/d

Residual

+22.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+22.6%

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.