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4481.T$3115.00+0.48%
Fair $3115.00+0.0%

4481.T

Base Co., Ltd.

Technology / Software - ApplicationTokyo

$3115.00

+15.00 (+0.48%)

Fairly Valued+0.0%Fair Value $3115.00Fund rank 35/100 · Data gapFallback financials|
SA 38/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.9B · quality 68.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 90/100Data 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

38/100

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 · 4481.TLocal privado en este navegador · Base Co., Ltd.
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

$56.5B

P/E

13.7x

↓

EV/EBITDA

7.5x

↓

ROE

29.6%

↑

Gross Margin

32.3%

↓

Debt/Equity

N/A

•
52-Week Range$3115
$2951$3820

TradingView lightweight chart

4481.T price, volumen y niveles de valoración

Último $3,115Periodo +147.5%
Fair value: $3,115

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

+8.5%

FCF CAGR

+7.0%

FCF margin

20.5%

FCF / Net income

1.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.79B · net income $4.22B · FCF $4.46B

2022-FY → 2025-FY

Gross margin

32.3%+3.5% pts

Operating margin

26.4%+3.4% pts

Net margin

19.4%+3.4% pts

FCF margin

20.5%-0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.79B$21.79B$20.23B$18.71B$17.05B
Net Income$4.22B$4.22B$3.87B$3.43B$2.73B
EBITDA$5.82B$5.82B$5.26B$4.72B$3.97B
EPS——205.21181.29143.88
Gross Margin32.3%32.3%31.9%31.1%28.8%
Operating Margin26.4%26.4%25.8%25.1%22.9%
Net Margin19.4%19.4%19.1%18.4%16.0%
Balance Sheet
Debt/Equity———0.000.01
Current Ratio6.756.75———
Cash Flow
Free Cash Flow$4.46B$4.46B$3.86B$3.24B$3.64B
Returns
ROE29.6%29.6%29.3%28.3%26.4%
Valuation
P/E13.7013.7014.0119.2223.80
EV/EBITDA7.497.498.1111.7613.81
P/B3.963.964.105.436.28
Growth & Yield
Revenue Growth7.7%7.7%8.1%9.8%—
EPS Growth——13.2%26.0%—
Dividend Yield4.1%4.1%———

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 +0.8%

Total return

+0.8%

Start / end P/E

n/dx → n/dx

EPS bridge

205.21 → n/d

Residual

-3.3%

EPS growthn/d
Multiple reratingn/d
Dividend+4.1%
Residual / FX / buybacks / cross-term-3.3%

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.