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v0.1
4680.T$878.40-2.29%
Fair $878.40+0.0%

4680.T

Round One Corporation

Consumer Cyclical / LeisureTokyo

$878.40

-20.60 (-2.29%)

Fairly Valued+0.0%Fair Value $878.40Fund rank 28/100 · Data gapFallback financials|
SA 29/D
F-Score: 4/9
High DebtDeclining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $42.3B · quality 31.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Debt-to-Equity ratio is 2.35, above the 2.0 threshold Revenue has declined for 2 consecutive years
Thesis & Journal · 4680.TLocal privado en este navegador · Round One Corporation
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

$230.9B

P/E

15.0x

↓

EV/EBITDA

6.7x

↓

ROE

6.4%

↑

Gross Margin

87.6%

↑

Debt/Equity

2.35

↑
52-Week Range$878
$788$1658

TradingView lightweight chart

4680.T price, volumen y niveles de valoración

Último $878.40Periodo -28.8%
Fair value: $878.40

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

-52.3%

FCF CAGR

+26.2%

FCF margin

404.7%

FCF / Net income

9.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.46B · net income $4.28B · FCF $42.34B

2022-FY → 2025-FY

Gross margin

87.6%+85.5% pts

Operating margin

79.6%+81.3% pts

Net margin

40.9%+36.8% pts

FCF margin

404.7%+382.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.46B$10.46B$97.99B$142.05B$96.42B
Net Income$4.28B$4.28B$9.85B$9.74B$3.94B
EBITDA$50.85B$50.85B$55.93B$35.68B$21.55B
EPS57.2257.2257.9934.0114.00
Gross Margin87.6%87.6%16.8%15.0%2.1%
Operating Margin79.6%79.6%17.1%11.9%-1.8%
Net Margin40.9%40.9%10.1%6.9%4.1%
Balance Sheet
Debt/Equity2.352.352.152.551.29
Current Ratio1.071.07———
Cash Flow
Free Cash Flow$42.34B$42.34B$47.40B$24.00B$21.05B
Returns
ROE6.4%6.4%15.0%17.0%7.2%
Valuation
P/E14.9614.9612.5215.0833.29
EV/EBITDA6.746.745.387.407.21
P/B3.543.542.992.562.40
Growth & Yield
Revenue Growth-89.3%-89.3%-31.0%47.3%—
EPS Growth-1.3%-1.3%70.5%142.9%—
Dividend Yield2.0%2.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

10.9%

razonable

EPS terminal req.

$77.94

Spread vs growth

-12.2%

5Y implied EPS CAGR

10.5%

razonable

EPS terminal req.

$94.31

Spread vs growth

-11.8%

10Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$151.89

Spread vs growth

-11.6%

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 -11.0%

Total return

-11.0%

Start / end P/E

17.4x → 15.4x

EPS bridge

57.99 → 57.22

Residual

+0.2%

EPS growth-1.3%
Multiple rerating-11.9%
Dividend+2.0%
Residual / FX / buybacks / cross-term+0.2%

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.