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4694.T$3450.00+2.15%
Fair $3450.00+0.0%

4694.T

BML, Inc.

Healthcare / Diagnostics & ResearchTokyo

$3450.00

+75.00 (+2.15%)

Fairly Valued+0.0%Fair Value $3450.00Fund rank 27/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9
Margin CompressionLow 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-849.0M · quality 46.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

52/100

C

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: 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. Operating margin has declined for 3 consecutive years ROE is 4.8%, below the 5% threshold
Thesis & Journal · 4694.TLocal privado en este navegador · BML, 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

$129.3B

P/E

17.0x

↓

EV/EBITDA

4.1x

↓

ROE

4.8%

↑

Gross Margin

32.0%

↓

Debt/Equity

0.04

↓
52-Week Range$3450
$2885$4385

TradingView lightweight chart

4694.T price, volumen y niveles de valoración

Último $3,560Periodo +81.6%
Fair value: $3,450

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

-8.4%

FCF CAGR

—

FCF margin

-0.6%

FCF / Net income

-0.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $143.19B · net income $6.26B · FCF $-849.0M

2022-FY → 2025-FY

Gross margin

32.0%-14.7% pts

Operating margin

6.5%-19.7% pts

Net margin

4.4%-13.8% pts

FCF margin

-0.6%-21.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$143.19B$143.19B$137.96B$159.46B$186.07B
Net Income$6.26B$6.26B$6.03B$15.58B$33.74B
EBITDA$17.51B$17.51B$16.33B$30.48B$56.16B
EPS160.55160.55154.74395.62832.62
Gross Margin32.0%32.0%33.1%38.5%46.7%
Operating Margin6.5%6.5%6.6%15.0%26.3%
Net Margin4.4%4.4%4.4%9.8%18.1%
Balance Sheet
Debt/Equity0.040.040.040.030.03
Current Ratio2.492.49———
Cash Flow
Free Cash Flow$-849.0M$-849.0M$-6.48B$5.28B$38.52B
Returns
ROE4.8%4.8%4.8%12.7%29.0%
Valuation
P/E16.9716.9718.907.633.87
EV/EBITDA4.134.132.771.200.75
P/B1.041.040.910.971.12
Growth & Yield
Revenue Growth3.8%3.8%-13.5%-14.3%—
EPS Growth3.8%3.8%-60.9%-52.5%—
Dividend Yield3.5%3.5%———

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

24.0%

exigente

EPS terminal req.

$306.13

Spread vs growth

-20.2%

5Y implied EPS CAGR

18.2%

exigente

EPS terminal req.

$370.42

Spread vs growth

-14.4%

10Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$596.56

Spread vs growth

-10.3%

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

18.7x → 22.2x

EPS bridge

154.74 → 160.55

Residual

+0.7%

EPS growth+3.8%
Multiple rerating+18.7%
Dividend+3.5%
Residual / FX / buybacks / cross-term+0.7%

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.