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476A.T$1434.00-0.56%
Fair $1434.00+0.0%

476A.T

476A.T

Industrials / Consulting ServicesTokyo

$1434.00

-8.00 (-0.56%)

Fairly Valued+0.0%Fair Value $1434.00Fund rank 38/100 · Data gapFallback financials|
SA 50/C
F-Score: 8/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $89.3M · quality 84.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

50/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 476A.TLocal privado en este navegador · 476A.T
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

$2.9B

P/E

21.1x

↑

EV/EBITDA

6.9x

↓

ROE

16.8%

↑

Gross Margin

53.3%

↑

Debt/Equity

0.19

↓
52-Week Range$1434
$1414$3325

TradingView lightweight chart

476A.T price, volumen y niveles de valoración

Último $1,414Periodo -49.7%
Fair value: $1,434

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+80.1%

FCF CAGR

+81.6%

FCF margin

8.2%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.12B · net income $169.5M · FCF $174.5M

2023-FY → 2025-FY

Gross margin

53.3%-9.6% pts

Operating margin

15.1%+7.1% pts

Net margin

8.0%-2.5% pts

FCF margin

8.2%+0.1% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$2.12B$2.12B$1.29B$655.0M
Net Income$169.5M$169.5M$78.5M$68.6M
EBITDA$299.4M$299.4M$125.4M$105.4M
EPS86.8386.8340.2435.14
Gross Margin53.3%53.3%50.7%62.9%
Operating Margin15.1%15.1%8.5%8.0%
Net Margin8.0%8.0%6.1%10.5%
Balance Sheet
Debt/Equity0.190.190.350.16
Current Ratio3.883.88——
Cash Flow
Free Cash Flow$174.5M$174.5M$89.3M$52.9M
Returns
ROE16.8%16.8%9.3%42.4%
Valuation
P/E21.0921.09——
EV/EBITDA6.866.86——
P/B2.772.77——
Growth & Yield
Revenue Growth64.5%64.5%97.1%—
EPS Growth115.8%115.8%14.5%—

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

13.6%

razonable

EPS terminal req.

$127.24

Spread vs growth

102.2%

5Y implied EPS CAGR

12.1%

razonable

EPS terminal req.

$153.96

Spread vs growth

103.6%

10Y implied EPS CAGR

11.1%

razonable

EPS terminal req.

$247.96

Spread vs growth

104.7%

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 · available periodreconcilia total -49.7%

Total return

-49.7%

Start / end P/E

69.8x → 16.3x

EPS bridge

40.24 → 86.83

Residual

-88.8%

EPS growth+115.8%
Multiple rerating-76.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-88.8%

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.