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479A.T$1392.00-0.43%
Fair $1392.00+0.0%

479A.T

479A.T

Technology / Software - InfrastructureTokyo

$1392.00

-6.00 (-0.43%)

Fairly Valued+0.0%Fair Value $1392.00Fund rank 28/100 · Data gapFallback financials|
SA 34/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-344.4M · quality 49.0/100

Data gap 28/100
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

34/100

D

Piotroski

6/9

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 · 479A.TLocal privado en este navegador · 479A.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

$6.2B

P/E

12.0x

↓

EV/EBITDA

12.0x

↓

ROE

32.7%

↑

Gross Margin

91.0%

↑

Debt/Equity

0.65

↑
52-Week Range$1392
$1261$2099

TradingView lightweight chart

479A.T price, volumen y niveles de valoración

Último $1,392Periodo -20.2%
Fair value: $1,392

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

+38.6%

FCF CAGR

—

FCF margin

14.9%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.23B · net income $533.6M · FCF $481.0M

2023-FY → 2025-FY

Gross margin

91.0%+9.7% pts

Operating margin

11.4%+53.9% pts

Net margin

16.5%+59.8% pts

FCF margin

14.9%+56.4% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$3.23B$3.23B$2.20B$1.68B
Net Income$533.6M$533.6M$-270.5M$-729.5M
EBITDA$391.8M$391.8M$-364.2M$-704.8M
EPS——-65.45-176.53
Gross Margin91.0%91.0%83.6%81.3%
Operating Margin11.4%11.4%-17.5%-42.5%
Net Margin16.5%16.5%-12.3%-43.3%
Balance Sheet
Debt/Equity0.650.651.070.96
Current Ratio3.563.56——
Cash Flow
Free Cash Flow$481.0M$481.0M$-344.4M$-700.0M
Returns
ROE32.7%32.7%-40.8%-79.0%
Valuation
P/E12.0212.02——
EV/EBITDA11.9911.99——
P/B3.743.74——
Growth & Yield
Revenue Growth47.1%47.1%30.5%—
EPS Growth——62.9%—

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 · available periodreconcilia total -20.2%

Total return

-20.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-65.45 → n/d

Residual

-20.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-20.2%

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.