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v0.1
4888.T$332.00-2.06%
Fair $332.00+0.0%

4888.T

Stella Pharma Corporation

Healthcare / BiotechnologyTokyo

$332.00

-7.00 (-2.06%)

Fairly Valued+0.0%Fair Value $332.00Fund rank 30/100 · Data gapFallback financials|
SA 23/D
F-Score: 7/9
Low 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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-857.0M · quality 60.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

23/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific biotech pipeline model required: targets are disabled until product, probability, peak-sales and cash-runway data exists. ROE is -4.4%, below the 5% threshold
Thesis & Journal · 4888.TLocal privado en este navegador · Stella Pharma 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

$11.3B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-4.4%

↓

Gross Margin

88.0%

↑

Debt/Equity

0.24

↑
52-Week Range$332
$200$995

TradingView lightweight chart

4888.T price, volumen y niveles de valoración

Último $332.00Periodo -61.5%
Fair value: $332.00

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

+112.5%

FCF CAGR

—

FCF margin

13.3%

FCF / Net income

-0.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $961.1M · net income $-140.8M · FCF $128.0M

2022-FY → 2025-FY

Gross margin

88.0%+3.2% pts

Operating margin

-9.4%+731.8% pts

Net margin

-14.7%+752.3% pts

FCF margin

13.3%+1139.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$961.1M$961.1M$269.5M$229.1M$100.1M
Net Income$-140.8M$-140.8M$-763.7M$-778.8M$-767.7M
EBITDA$-99.1M$-99.1M$-723.9M$-738.3M$-726.9M
EPS-4.22-4.22-24.66-26.97-27.34
Gross Margin88.0%88.0%80.6%90.3%84.8%
Operating Margin-9.4%-9.4%-282.1%-352.2%-741.2%
Net Margin-14.7%-14.7%-283.4%-340.0%-767.0%
Balance Sheet
Debt/Equity0.240.240.390.400.41
Current Ratio16.8116.81———
Cash Flow
Free Cash Flow$128.0M$128.0M$-887.8M$-857.0M$-1.13B
Returns
ROE-4.4%-4.4%-32.1%-28.3%-24.9%
Valuation
P/B3.463.463.583.905.36
Growth & Yield
Revenue Growth256.6%256.6%17.6%128.8%—
EPS Growth82.9%82.9%8.6%1.4%—

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 -2.1%

Total return

-2.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-24.66 → -4.22

Residual

-2.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.1%

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.