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4889.T$1326.00+1.22%
Fair $1326.00+0.0%

4889.T

Renascience Inc.

Healthcare / Medical DevicesTokyo

$1326.00

+16.00 (+1.22%)

Fairly Valued+0.0%Fair Value $1326.00Fund rank 27/100 · Data gapFallback financials|
SA 19/F
F-Score: 4/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-232.1M · quality 58.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

19/100

F

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: 0unknown: 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.
Thesis & Journal · 4889.TLocal privado en este navegador · Renascience 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

$18.3B

P/E

148.7x

↑

EV/EBITDA

N/A

•

ROE

6.6%

↑

Gross Margin

97.2%

↑

Debt/Equity

N/A

•
52-Week Range$1326
$1108$3310

TradingView lightweight chart

4889.T price, volumen y niveles de valoración

Último $1,326Periodo +60.5%
Fair value: $1,326

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

-1.6%

FCF CAGR

—

FCF margin

-133.5%

FCF / Net income

-1.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $132.7M · net income $113.4M · FCF $-177.1M

2022-FY → 2025-FY

Gross margin

97.2%+39.1% pts

Operating margin

-134.8%+16.6% pts

Net margin

85.5%+268.0% pts

FCF margin

-133.5%+32.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$132.7M$132.7M$194.2M$100.5M$139.3M
Net Income$113.4M$113.4M$-258.3M$-335.8M$-254.3M
EBITDA$-178.8M$-178.8M$-250.5M$-332.5M$-244.6M
EPS8.928.92-20.32-26.42-22.33
Gross Margin97.2%97.2%85.3%99.8%58.1%
Operating Margin-134.8%-134.8%-130.0%-332.1%-151.3%
Net Margin85.5%85.5%-133.0%-334.0%-182.5%
Balance Sheet
Debt/Equity——0.220.170.09
Current Ratio19.4619.46———
Cash Flow
Free Cash Flow$-177.1M$-177.1M$-232.1M$-286.9M$-231.7M
Returns
ROE6.6%6.6%-16.1%-18.0%-11.6%
Valuation
P/E148.65148.65———
P/B9.809.802.693.272.26
Growth & Yield
Revenue Growth-31.7%-31.7%93.1%-27.8%—
EPS Growth143.9%143.9%23.1%-18.3%—

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

136.3%

muy exigente

EPS terminal req.

$117.66

Spread vs growth

7.6%

5Y implied EPS CAGR

74.0%

muy exigente

EPS terminal req.

$142.37

Spread vs growth

69.9%

10Y implied EPS CAGR

38.4%

muy exigente

EPS terminal req.

$229.29

Spread vs growth

105.5%

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 -28.4%

Total return

-28.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-20.32 → 8.92

Residual

-28.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-28.4%

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.