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4934.T$629.00-1.60%
Fair $629.00+0.0%

4934.T

Premier Anti-Aging Co., Ltd.

Consumer Defensive / Household & Personal ProductsTokyo

$629.00

-10.00 (-1.60%)

Fairly Valued+0.0%Fair Value $629.00Fund rank 24/100 · Data gapFallback financials|
SA 19/F
F-Score: 3/9
Declining RevenueLow 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 17%

FCF escenarios

weak_data · normalized FCF $-395.0M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

3/9

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. Revenue has declined for 2 consecutive years ROE is -24.2%, below the 5% threshold
Thesis & Journal · 4934.TLocal privado en este navegador · Premier Anti-Aging Co., Ltd.
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

$5.5B

P/E

18.8x

↑

EV/EBITDA

N/A

•

ROE

-24.2%

↓

Gross Margin

79.1%

↑

Debt/Equity

0.40

↑
52-Week Range$629
$576$979

TradingView lightweight chart

4934.T price, volumen y niveles de valoración

Último $615.00Periodo -88.3%
Fair value: $629.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-14.7%

FCF CAGR

—

FCF margin

-1.9%

FCF / Net income

0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.36B · net income $-1.48B · FCF $-395.0M

2021-FY → 2024-FY

Gross margin

79.1%-1.5% pts

Operating margin

0.7%-13.6% pts

Net margin

-7.3%-15.8% pts

FCF margin

-1.9%-10.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$20.36B$20.36B$26.40B$33.91B$32.81B
Net Income$-1.48B$-1.48B$-733.0M$1.42B$2.79B
EBITDA$-630.0M$-630.0M$-433.0M$2.67B$4.71B
EPS-170.10-170.10-84.17163.11—
Gross Margin79.1%79.1%72.9%78.5%80.5%
Operating Margin0.7%0.7%-2.3%7.1%14.3%
Net Margin-7.3%-7.3%-2.8%4.2%8.5%
Balance Sheet
Debt/Equity0.400.400.300.170.13
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$-395.0M$-395.0M$1.64B$-3.53B$2.68B
Returns
ROE-24.2%-24.2%-9.6%17.1%40.5%
Valuation
P/E18.7618.76—11.92—
EV/EBITDA———5.7728.29
P/B0.900.901.162.0320.06
Growth & Yield
Revenue Growth-22.9%-22.9%-22.2%3.3%—
EPS Growth-102.1%-102.1%-151.6%——

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 -31.3%

Total return

-31.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-84.17 → -170.10

Residual

-31.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-31.3%

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.