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5026.T$637.00-0.95%
Fair $637.00+0.0%

5026.T

Tripleize Co.,Ltd.

Technology / Information Technology ServicesTokyo

$637.00

-6.00 (-0.95%)

Fairly Valued+0.0%Fair Value $637.00Fund rank 25/100 · Data gapFallback financials|
SA 23/D
F-Score: 3/9
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-174.0M · quality 42.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

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: 1unknown: 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. ROE is -20.7%, below the 5% threshold
Thesis & Journal · 5026.TLocal privado en este navegador · Tripleize 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

$5.3B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-20.7%

↓

Gross Margin

30.3%

↓

Debt/Equity

0.97

↑
52-Week Range$637
$557$1525

TradingView lightweight chart

5026.T price, volumen y niveles de valoración

Último $625.00Periodo -71.6%
Fair value: $637.00

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

+33.1%

FCF CAGR

—

FCF margin

-3.0%

FCF / Net income

0.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.71B · net income $-344.0M · FCF $-174.0M

2022-FY → 2025-FY

Gross margin

30.3%+1.7% pts

Operating margin

-1.1%-6.6% pts

Net margin

-6.0%-10.7% pts

FCF margin

-3.0%+4.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.71B$5.71B$4.41B$2.35B$2.42B
Net Income$-344.0M$-344.0M$77.0M$-825.3M$112.3M
EBITDA$-16.0M$-16.0M$68.1M$-779.3M$140.4M
EPS-41.30-41.3010.27-118.6716.72
Gross Margin30.3%30.3%33.4%24.6%28.6%
Operating Margin-1.1%-1.1%0.9%-11.5%5.5%
Net Margin-6.0%-6.0%1.7%-35.2%4.6%
Balance Sheet
Debt/Equity0.970.972.734.830.25
Current Ratio1.431.43———
Cash Flow
Free Cash Flow$-174.0M$-174.0M$-17.2M$-387.8M$-171.4M
Returns
ROE-20.7%-20.7%9.0%-248.5%9.7%
Valuation
P/E——166.31—82.54
EV/EBITDA——198.40—60.41
P/B3.193.1915.0515.818.01
Growth & Yield
Revenue Growth29.6%29.6%88.0%-3.2%—
EPS Growth-502.1%-502.1%108.7%-809.7%—

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 -36.5%

Total return

-36.5%

Start / end P/E

n/dx → n/dx

EPS bridge

10.27 → -41.30

Residual

-36.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-36.5%

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.