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5029.T$791.00-1.00%
Fair $791.00+0.0%

5029.T

circlace Inc

Technology / Software - ApplicationTokyo

$791.00

-8.00 (-1.00%)

Fairly Valued+0.0%Fair Value $791.00Fund rank 27/100 · Data gapFallback financials|
SA 63/B
F-Score: 7/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $93.2M · quality 43.7/100

Data gap 27/100
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

63/100

B

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: 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 · 5029.TLocal privado en este navegador · circlace 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

$3.5B

P/E

18.4x

↓

EV/EBITDA

14.5x

↑

ROE

11.6%

↑

Gross Margin

46.2%

↑

Debt/Equity

0.21

↓
52-Week Range$791
$540$1744

TradingView lightweight chart

5029.T price, volumen y niveles de valoración

Último $791.00Periodo -59.2%
Fair value: $791.00

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

+18.8%

FCF CAGR

+22.1%

FCF margin

5.4%

FCF / Net income

1.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.80B · net income $115.4M · FCF $205.1M

2022-FY → 2025-FY

Gross margin

46.2%-7.7% pts

Operating margin

5.4%-1.3% pts

Net margin

3.0%-4.7% pts

FCF margin

5.4%+0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.80B$3.80B$2.90B$2.53B$2.27B
Net Income$115.4M$115.4M$-67.4M$11.0M$175.6M
EBITDA$193.3M$193.3M$-35.3M$66.3M$154.5M
EPS42.1342.13-9.192.5352.41
Gross Margin46.2%46.2%50.0%49.7%53.9%
Operating Margin5.4%5.4%-2.9%3.5%6.6%
Net Margin3.0%3.0%-2.3%0.4%7.7%
Balance Sheet
Debt/Equity0.210.210.290.160.91
Current Ratio2.312.31———
Cash Flow
Free Cash Flow$205.1M$205.1M$93.2M$-105.4M$112.7M
Returns
ROE11.6%11.6%-8.6%1.4%79.9%
Valuation
P/E18.3718.37—236.36—
EV/EBITDA14.4614.46—31.08—
P/B3.443.442.673.23—
Growth & Yield
Revenue Growth31.1%31.1%14.8%11.5%—
EPS Growth558.4%558.4%-463.2%-95.2%—

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

18.5%

exigente

EPS terminal req.

$70.19

Spread vs growth

539.9%

5Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$84.93

Spread vs growth

543.4%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$136.78

Spread vs growth

545.9%

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 -50.4%

Total return

-50.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-9.19 → 42.13

Residual

-50.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-50.4%

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.