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5126.T$1324.00-2.14%
Fair $1324.00+0.0%

5126.T

PORTERS Corporation

Technology / Software - InfrastructureTokyo

$1324.00

-29.00 (-2.14%)

Fairly Valued+0.0%Fair Value $1324.00Fund rank 23/100 · Data gapFallback financials|
SA 35/D
F-Score: 3/9
Margin Compression

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 15%

FCF escenarios

weak_data · normalized FCF $-62.0M · quality 31.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

35/100

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 5126.TLocal privado en este navegador · PORTERS 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

$2.2B

P/E

17.3x

↓

EV/EBITDA

3.2x

↓

ROE

9.4%

↑

Gross Margin

74.9%

↑

Debt/Equity

N/A

•
52-Week Range$1324
$1300$2220

TradingView lightweight chart

5126.T price, volumen y niveles de valoración

Último $1,324Periodo -57.3%
Fair value: $1,324

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

+18.3%

FCF CAGR

—

FCF margin

-2.9%

FCF / Net income

-0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.14B · net income $129.0M · FCF $-62.0M

2022-FY → 2025-FY

Gross margin

74.9%-4.4% pts

Operating margin

16.8%-9.4% pts

Net margin

6.0%-11.2% pts

FCF margin

-2.9%-23.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.14B$2.14B$1.92B$1.59B$1.29B
Net Income$129.0M$129.0M$268.0M$267.0M$222.6M
EBITDA$390.0M$390.0M$418.0M$386.0M$333.2M
EPS——159.37159.89135.42
Gross Margin74.9%74.9%76.8%80.2%79.3%
Operating Margin16.8%16.8%20.4%23.8%26.2%
Net Margin6.0%6.0%13.9%16.8%17.3%
Balance Sheet
Debt/Equity————0.05
Current Ratio5.105.10———
Cash Flow
Free Cash Flow$-62.0M$-62.0M$-287.0M$298.0M$261.9M
Returns
ROE9.4%9.4%20.1%25.7%28.9%
Valuation
P/E17.3317.3312.7913.1513.32
EV/EBITDA3.163.166.246.216.21
P/B1.571.572.573.383.84
Growth & Yield
Revenue Growth11.1%11.1%21.2%23.0%—
EPS Growth——-0.3%18.1%—

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 -33.0%

Total return

-33.0%

Start / end P/E

n/dx → n/dx

EPS bridge

159.37 → n/d

Residual

-33.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-33.0%

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.