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5132.T$1581.00-9.33%
Fair $1581.00+0.0%

5132.T

pluszero, Inc.

Technology / Software - InfrastructureTokyo

$1581.00

-157.00 (-9.33%)

Fairly Valued+0.0%Fair Value $1581.00Fund rank 29/100 · Data gapFallback financials|
SA 33/D
F-Score: 5/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $113.9M · quality 49.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

33/100

D

Piotroski

5/9

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 · 5132.TLocal privado en este navegador · pluszero, 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

$12.4B

P/E

35.0x

↑

EV/EBITDA

19.1x

↑

ROE

24.2%

↑

Gross Margin

58.5%

↑

Debt/Equity

N/A

•
52-Week Range$1581
$1509$4495

TradingView lightweight chart

5132.T price, volumen y niveles de valoración

Último $1,525Periodo +1.6%
Fair value: $1,581

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

+28.7%

FCF CAGR

+45.5%

FCF margin

17.5%

FCF / Net income

0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.55B · net income $366.5M · FCF $271.3M

2022-FY → 2025-FY

Gross margin

58.5%-2.4% pts

Operating margin

33.4%+15.8% pts

Net margin

23.7%+7.1% pts

FCF margin

17.5%+5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.55B$1.55B$1.22B$894.1M$726.1M
Net Income$366.5M$366.5M$153.9M$120.8M$120.6M
EBITDA$582.4M$582.4M$290.0M$178.8M$145.7M
EPS——18.8014.7817.16
Gross Margin58.5%58.5%57.6%59.9%60.9%
Operating Margin33.4%33.4%20.6%18.2%17.6%
Net Margin23.7%23.7%12.6%13.5%16.6%
Balance Sheet
Current Ratio7.677.67———
Cash Flow
Free Cash Flow$271.3M$271.3M$113.9M$399000.00$88.0M
Returns
ROE24.2%24.2%13.6%12.7%14.7%
Valuation
P/E35.0235.02121.38111.86119.08
EV/EBITDA19.0919.0961.2971.3093.04
P/B8.128.1216.5614.2317.51
Growth & Yield
Revenue Growth26.9%26.9%36.3%23.1%—
EPS Growth——27.2%-13.9%—

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 -43.3%

Total return

-43.3%

Start / end P/E

n/dx → n/dx

EPS bridge

18.80 → n/d

Residual

-43.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-43.3%

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.