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5134.T$488.00-1.01%
Fair $488.00+0.0%

5134.T

POPER Co.,Ltd.

Technology / Software - ApplicationTokyo

$488.00

-5.00 (-1.01%)

Fairly Valued+0.0%Fair Value $488.00Fund rank 28/100 · Data gapFallback financials|
SA 59/C
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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $51.6M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

59/100

C

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 · 5134.TLocal privado en este navegador · POPER 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

$1.9B

P/E

14.5x

↓

EV/EBITDA

7.3x

↓

ROE

15.8%

↑

Gross Margin

75.2%

↑

Debt/Equity

0.15

↓
52-Week Range$488
$431$1529

TradingView lightweight chart

5134.T price, volumen y niveles de valoración

Último $488.00Periodo -51.2%
Fair value: $488.00

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

+27.8%

FCF CAGR

—

FCF margin

13.7%

FCF / Net income

1.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.39B · net income $138.8M · FCF $190.0M

2022-FY → 2025-FY

Gross margin

75.2%+3.6% pts

Operating margin

12.6%+15.6% pts

Net margin

10.0%+8.8% pts

FCF margin

13.7%+15.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.39B$1.39B$1.07B$829.2M$665.3M
Net Income$138.8M$138.8M$83.7M$26.4M$7.9M
EBITDA$165.6M$165.6M$81.6M$37.4M$-22.9M
EPS——20.876.632.25
Gross Margin75.2%75.2%74.5%73.6%71.6%
Operating Margin12.6%12.6%6.8%4.5%-3.1%
Net Margin10.0%10.0%7.8%3.2%1.2%
Balance Sheet
Debt/Equity0.150.150.260.180.40
Current Ratio4.134.13———
Cash Flow
Free Cash Flow$190.0M$190.0M$51.6M$3.0M$-14.8M
Returns
ROE15.8%15.8%11.6%4.1%1.9%
Valuation
P/E14.4514.4526.5091.40—
EV/EBITDA7.277.2720.8049.92—
P/B2.202.203.063.78—
Growth & Yield
Revenue Growth29.7%29.7%29.2%24.6%—
EPS Growth——214.8%195.1%—

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 -51.0%

Total return

-51.0%

Start / end P/E

n/dx → n/dx

EPS bridge

20.87 → n/d

Residual

-51.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-51.0%

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.