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519A.T$506.00-0.59%
Fair $506.00+0.0%

519A.T

Basic Inc.

Technology / Software - InfrastructureTokyo

$506.00

-3.00 (-0.59%)

Fairly Valued+0.0%Fair Value $506.00Fund rank 29/100 · Data gapFallback financials|
SA 38/D
F-Score: 6/9

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 19%

FCF escenarios

weak_data · normalized FCF $-257.7M · quality 53.7/100

Data gap 29/100
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

38/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 519A.TLocal privado en este navegador · Basic 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

$3.0B

P/E

8.7x

↓

EV/EBITDA

9.2x

↓

ROE

47.8%

↑

Gross Margin

80.2%

↑

Debt/Equity

0.25

↑
52-Week Range$506
$467$835

TradingView lightweight chart

519A.T price, volumen y niveles de valoración

Último $506.00Periodo -36.8%
Fair value: $506.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+20.8%

FCF CAGR

—

FCF margin

8.6%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.28B · net income $345.0M · FCF $195.7M

2023-FY → 2025-FY

Gross margin

80.2%+3.0% pts

Operating margin

11.9%+39.8% pts

Net margin

15.2%+42.4% pts

FCF margin

8.6%+36.3% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$2.28B$2.28B$1.82B$1.56B
Net Income$345.0M$345.0M$-162.5M$-424.4M
EBITDA$279.1M$279.1M$-177.9M$-413.1M
EPS——-27.53-71.88
Gross Margin80.2%80.2%77.5%77.2%
Operating Margin11.9%11.9%-10.1%-27.9%
Net Margin15.2%15.2%-8.9%-27.2%
Balance Sheet
Debt/Equity0.250.251.150.94
Current Ratio3.133.13——
Cash Flow
Free Cash Flow$195.7M$195.7M$-257.7M$-432.3M
Returns
ROE47.8%47.8%-43.1%-78.6%
Valuation
P/E8.668.66——
EV/EBITDA9.249.24——
P/B4.144.14——
Growth & Yield
Revenue Growth24.9%24.9%16.8%—
EPS Growth——61.7%—

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 · available periodreconcilia total -36.8%

Total return

-36.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-27.53 → n/d

Residual

-36.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-36.8%

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.