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v0.1
5247.T$581.00-2.68%
Fair $581.00+0.0%

5247.T

BTM, Inc.

Technology / Information Technology ServicesTokyo

$581.00

-16.00 (-2.68%)

Fairly Valued+0.0%Fair Value $581.00Fund rank 31/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9

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 $25.2M · quality 56.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

36/100

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: 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 · 5247.TLocal privado en este navegador · BTM, 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

$1.6B

P/E

25.7x

↑

EV/EBITDA

13.7x

↑

ROE

9.5%

↑

Gross Margin

15.1%

↓

Debt/Equity

0.52

↑
52-Week Range$581
$581$1336

TradingView lightweight chart

5247.T price, volumen y niveles de valoración

Último $581.00Periodo -37.2%
Fair value: $581.00

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

-44.4%

FCF margin

0.3%

FCF / Net income

0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.10B · net income $62.5M · FCF $12.9M

2022-FY → 2025-FY

Gross margin

15.1%-0.8% pts

Operating margin

1.8%-0.5% pts

Net margin

1.2%-0.9% pts

FCF margin

0.3%-2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.10B$5.10B$4.15B$3.55B$3.04B
Net Income$62.5M$62.5M$110.5M$77.7M$65.6M
EBITDA$93.3M$93.3M$155.2M$119.4M$76.6M
EPS21.4221.4237.5229.4228.30
Gross Margin15.1%15.1%16.2%16.8%15.9%
Operating Margin1.8%1.8%3.7%3.7%2.3%
Net Margin1.2%1.2%2.7%2.2%2.2%
Balance Sheet
Debt/Equity0.520.520.470.692.83
Current Ratio1.691.69———
Cash Flow
Free Cash Flow$12.9M$12.9M$25.2M$131.2M$75.2M
Returns
ROE9.5%9.5%18.3%16.2%47.7%
Valuation
P/E25.7425.7423.9976.82—
EV/EBITDA13.6613.6614.6147.15—
P/B2.572.574.3912.45—
Growth & Yield
Revenue Growth22.8%22.8%17.1%16.7%—
EPS Growth-42.9%-42.9%27.5%4.0%—

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

34.0%

muy exigente

EPS terminal req.

$51.55

Spread vs growth

-76.9%

5Y implied EPS CAGR

23.8%

exigente

EPS terminal req.

$62.38

Spread vs growth

-66.7%

10Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$100.46

Spread vs growth

-59.6%

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 -24.3%

Total return

-24.3%

Start / end P/E

20.5x → 27.1x

EPS bridge

37.52 → 21.42

Residual

-14.0%

EPS growth-42.9%
Multiple rerating+32.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-14.0%

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.