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5257.T$2539.00-0.47%
Fair $2539.00+0.0%

5257.T

Nova System Co.,Ltd.

Technology / Software - ApplicationTokyo

$2539.00

-12.00 (-0.47%)

Fairly Valued+0.0%Fair Value $2539.00Fund rank 25/100 · Data gapFallback financials|
SA 48/C
F-Score: 4/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-39.3M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

48/100

C

Piotroski

4/9

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 · 5257.TLocal privado en este navegador · Nova System 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

$3.6B

P/E

15.3x

↓

EV/EBITDA

8.2x

↓

ROE

9.2%

↑

Gross Margin

19.3%

↓

Debt/Equity

0.27

↑
52-Week Range$2539
$2264$3050

TradingView lightweight chart

5257.T price, volumen y niveles de valoración

Último $2,539Periodo +9.4%
Fair value: $2,539

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

+13.2%

FCF CAGR

—

FCF margin

-0.6%

FCF / Net income

-0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.72B · net income $234.1M · FCF $-39.3M

2022-FY → 2025-FY

Gross margin

19.3%-2.9% pts

Operating margin

4.8%-2.3% pts

Net margin

3.5%-1.1% pts

FCF margin

-0.6%+6.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.72B$6.72B$6.46B$5.42B$4.63B
Net Income$234.1M$234.1M$394.7M$342.2M$212.6M
EBITDA$425.7M$425.7M$606.7M$550.6M$370.1M
EPS——278.45248.97177.14
Gross Margin19.3%19.3%22.0%24.6%22.2%
Operating Margin4.8%4.8%8.2%9.1%7.1%
Net Margin3.5%3.5%6.1%6.3%4.6%
Balance Sheet
Debt/Equity0.270.270.280.500.78
Current Ratio1.811.81———
Cash Flow
Free Cash Flow$-39.3M$-39.3M$234.7M$-66.2M$-310.5M
Returns
ROE9.2%9.2%17.7%19.0%18.3%
Valuation
P/E15.2915.298.769.12—
EV/EBITDA8.248.245.485.66—
P/B1.391.391.551.74—
Growth & Yield
Revenue Growth3.9%3.9%19.2%17.2%—
EPS Growth——11.8%40.5%—
Dividend Yield4.1%4.1%———

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 -3.5%

Total return

-3.5%

Start / end P/E

n/dx → n/dx

EPS bridge

278.45 → n/d

Residual

-7.6%

EPS growthn/d
Multiple reratingn/d
Dividend+4.1%
Residual / FX / buybacks / cross-term-7.6%

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.