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5258.T$338.00-4.72%
Fair $338.00+0.0%

5258.T

Transaction Media Networks Inc.

Technology / Software - InfrastructureTokyo

$338.00

-17.00 (-4.72%)

Fairly Valued+0.0%Fair Value $338.00Fund rank 26/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9
Low Profitability

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 $1.1B · quality 43.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

51/100

C

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: 1unknown: 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. ROE is -6.7%, below the 5% threshold
Thesis & Journal · 5258.TLocal privado en este navegador · Transaction Media Networks 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

$10.0B

P/E

N/A

•

EV/EBITDA

0.0x

↓

ROE

-6.7%

↓

Gross Margin

27.7%

↓

Debt/Equity

0.16

↓
52-Week Range$338
$291$540

TradingView lightweight chart

5258.T price, volumen y niveles de valoración

Último $343.00Periodo -72.9%
Fair value: $338.00

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

+19.9%

FCF CAGR

+13.1%

FCF margin

9.0%

FCF / Net income

-1.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.30B · net income $-682.4M · FCF $1.11B

2022-FY → 2025-FY

Gross margin

27.7%-4.3% pts

Operating margin

-4.1%-14.1% pts

Net margin

-5.5%-0.1% pts

FCF margin

9.0%-1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.30B$12.30B$10.37B$7.83B$7.14B
Net Income$-682.4M$-682.4M$585.3M$672.5M$-385.8M
EBITDA$1.43B$1.43B$2.39B$2.14B$2.18B
EPS-18.46-18.4615.6821.19-12.23
Gross Margin27.7%27.7%32.0%32.7%31.9%
Operating Margin-4.1%-4.1%7.5%7.2%10.0%
Net Margin-5.5%-5.5%5.6%8.6%-5.4%
Balance Sheet
Debt/Equity0.160.160.160.000.09
Current Ratio1.131.13———
Cash Flow
Free Cash Flow$1.11B$1.11B$-2.40B$1.43B$765.4M
Returns
ROE-6.7%-6.7%5.4%13.6%-6.7%
Valuation
P/E——34.1258.24—
EV/EBITDA0.050.053.5716.95—
P/B1.231.231.847.90—
Growth & Yield
Revenue Growth18.6%18.6%32.4%9.7%—
EPS Growth-217.7%-217.7%-26.0%273.3%—

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 -2.0%

Total return

-2.0%

Start / end P/E

n/dx → n/dx

EPS bridge

15.68 → -18.46

Residual

-2.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.0%

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.