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549A.T$462.00+1.32%
Fair $462.00+0.0%

549A.T

549A.T

Industrials / Security & Protection ServicesTokyo

$462.00

+6.00 (+1.32%)

Fairly Valued+0.0%Fair Value $462.00Fund rank 29/100 · Data gapFallback financials|
SA 27/D
F-Score: 6/9
High Debt

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $530.5M · quality 48.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

27/100

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: 1unknown: 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. Debt-to-Equity ratio is 2.97, above the 2.0 threshold
Thesis & Journal · 549A.TLocal privado en este navegador · 549A.T
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

$6.5B

P/E

11.7x

↓

EV/EBITDA

10.9x

↑

ROE

15.4%

↑

Gross Margin

16.3%

↓

Debt/Equity

2.97

↑
52-Week Range$462
$413$682

TradingView lightweight chart

549A.T price, volumen y niveles de valoración

Último $462.00Periodo +4.8%
Fair value: $462.00

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

—

FCF CAGR

—

FCF margin

1.5%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.80B · net income $342.0M · FCF $259.0M

2023-FY → 2025-FY

Gross margin

16.3%— pts

Operating margin

4.2%— pts

Net margin

2.0%— pts

FCF margin

1.5%— pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$16.80B$16.80B$15.61B—
Net Income$342.0M$342.0M$19.0M—
EBITDA$1.08B$1.08B$666.0M—
EPS23.3923.391.30—
Gross Margin16.3%16.3%17.1%—
Operating Margin4.2%4.2%1.6%—
Net Margin2.0%2.0%0.1%—
Balance Sheet
Debt/Equity2.972.973.723.65
Current Ratio1.021.02——
Cash Flow
Free Cash Flow$259.0M$259.0M$802.0M—
Returns
ROE15.4%15.4%1.0%—
Valuation
P/E11.7111.71——
EV/EBITDA10.9310.93——
P/B3.043.04——
Growth & Yield
Revenue Growth7.7%7.7%——
EPS Growth1700.0%1700.0%——
Dividend Yield9.4%9.4%——

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

20.6%

exigente

EPS terminal req.

$40.99

Spread vs growth

1679.4%

5Y implied EPS CAGR

16.2%

exigente

EPS terminal req.

$49.60

Spread vs growth

1683.8%

10Y implied EPS CAGR

13.1%

razonable

EPS terminal req.

$79.89

Spread vs growth

1686.9%

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 +14.2%

Total return

+14.2%

Start / end P/E

339.4x → 19.8x

EPS bridge

1.30 → 23.39

Residual

-1601.1%

EPS growth+1700.0%
Multiple rerating-94.2%
Dividend+9.4%
Residual / FX / buybacks / cross-term-1601.1%

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.