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5590.T$699.00-2.51%
Fair $699.00+0.0%

5590.T

NETSTARS Co.,Ltd.

Technology / Software - InfrastructureTokyo

$699.00

-18.00 (-2.51%)

Fairly Valued+0.0%Fair Value $699.00Fund rank 27/100 · Data gapFallback financials|
SA 25/D
F-Score: 7/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.8B · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

25/100

D

Piotroski

7/9

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 · 5590.TLocal privado en este navegador · NETSTARS 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

$11.8B

P/E

24.1x

↑

EV/EBITDA

-45.5x

↓

ROE

6.4%

↑

Gross Margin

76.6%

↑

Debt/Equity

N/A

•
52-Week Range$699
$652$1363

TradingView lightweight chart

5590.T price, volumen y niveles de valoración

Último $699.00Periodo -41.8%
Fair value: $699.00

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

+17.0%

FCF CAGR

-7.0%

FCF margin

47.2%

FCF / Net income

4.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.79B · net income $485.0M · FCF $2.26B

2022-FY → 2025-FY

Gross margin

76.6%+14.1% pts

Operating margin

6.1%+24.7% pts

Net margin

10.1%+29.3% pts

FCF margin

47.2%-47.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.79B$4.79B$3.90B$3.72B$2.99B
Net Income$485.0M$485.0M$-37.6M$-347.7M$-572.5M
EBITDA$538.5M$538.5M$141.4M$-115.1M$-435.8M
EPS28.9928.99-2.25-21.51-35.84
Gross Margin76.6%76.6%76.3%70.5%62.4%
Operating Margin6.1%6.1%-2.2%-8.6%-18.6%
Net Margin10.1%10.1%-1.0%-9.3%-19.2%
Balance Sheet
Current Ratio1.211.21———
Cash Flow
Free Cash Flow$2.26B$2.26B$7.36B$5.83B$2.81B
Returns
ROE6.4%6.4%-0.5%-4.9%-8.9%
Valuation
P/E24.1324.13———
EV/EBITDA-45.53-45.53-149.54——
P/B1.531.531.791.56—
Growth & Yield
Revenue Growth22.7%22.7%4.9%24.6%—
EPS Growth1388.4%1388.4%89.5%40.0%—

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

28.9%

muy exigente

EPS terminal req.

$62.02

Spread vs growth

1359.6%

5Y implied EPS CAGR

21.0%

exigente

EPS terminal req.

$75.05

Spread vs growth

1367.5%

10Y implied EPS CAGR

15.3%

exigente

EPS terminal req.

$120.87

Spread vs growth

1373.1%

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 +0.4%

Total return

+0.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.25 → 28.99

Residual

+0.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.4%

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.