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5597.T$1799.00-6.35%
Fair $1799.00+0.0%

5597.T

5597.T

Technology / Software - InfrastructureTokyo

$1799.00

-122.00 (-6.35%)

Fairly Valued+0.0%Fair Value $1799.00Fund rank 25/100 · Data gapFallback financials|
SA 21/D
F-Score: 1/9
High DebtDeclining RevenueLow 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-355.6M · quality 52.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

21/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Debt-to-Equity ratio is 4.66, above the 2.0 threshold Revenue has declined for 2 consecutive years ROE is -3.1%, below the 5% threshold
Thesis & Journal · 5597.TLocal privado en este navegador · 5597.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

$7.3B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-309.6%

↓

Gross Margin

39.0%

↑

Debt/Equity

4.66

↑
52-Week Range$1799
$802$3070

TradingView lightweight chart

5597.T price, volumen y niveles de valoración

Último $1,799Periodo -5.3%
Fair value: $1,799

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

+5.0%

FCF CAGR

—

FCF margin

-33.8%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.05B · net income $-635.5M · FCF $-355.6M

2022-FY → 2025-FY

Gross margin

39.0%-4.0% pts

Operating margin

-52.1%-13.6% pts

Net margin

-60.4%-22.4% pts

FCF margin

-33.8%+7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.05B$1.05B$1.22B$1.26B$908.4M
Net Income$-635.5M$-635.5M$-394.7M$-299.3M$-345.1M
EBITDA$-582.7M$-582.7M$-340.1M$-249.4M$-297.7M
EPS——-100.21-90.35-106.01
Gross Margin39.0%39.0%41.7%44.8%43.0%
Operating Margin-52.1%-52.1%-32.6%-22.9%-38.5%
Net Margin-60.4%-60.4%-32.3%-23.7%-38.0%
Balance Sheet
Debt/Equity4.664.660.750.481.09
Current Ratio5.905.90———
Cash Flow
Free Cash Flow$-355.6M$-355.6M$-531.7M$-350.9M$-377.8M
Returns
ROE-309.6%-309.6%-62.3%-29.1%-94.3%
Valuation
P/B35.2835.283.405.41—
Growth & Yield
Revenue Growth-14.0%-14.0%-3.3%39.2%—
EPS Growth——-10.9%14.8%—

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 +122.1%

Total return

+122.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-100.21 → n/d

Residual

+122.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+122.1%

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.