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5871.T$1321.00-1.49%
Fair $1321.00+0.0%

5871.T

SOLIZE Holdings Corporation

Technology / Computer HardwareTokyo

$1321.00

-20.00 (-1.49%)

Fairly Valued+0.0%Fair Value $1321.00Fund rank 25/100 · Data gapFallback financials|
SA 21/D
F-Score: 1/9
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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-59.0M · quality 36.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is -0.3%, below the 5% threshold
Thesis & Journal · 5871.TLocal privado en este navegador · SOLIZE Holdings Corporation
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

$7.1B

P/E

N/A

•

EV/EBITDA

5.5x

↓

ROE

-0.3%

↓

Gross Margin

28.2%

↓

Debt/Equity

N/A

•
52-Week Range$1321
$1277$2153

TradingView lightweight chart

5871.T price, volumen y niveles de valoración

Último $1,321Periodo -47.6%
Fair value: $1,321

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

+13.1%

FCF CAGR

—

FCF margin

-3.6%

FCF / Net income

25.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.78B · net income $-36.0M · FCF $-925.0M

2022-FY → 2025-FY

Gross margin

28.2%+1.2% pts

Operating margin

0.3%-3.5% pts

Net margin

-0.1%-3.3% pts

FCF margin

-3.6%-7.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$25.78B$25.78B$22.71B$20.08B$17.83B
Net Income$-36.0M$-36.0M$254.0M$580.0M$566.0M
EBITDA$408.0M$408.0M$564.0M$1.02B$911.0M
EPS——47.94125.9097.67
Gross Margin28.2%28.2%28.4%27.4%27.0%
Operating Margin0.3%0.3%2.0%4.4%3.8%
Net Margin-0.1%-0.1%1.1%2.9%3.2%
Balance Sheet
Current Ratio2.872.87———
Cash Flow
Free Cash Flow$-925.0M$-925.0M$-59.0M$350.0M$656.0M
Returns
ROE-0.3%-0.3%2.2%6.0%5.5%
Valuation
P/E——32.02——
EV/EBITDA5.555.551.59——
P/B0.610.610.71——
Growth & Yield
Revenue Growth13.5%13.5%13.1%12.6%—
EPS Growth——-61.9%28.9%—
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 -22.1%

Total return

-22.1%

Start / end P/E

n/dx → n/dx

EPS bridge

47.94 → n/d

Residual

-26.2%

EPS growthn/d
Multiple reratingn/d
Dividend+4.1%
Residual / FX / buybacks / cross-term-26.2%

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.