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6031.T$277.00+17.87%
Fair $277.00+0.0%

6031.T

Zeta Inc.

Technology / Software - InfrastructureTokyo

$277.00

+42.00 (+17.87%)

Fairly Valued+0.0%Fair Value $277.00Fund rank 29/100 · Data gapFallback financials|
SA 14/F
F-Score: 3/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $158.4M · quality 50.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

14/100

F

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: 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 · 6031.TLocal privado en este navegador · Zeta 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

$5.7B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

N/A

•

Gross Margin

77.9%

↑

Debt/Equity

N/A

•
52-Week Range$277
$225$456

TradingView lightweight chart

6031.T price, volumen y niveles de valoración

Último $277.00Periodo -53.6%
Fair value: $277.00

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

—

FCF CAGR

—

FCF margin

15.4%

FCF / Net income

1.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.36B · net income $184.3M · FCF $362.8M

2022-FY → 2025-FY

Gross margin

77.9%— pts

Operating margin

16.3%— pts

Net margin

7.8%— pts

FCF margin

15.4%— pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.36B$2.36B$1.74B$2.44B—
Net Income$184.3M$184.3M$312.4M$260.6M—
EBITDA$475.6M$475.6M$577.7M$468.2M—
EPS——7.565.33-45.18
Gross Margin77.9%77.9%79.7%53.1%—
Operating Margin16.3%16.3%28.7%15.6%—
Net Margin7.8%7.8%18.0%10.7%—
Balance Sheet
Debt/Equity——0.911.520.59
Cash Flow
Free Cash Flow$362.8M$362.8M$158.4M$79.6M—
Returns
ROE——27.9%32.5%—
Valuation
P/E——62.1046.57—
EV/EBITDA——33.2425.96—
P/B——17.2515.103.17
Growth & Yield
Revenue Growth35.5%35.5%-28.6%——
EPS Growth——42.0%111.8%—

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 -8.3%

Total return

-8.3%

Start / end P/E

n/dx → n/dx

EPS bridge

7.56 → n/d

Residual

-8.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-8.3%

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.