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6193.T$971.00+0.62%
Fair $971.00+0.0%

6193.T

Virtualex Holdings, Inc.

Technology / Information Technology ServicesTokyo

$971.00

+6.00 (+0.62%)

Fairly Valued+0.0%Fair Value $971.00Fund rank 30/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9
Declining Revenue

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $231.0M · quality 61.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

38/100

D

Piotroski

4/9

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. Revenue has declined for 2 consecutive years
Thesis & Journal · 6193.TLocal privado en este navegador · Virtualex Holdings, 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

$2.8B

P/E

24.9x

↑

EV/EBITDA

7.7x

↓

ROE

6.3%

↑

Gross Margin

24.9%

↓

Debt/Equity

0.59

↑
52-Week Range$971
$766$1194

TradingView lightweight chart

6193.T price, volumen y niveles de valoración

Último $971.00Periodo -19.1%
Fair value: $971.00

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

+1.4%

FCF CAGR

—

FCF margin

-0.0%

FCF / Net income

-0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.49B · net income $111.0M · FCF $-941000.0

2022-FY → 2025-FY

Gross margin

24.9%-1.2% pts

Operating margin

4.3%-4.1% pts

Net margin

1.7%-4.1% pts

FCF margin

-0.0%-3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.49B$6.49B$6.69B$6.80B$6.22B
Net Income$111.0M$111.0M$202.8M$635.9M$364.1M
EBITDA$316.9M$316.9M$450.4M$924.1M$609.9M
EPS39.0639.0668.44214.51125.30
Gross Margin24.9%24.9%23.9%25.8%26.1%
Operating Margin4.3%4.3%5.5%8.5%8.4%
Net Margin1.7%1.7%3.0%9.4%5.9%
Balance Sheet
Debt/Equity0.590.590.440.480.57
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$-941000.00$-941000.00$231.0M$274.6M$213.6M
Returns
ROE6.3%6.3%11.6%39.2%31.7%
Valuation
P/E24.8624.8613.196.798.16
EV/EBITDA7.677.675.074.065.47
P/B1.561.561.532.662.59
Growth & Yield
Revenue Growth-3.0%-3.0%-1.6%9.2%—
EPS Growth-42.9%-42.9%-68.1%71.2%—
Dividend Yield1.6%1.6%———

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

30.2%

muy exigente

EPS terminal req.

$86.16

Spread vs growth

-73.1%

5Y implied EPS CAGR

21.7%

exigente

EPS terminal req.

$104.25

Spread vs growth

-64.6%

10Y implied EPS CAGR

15.7%

exigente

EPS terminal req.

$167.90

Spread vs growth

-58.6%

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 +13.3%

Total return

+13.3%

Start / end P/E

12.7x → 24.9x

EPS bridge

68.44 → 39.06

Residual

-41.1%

EPS growth-42.9%
Multiple rerating+95.8%
Dividend+1.6%
Residual / FX / buybacks / cross-term-41.1%

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.