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v0.1
6572.T$209.00+3.47%
Fair $209.00+0.0%

6572.T

OPEN Group, Inc.

Technology / Information Technology ServicesTokyo

$209.00

+7.00 (+3.47%)

Fairly Valued+0.0%Fair Value $209.00Fund rank 33/100 · Data gapFallback financials|
SA 43/C
F-Score: 6/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $588.3M · quality 63.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

43/100

C

Piotroski

6/9

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 · 6572.TLocal privado en este navegador · OPEN Group, 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

$11.6B

P/E

19.2x

↓

EV/EBITDA

4.5x

↓

ROE

6.0%

↑

Gross Margin

69.5%

↑

Debt/Equity

0.41

↑
52-Week Range$209
$194$418

TradingView lightweight chart

6572.T price, volumen y niveles de valoración

Último $209.00Periodo -87.3%
Fair value: $209.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+11.0%

FCF CAGR

+21.1%

FCF margin

7.8%

FCF / Net income

1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.15B · net income $639.2M · FCF $636.7M

2023-FY → 2026-FY

Gross margin

69.5%+7.6% pts

Operating margin

12.3%+7.2% pts

Net margin

7.8%+6.8% pts

FCF margin

7.8%+1.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$8.15B$8.15B$7.22B$6.17B$5.96B
Net Income$639.2M$639.2M$435.5M$166.0M$64.5M
EBITDA$1.28B$1.28B$681.7M$731.8M$961.4M
EPS———2.671.04
Gross Margin69.5%69.5%63.9%64.0%61.9%
Operating Margin12.3%12.3%9.0%8.4%5.1%
Net Margin7.8%7.8%6.0%2.7%1.1%
Balance Sheet
Debt/Equity0.410.410.360.340.33
Current Ratio2.192.19———
Cash Flow
Free Cash Flow$636.7M$636.7M$-68.4M$588.3M$358.4M
Returns
ROE6.0%6.0%3.6%1.4%0.6%
Valuation
P/E19.1919.19—108.61323.08
EV/EBITDA4.504.5015.3114.3313.96
P/B1.091.091.391.551.81
Growth & Yield
Revenue Growth12.8%12.8%17.2%3.5%—
EPS Growth———156.7%—
Dividend Yield3.2%3.2%———

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 -25.9%

Total return

-25.9%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

-29.2%

EPS growthn/d
Multiple reratingn/d
Dividend+3.2%
Residual / FX / buybacks / cross-term-29.2%

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.