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7035.T$250.00-1.19%
Fair $250.00+0.0%

7035.T

and factory,inc.

Technology / Software - ApplicationTokyo

$250.00

-3.00 (-1.19%)

Fairly Valued+0.0%Fair Value $250.00Fund rank 28/100 · Data gapFallback financials|
SA 34/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 19%

FCF escenarios

weak_data · normalized FCF $-127.8M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

34/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -36.2%, below the 5% threshold
Thesis & Journal · 7035.TLocal privado en este navegador · and factory,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

N/A

•

EV/EBITDA

N/A

•

ROE

-36.2%

↓

Gross Margin

43.2%

↑

Debt/Equity

0.40

↑
52-Week Range$250
$201$457

TradingView lightweight chart

7035.T price, volumen y niveles de valoración

Último $250.00Periodo -87.4%
Fair value: $250.00

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

+4.2%

FCF CAGR

—

FCF margin

-15.2%

FCF / Net income

1.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.21B · net income $-323.0M · FCF $-488.8M

2022-FY → 2025-FY

Gross margin

43.2%-14.2% pts

Operating margin

-8.4%-10.7% pts

Net margin

-10.1%+2.3% pts

FCF margin

-15.2%-12.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.21B$3.21B$5.02B$2.98B$2.83B
Net Income$-323.0M$-323.0M$88.9M$79.7M$-350.4M
EBITDA$-273.1M$-273.1M$202.5M$167.3M$-248.6M
EPS-28.95-28.957.907.25-35.57
Gross Margin43.2%43.2%27.7%59.1%57.4%
Operating Margin-8.4%-8.4%-6.3%4.9%2.3%
Net Margin-10.1%-10.1%1.8%2.7%-12.4%
Balance Sheet
Debt/Equity0.400.400.382.956.32
Current Ratio2.262.26———
Cash Flow
Free Cash Flow$-488.8M$-488.8M$1.78B$-127.8M$-72.6M
Returns
ROE-36.2%-36.2%7.4%7.1%-64.8%
Valuation
P/E——35.3247.03—
EV/EBITDA——10.0436.65—
P/B3.163.162.603.346.77
Growth & Yield
Revenue Growth-36.1%-36.1%68.7%5.1%—
EPS Growth-466.5%-466.5%9.0%120.4%—

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 +8.2%

Total return

+8.2%

Start / end P/E

n/dx → n/dx

EPS bridge

7.90 → -28.95

Residual

+8.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+8.2%

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.