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7038.T$569.00+0.71%
Fair $569.00+0.0%

7038.T

Frontier Management Inc.

Industrials / Specialty Business ServicesTokyo

$569.00

+4.00 (+0.71%)

Fairly Valued+0.0%Fair Value $569.00Fund rank 22/100 · Data gapFallback financials|
SA 16/F
F-Score: 1/9
High DebtLow 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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $-2.1B · quality 25.3/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

16/100

F

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: 2unknown: 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. Debt-to-Equity ratio is 3.09, above the 2.0 threshold ROE is -63.4%, below the 5% threshold
Thesis & Journal · 7038.TLocal privado en este navegador · Frontier Management 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

$6.7B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-63.4%

↓

Gross Margin

37.2%

↑

Debt/Equity

3.09

↑
52-Week Range$569
$526$752

TradingView lightweight chart

7038.T price, volumen y niveles de valoración

Último $569.00Periodo -62.1%
Fair value: $569.00

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

+19.4%

FCF CAGR

—

FCF margin

-15.4%

FCF / Net income

1.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.49B · net income $-1.11B · FCF $-2.07B

2022-FY → 2025-FY

Gross margin

37.2%-22.0% pts

Operating margin

-2.6%-14.0% pts

Net margin

-8.2%-15.2% pts

FCF margin

-15.4%-30.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.49B$13.49B$9.27B$10.03B$7.92B
Net Income$-1.11B$-1.11B$-694.9M$780.7M$556.7M
EBITDA$-372.0M$-372.0M$-590.5M$1.35B$958.6M
EPS-94.08-94.08-59.2066.4747.93
Gross Margin37.2%37.2%46.0%55.1%59.2%
Operating Margin-2.6%-2.6%-6.8%12.5%11.5%
Net Margin-8.2%-8.2%-7.5%7.8%7.0%
Balance Sheet
Debt/Equity3.093.090.520.420.26
Current Ratio3.323.32———
Cash Flow
Free Cash Flow$-2.07B$-2.07B$-2.55B$181.2M$1.16B
Returns
ROE-63.4%-63.4%-25.7%20.8%18.8%
Valuation
P/E———22.1526.50
EV/EBITDA———9.6212.86
P/B3.833.833.114.604.98
Growth & Yield
Revenue Growth45.6%45.6%-7.6%26.6%—
EPS Growth-58.9%-58.9%-189.1%38.7%—

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 -19.1%

Total return

-19.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-59.20 → -94.08

Residual

-19.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-19.1%

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.