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v0.1
7094.T$1310.00-2.45%
Fair $1310.00+0.0%

7094.T

NexTone Inc.

Industrials / Specialty Business ServicesTokyo

$1310.00

-33.00 (-2.45%)

Fairly Valued+0.0%Fair Value $1310.00Fund rank 34/100 · Data gapFallback financials|
SA 45/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $898.7M · quality 62.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

45/100

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 · 7094.TLocal privado en este navegador · NexTone 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

$12.8B

P/E

16.2x

↓

EV/EBITDA

1.8x

↓

ROE

14.5%

↑

Gross Margin

24.9%

↓

Debt/Equity

N/A

•
52-Week Range$1310
$1306$2423

TradingView lightweight chart

7094.T price, volumen y niveles de valoración

Último $1,313Periodo +91.2%
Fair value: $1,310

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

+37.4%

FCF CAGR

+13.7%

FCF margin

6.8%

FCF / Net income

1.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.41B · net income $692.0M · FCF $1.31B

2022-FY → 2025-FY

Gross margin

24.9%-2.4% pts

Operating margin

5.2%-4.3% pts

Net margin

3.6%-2.9% pts

FCF margin

6.8%-5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.41B$19.41B$13.43B$8.81B$7.49B
Net Income$692.0M$692.0M$531.0M$631.3M$482.6M
EBITDA$1.74B$1.74B$1.12B$992.9M$846.2M
EPS70.9670.9654.6865.1250.04
Gross Margin24.9%24.9%26.1%27.3%27.3%
Operating Margin5.2%5.2%4.8%9.5%9.5%
Net Margin3.6%3.6%4.0%7.2%6.4%
Balance Sheet
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$1.31B$1.31B$637.0M$898.7M$893.6M
Returns
ROE14.5%14.5%13.1%17.7%16.5%
Valuation
P/E16.1716.1723.1543.3265.75
EV/EBITDA1.821.823.8021.4631.35
P/B2.692.693.047.6510.86
Growth & Yield
Revenue Growth44.5%44.5%52.4%17.7%—
EPS Growth29.8%29.8%-16.0%30.1%—
Dividend Yield1.7%1.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

17.9%

exigente

EPS terminal req.

$116.24

Spread vs growth

11.9%

5Y implied EPS CAGR

14.7%

razonable

EPS terminal req.

$140.65

Spread vs growth

15.1%

10Y implied EPS CAGR

12.3%

razonable

EPS terminal req.

$226.52

Spread vs growth

17.5%

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 -34.9%

Total return

-34.9%

Start / end P/E

37.9x → 18.5x

EPS bridge

54.68 → 70.96

Residual

-15.2%

EPS growth+29.8%
Multiple rerating-51.1%
Dividend+1.7%
Residual / FX / buybacks / cross-term-15.2%

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.