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v0.1
7111.T$443.00-0.89%
Fair $443.00+0.0%

7111.T

INEST, Inc.

Industrials / Specialty Business ServicesTokyo

$443.00

-4.00 (-0.89%)

Fairly Valued+0.0%Fair Value $443.00Fund rank 29/100 · Data gapFallback financials|
SA 19/F
F-Score: 4/9
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $83.0M · quality 54.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

19/100

F

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 1unknown: 3
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 0.9%, below the 5% threshold
Thesis & Journal · 7111.TLocal privado en este navegador · INEST, 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

$3.2B

P/E

17.9x

↑

EV/EBITDA

33.5x

↑

ROE

0.9%

↓

Gross Margin

85.3%

↑

Debt/Equity

1.10

↑
52-Week Range$443
$404$1260

TradingView lightweight chart

7111.T price, volumen y niveles de valoración

Último $443.00Periodo -48.2%
Fair value: $443.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+54.6%

FCF CAGR

—

FCF margin

—

FCF / Net income

—

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.96B · net income $42.0M · FCF —

2023-FY → 2025-FY

Gross margin

85.3%-9.2% pts

Operating margin

1.1%-1.5% pts

Net margin

0.2%-5.4% pts

FCF margin

—— pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$18.96B$18.96B$10.52B$7.94B
Net Income$42.0M$42.0M$-149.0M$450.0M
EBITDA$209.0M$209.0M$527.0M$399.0M
EPS5.855.85-22.3574.25
Gross Margin85.3%85.3%88.7%94.5%
Operating Margin1.1%1.1%2.3%2.6%
Net Margin0.2%0.2%-1.4%5.7%
Balance Sheet
Debt/Equity1.101.101.050.70
Current Ratio1.611.61——
Cash Flow
Free Cash Flow——$-15.0M$181.0M
Returns
ROE0.9%0.9%-3.1%12.6%
Valuation
P/E17.9217.92—11.11
EV/EBITDA33.5333.5322.1414.76
P/B0.660.661.661.40
Growth & Yield
Revenue Growth80.3%80.3%32.5%—
EPS Growth126.2%126.2%-130.1%—

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

88.7%

muy exigente

EPS terminal req.

$39.31

Spread vs growth

37.5%

5Y implied EPS CAGR

52.1%

muy exigente

EPS terminal req.

$47.56

Spread vs growth

74.1%

10Y implied EPS CAGR

29.3%

muy exigente

EPS terminal req.

$76.60

Spread vs growth

96.8%

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 -38.5%

Total return

-38.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-22.35 → 5.85

Residual

-38.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-38.5%

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.