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7345.T$1004.00+1.93%
Fair $1004.00+0.0%

7345.T

AI Partners Financial Inc.

Financial Services / Asset ManagementTokyo

$1004.00

+19.00 (+1.93%)

Fairly Valued+0.0%Fair Value $1004.00Fund rank 29/100 · Data gapFallback financials|
SA 38/D
F-Score: 3/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 0.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

38/100

D

Piotroski

3/9

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); financial Book/ROE targets are disabled until manually verified. ROE is -1.5%, below the 5% threshold
Thesis & Journal · 7345.TLocal privado en este navegador · AI Partners Financial 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

$3.3B

P/E

37.3x

↑

EV/EBITDA

159.2x

↑

ROE

-1.5%

↓

Gross Margin

19.8%

↓

Debt/Equity

0.03

↓
52-Week Range$1004
$530$1270

TradingView lightweight chart

7345.T price, volumen y niveles de valoración

Último $1,004Periodo -55.2%
Fair value: $1,004

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

-0.1%

FCF CAGR

—

FCF margin

-0.2%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.80B · net income $-9.7M · FCF $-8.4M

2022-FY → 2025-FY

Gross margin

19.8%-2.9% pts

Operating margin

-0.0%-3.1% pts

Net margin

-0.3%-2.0% pts

FCF margin

-0.2%+1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.80B$3.80B$3.73B$3.00B$3.81B
Net Income$-9.7M$-9.7M$7.4M$-131.9M$64.9M
EBITDA$17.4M$17.4M$35.8M$-94.0M$132.0M
EPS-3.01-3.012.26-40.4818.96
Gross Margin19.8%19.8%20.7%22.2%22.7%
Operating Margin-0.0%-0.0%0.4%-4.0%3.1%
Net Margin-0.3%-0.3%0.2%-4.4%1.7%
Balance Sheet
Debt/Equity0.030.030.040.050.01
Current Ratio2.072.07———
Cash Flow
Free Cash Flow$-8.4M$-8.4M$10.9M$-75.2M$-80.1M
Returns
ROE-1.5%-1.5%1.2%-20.8%7.5%
Valuation
P/E37.3137.31175.22—33.28
EV/EBITDA159.18159.1822.52—11.40
P/B5.165.162.052.412.48
Growth & Yield
Revenue Growth1.7%1.7%24.4%-21.2%—
EPS Growth-233.2%-233.2%105.6%-313.5%—
Dividend Yield0.8%0.8%———

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 +82.0%

Total return

+82.0%

Start / end P/E

n/dx → n/dx

EPS bridge

2.26 → -3.01

Residual

+81.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.8%
Residual / FX / buybacks / cross-term+81.2%

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.