StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
7373.T$1130.00-2.25%
Fair $1130.00+0.0%

7373.T

Aidma Holdings, Inc.

Industrials / Specialty Business ServicesTokyo

$1130.00

-26.00 (-2.25%)

Fairly Valued+0.0%Fair Value $1130.00Fund rank 38/100 · Data gapFallback financials|
SA 62/B
F-Score: 7/9

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 $2.1B · quality 79.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

62/100

B

Piotroski

7/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 7373.TLocal privado en este navegador · Aidma Holdings, 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

$16.8B

P/E

9.1x

↓

EV/EBITDA

3.7x

↓

ROE

27.2%

↑

Gross Margin

69.9%

↑

Debt/Equity

0.02

↓
52-Week Range$1130
$1127$3255

TradingView lightweight chart

7373.T price, volumen y niveles de valoración

Último $1,130Periodo -37.2%
Fair value: $1,130

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

+28.9%

FCF CAGR

+12.2%

FCF margin

18.5%

FCF / Net income

1.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.27B · net income $1.95B · FCF $2.45B

2022-FY → 2025-FY

Gross margin

69.9%-5.7% pts

Operating margin

23.4%-3.1% pts

Net margin

14.7%-2.0% pts

FCF margin

18.5%-9.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.27B$13.27B$10.62B$9.06B$6.19B
Net Income$1.95B$1.95B$1.43B$1.27B$1.04B
EBITDA$3.31B$3.31B$2.57B$2.32B$1.63B
EPS125.53125.5390.6980.7666.01
Gross Margin69.9%69.9%71.6%73.5%75.6%
Operating Margin23.4%23.4%23.2%24.4%26.5%
Net Margin14.7%14.7%13.4%14.0%16.8%
Balance Sheet
Debt/Equity0.020.020.060.120.09
Current Ratio2.202.20———
Cash Flow
Free Cash Flow$2.45B$2.45B$1.10B$2.06B$1.74B
Returns
ROE27.2%27.2%21.2%24.0%25.9%
Valuation
P/E9.089.0816.1025.8954.92
EV/EBITDA3.743.746.9312.0332.63
P/B2.452.453.416.2114.20
Growth & Yield
Revenue Growth25.0%25.0%17.2%46.2%—
EPS Growth38.4%38.4%12.3%22.3%—
Dividend Yield2.6%2.6%———

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

-7.2%

fácil

EPS terminal req.

$100.27

Spread vs growth

45.6%

5Y implied EPS CAGR

-0.7%

fácil

EPS terminal req.

$121.33

Spread vs growth

39.1%

10Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$195.40

Spread vs growth

33.9%

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 -40.0%

Total return

-40.0%

Start / end P/E

21.7x → 9.0x

EPS bridge

90.69 → 125.53

Residual

-22.5%

EPS growth+38.4%
Multiple rerating-58.5%
Dividend+2.6%
Residual / FX / buybacks / cross-term-22.5%

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.