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7836.T$79.00+1.28%
Fair $79.00+0.0%

7836.T

AVIX,Inc.

Technology / Electronic ComponentsTokyo

$79.00

+1.00 (+1.28%)

Fairly Valued+0.0%Fair Value $79.00Fund rank 31/100 · Data gapFallback financials|
SA 53/C
F-Score: 8/9

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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $146.9M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

53/100

C

Piotroski

8/9

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 · 7836.TLocal privado en este navegador · AVIX,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

$2.8B

P/E

11.9x

↓

EV/EBITDA

6.2x

↓

ROE

10.5%

↑

Gross Margin

29.2%

↓

Debt/Equity

0.22

↑
52-Week Range$79
$76$109

TradingView lightweight chart

7836.T price, volumen y niveles de valoración

Último $79.00Periodo -97.0%
Fair value: $79.00

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

+34.2%

FCF CAGR

—

FCF margin

3.4%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.35B · net income $181.6M · FCF $146.9M

2022-FY → 2025-FY

Gross margin

29.2%-6.0% pts

Operating margin

6.2%+9.3% pts

Net margin

4.2%+8.2% pts

FCF margin

3.4%+5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.35B$4.35B$3.73B$3.33B$1.80B
Net Income$181.6M$181.6M$80.4M$-7.8M$-73.0M
EBITDA$404.8M$404.8M$277.7M$175.6M$17.0M
EPS5.175.172.29-0.22-2.49
Gross Margin29.2%29.2%28.2%28.7%35.2%
Operating Margin6.2%6.2%2.9%0.5%-3.1%
Net Margin4.2%4.2%2.2%-0.2%-4.1%
Balance Sheet
Debt/Equity0.220.220.380.590.46
Current Ratio2.202.20———
Cash Flow
Free Cash Flow$146.9M$146.9M$560.6M$-611.5M$-33.9M
Returns
ROE10.5%10.5%5.2%-0.5%-4.9%
Valuation
P/E11.9011.9040.61——
EV/EBITDA6.166.1611.3219.93147.42
P/B1.601.602.102.091.83
Growth & Yield
Revenue Growth16.6%16.6%12.1%85.0%—
EPS Growth125.8%125.8%1140.9%91.2%—

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

10.7%

razonable

EPS terminal req.

$7.01

Spread vs growth

115.1%

5Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$8.48

Spread vs growth

115.4%

10Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$13.66

Spread vs growth

115.6%

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 -23.3%

Total return

-23.3%

Start / end P/E

45.0x → 15.3x

EPS bridge

2.29 → 5.17

Residual

-83.0%

EPS growth+125.8%
Multiple rerating-66.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-83.0%

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.