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7859.T$287.00-2.71%
Fair $287.00+0.0%

7859.T

Almedio Inc.

Technology / Electronic ComponentsTokyo

$287.00

-8.00 (-2.71%)

Fairly Valued+0.0%Fair Value $287.00Fund rank 28/100 · Data gapFallback financials|
SA 59/C
F-Score: 3/9

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 19%

FCF escenarios

weak_data · normalized FCF $178.9M · quality 49.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

59/100

C

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: 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 · 7859.TLocal privado en este navegador · Almedio 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

$5.8B

P/E

12.4x

↓

EV/EBITDA

2.3x

↓

ROE

5.8%

↑

Gross Margin

36.4%

↑

Debt/Equity

0.07

↓
52-Week Range$287
$152$369

TradingView lightweight chart

7859.T price, volumen y niveles de valoración

Último $287.00Periodo -80.2%
Fair value: $287.00

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

+21.1%

FCF CAGR

—

FCF margin

3.1%

FCF / Net income

0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.80B · net income $476.4M · FCF $178.9M

2022-FY → 2025-FY

Gross margin

36.4%+8.3% pts

Operating margin

14.9%+12.7% pts

Net margin

8.2%+9.4% pts

FCF margin

3.1%+22.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.80B$5.80B$11.56B$4.94B$3.27B
Net Income$476.4M$476.4M$2.33B$164.1M$-39.8M
EBITDA$1.05B$1.05B$3.42B$554.1M$106.7M
EPS23.0723.07123.449.12-2.65
Gross Margin36.4%36.4%43.1%31.5%28.1%
Operating Margin14.9%14.9%29.1%10.8%2.3%
Net Margin8.2%8.2%20.1%3.3%-1.2%
Balance Sheet
Debt/Equity0.070.070.060.230.28
Current Ratio13.1113.11———
Cash Flow
Free Cash Flow$178.9M$178.9M$1.18B$-539.5M$-619.4M
Returns
ROE5.8%5.8%30.8%4.8%-1.4%
Valuation
P/E12.4412.447.9139.91—
EV/EBITDA2.262.264.3510.6015.87
P/B0.720.722.441.930.90
Growth & Yield
Revenue Growth-49.8%-49.8%133.9%51.3%—
EPS Growth-81.3%-81.3%1253.5%444.2%—

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

3.3%

fácil

EPS terminal req.

$25.47

Spread vs growth

-84.7%

5Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$30.81

Spread vs growth

-87.3%

10Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$49.63

Spread vs growth

-89.3%

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 +21.1%

Total return

+21.1%

Start / end P/E

1.9x → 12.4x

EPS bridge

123.44 → 23.07

Residual

-445.5%

EPS growth-81.3%
Multiple rerating+548.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-445.5%

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.