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9408.T$2870.00+0.35%
Fair $2870.00+0.0%

9408.T

BSN Media Holdings, Inc.

Technology / Information Technology ServicesTokyo

$2870.00

+10.00 (+0.35%)

Fairly Valued+0.0%Fair Value $2870.00Fund rank 34/100 · Data gapFallback financials|
SA 73/B
F-Score: 8/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $620.7M · quality 67.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

73/100

B

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: 1unknown: 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. ROE is 4.3%, below the 5% threshold
Thesis & Journal · 9408.TLocal privado en este navegador · BSN Media 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

$17.1B

P/E

12.4x

↓

EV/EBITDA

3.4x

↓

ROE

4.3%

↓

Gross Margin

26.8%

↓

Debt/Equity

0.06

↓
52-Week Range$2870
$1836$2935

TradingView lightweight chart

9408.T price, volumen y niveles de valoración

Último $2,870Periodo +226.1%
Fair value: $2,870

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

+5.0%

FCF CAGR

-18.1%

FCF margin

4.6%

FCF / Net income

1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.38B · net income $1.05B · FCF $1.13B

2022-FY → 2025-FY

Gross margin

26.8%-2.3% pts

Operating margin

7.1%+0.7% pts

Net margin

4.3%+0.4% pts

FCF margin

4.6%-5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$24.38B$24.38B$23.04B$23.12B$21.05B
Net Income$1.05B$1.05B$694.2M$958.4M$818.3M
EBITDA$2.77B$2.77B$2.35B$2.79B$2.52B
EPS174.33174.33115.72159.76136.41
Gross Margin26.8%26.8%26.4%28.6%29.1%
Operating Margin7.1%7.1%5.8%7.2%6.4%
Net Margin4.3%4.3%3.0%4.1%3.9%
Balance Sheet
Debt/Equity0.060.060.060.070.08
Current Ratio3.003.00———
Cash Flow
Free Cash Flow$1.13B$1.13B$620.7M$459.6M$2.06B
Returns
ROE4.3%4.3%3.3%5.1%4.6%
Valuation
P/E12.3912.3913.429.149.03
EV/EBITDA3.433.430.740.450.08
P/B0.710.710.440.470.42
Growth & Yield
Revenue Growth5.8%5.8%-0.3%9.8%—
EPS Growth50.6%50.6%-27.6%17.1%—
Dividend Yield0.6%0.6%———

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

13.5%

razonable

EPS terminal req.

$254.66

Spread vs growth

37.2%

5Y implied EPS CAGR

12.1%

razonable

EPS terminal req.

$308.14

Spread vs growth

38.6%

10Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$496.27

Spread vs growth

39.6%

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 +51.3%

Total return

+51.3%

Start / end P/E

16.5x → 16.5x

EPS bridge

115.72 → 174.33

Residual

+0.0%

EPS growth+50.6%
Multiple rerating+0.0%
Dividend+0.6%
Residual / FX / buybacks / cross-term+0.0%

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.