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1436.T$1724.00-8.30%
Fair $1724.00+0.0%

1436.T

GreenEnergy & Company Inc.

Industrials / Engineering & ConstructionTokyo

$1724.00

-156.00 (-8.30%)

Fairly Valued+0.0%Fair Value $1724.00Fund rank 22/100 · Data gapFallback financials|
SA 51/C
F-Score: 2/9
Margin Compression

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 16%

FCF escenarios

weak_data · normalized FCF $343.9M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

51/100

C

Piotroski

2/9

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); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years
Thesis & Journal · 1436.TLocal privado en este navegador · GreenEnergy & Company 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

$21.3B

P/E

63.2x

↑

EV/EBITDA

22.2x

↑

ROE

5.2%

↓

Gross Margin

24.1%

↓

Debt/Equity

1.09

↑
52-Week Range$1724
$693$2184

TradingView lightweight chart

1436.T price, volumen y niveles de valoración

Último $1,724Periodo +268.1%
Fair value: $1,724

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

+17.4%

FCF CAGR

—

FCF margin

-9.6%

FCF / Net income

-4.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.62B · net income $275.5M · FCF $-1.11B

2022-FY → 2025-FY

Gross margin

24.1%-3.0% pts

Operating margin

4.7%-2.0% pts

Net margin

2.4%-1.6% pts

FCF margin

-9.6%+13.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.62B$11.62B$9.68B$8.85B$7.19B
Net Income$275.5M$275.5M$330.4M$323.6M$282.4M
EBITDA$543.0M$543.0M$715.0M$646.2M$585.4M
EPS65.4765.4780.5379.3567.99
Gross Margin24.1%24.1%25.7%24.7%27.1%
Operating Margin4.7%4.7%5.3%6.0%6.7%
Net Margin2.4%2.4%3.4%3.7%3.9%
Balance Sheet
Debt/Equity1.091.090.940.790.91
Current Ratio2.402.40———
Cash Flow
Free Cash Flow$-1.11B$-1.11B$458.5M$343.9M$-1.68B
Returns
ROE5.2%5.2%6.6%6.8%6.3%
Valuation
P/E63.2463.243.803.434.06
EV/EBITDA22.1622.166.164.405.44
P/B1.371.370.250.230.26
Growth & Yield
Revenue Growth20.1%20.1%9.3%23.2%—
EPS Growth-18.7%-18.7%1.5%16.7%—
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%

3Y implied EPS CAGR

32.7%

muy exigente

EPS terminal req.

$152.98

Spread vs growth

-51.4%

5Y implied EPS CAGR

23.1%

exigente

EPS terminal req.

$185.10

Spread vs growth

-41.8%

10Y implied EPS CAGR

16.4%

exigente

EPS terminal req.

$298.11

Spread vs growth

-35.1%

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 +137.6%

Total return

+137.6%

Start / end P/E

9.0x → 26.3x

EPS bridge

80.53 → 65.47

Residual

-35.8%

EPS growth-18.7%
Multiple rerating+191.3%
Dividend+0.8%
Residual / FX / buybacks / cross-term-35.8%

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.