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2311.T$775.00-1.39%
Fair $775.00+0.0%

2311.T

EPCO Co.,Ltd.

Industrials / Engineering & ConstructionTokyo

$775.00

-11.00 (-1.39%)

Fairly Valued+0.0%Fair Value $775.00Fund rank 30/100 · Data gapFallback financials|
SA 57/C
F-Score: 5/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $286.7M · quality 51.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

57/100

C

Piotroski

5/9

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 · 2311.TLocal privado en este navegador · EPCO Co.,Ltd.
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

$6.9B

P/E

16.3x

↓

EV/EBITDA

6.8x

↓

ROE

9.1%

↑

Gross Margin

29.5%

↑

Debt/Equity

0.11

↓
52-Week Range$775
$705$935

TradingView lightweight chart

2311.T price, volumen y niveles de valoración

Último $780.00Periodo -25.7%
Fair value: $775.00

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

+9.1%

FCF CAGR

—

FCF margin

4.6%

FCF / Net income

0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.25B · net income $424.9M · FCF $286.7M

2022-FY → 2025-FY

Gross margin

29.5%+4.4% pts

Operating margin

6.0%+4.7% pts

Net margin

6.8%-0.7% pts

FCF margin

4.6%+12.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.25B$6.25B$5.61B$5.06B$4.82B
Net Income$424.9M$424.9M$327.1M$626.5M$359.2M
EBITDA$678.3M$678.3M$567.0M$920.6M$615.9M
EPS——36.5870.1440.28
Gross Margin29.5%29.5%31.1%26.1%25.1%
Operating Margin6.0%6.0%6.0%3.2%1.4%
Net Margin6.8%6.8%5.8%12.4%7.5%
Balance Sheet
Debt/Equity0.110.110.11——
Current Ratio3.313.31———
Cash Flow
Free Cash Flow$286.7M$286.7M$247.6M$437.0M$-401.3M
Returns
ROE9.1%9.1%7.0%13.4%8.2%
Valuation
P/E16.3216.3221.2713.0616.86
EV/EBITDA6.806.809.327.257.55
P/B1.481.481.501.751.38
Growth & Yield
Revenue Growth11.5%11.5%10.8%5.0%—
EPS Growth——-47.8%74.1%—
Dividend Yield5.1%5.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +15.8%

Total return

+15.8%

Start / end P/E

n/dx → n/dx

EPS bridge

36.58 → n/d

Residual

+10.6%

EPS growthn/d
Multiple reratingn/d
Dividend+5.1%
Residual / FX / buybacks / cross-term+10.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.