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2337.T$443.00-0.45%
Fair $443.00+0.0%

2337.T

Ichigo Inc.

Real Estate / Real Estate ServicesTokyo

$443.00

-2.00 (-0.45%)

Fairly Valued+0.0%Fair Value $443.00Fund rank 19/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 41.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

43/100

C

Piotroski

4/9

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 NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Debt-to-Equity ratio is 2.35, above the 2.0 threshold
Thesis & Journal · 2337.TLocal privado en este navegador · Ichigo 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

$174.9B

P/E

10.7x

↓

EV/EBITDA

13.9x

↑

ROE

13.6%

↑

Gross Margin

30.5%

↓

Debt/Equity

2.35

↑
52-Week Range$443
$347$529

TradingView lightweight chart

2337.T price, volumen y niveles de valoración

Último $443.00Periodo +269.2%
Fair value: $443.00

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

+13.7%

FCF CAGR

—

FCF margin

-40.2%

FCF / Net income

-2.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $83.58B · net income $15.19B · FCF $-33.58B

2022-FY → 2025-FY

Gross margin

30.5%+2.1% pts

Operating margin

30.4%+2.9% pts

Net margin

18.2%+6.8% pts

FCF margin

-40.2%-43.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$83.58B$83.58B$82.75B$68.09B$56.93B
Net Income$15.19B$15.19B$12.11B$9.41B$6.47B
EBITDA$29.80B$29.80B$25.27B$21.91B$17.73B
EPS34.7934.7926.8920.4513.81
Gross Margin30.5%30.5%25.2%28.5%28.4%
Operating Margin30.4%30.4%23.9%28.3%27.5%
Net Margin18.2%18.2%14.6%13.8%11.4%
Balance Sheet
Debt/Equity2.352.352.212.022.06
Current Ratio3.753.75———
Cash Flow
Free Cash Flow$-33.58B$-33.58B$-16.89B$-10.29B$1.95B
Returns
ROE13.6%13.6%11.5%9.1%6.4%
Valuation
P/E10.7210.7215.2114.1818.25
EV/EBITDA13.8513.8514.6513.8215.85
P/B1.731.731.751.291.16
Growth & Yield
Revenue Growth1.0%1.0%21.5%19.6%—
EPS Growth29.4%29.4%31.5%48.1%—
Dividend Yield3.5%3.5%———

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

4.2%

fácil

EPS terminal req.

$39.31

Spread vs growth

25.2%

5Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$47.56

Spread vs growth

22.9%

10Y implied EPS CAGR

8.2%

razonable

EPS terminal req.

$76.60

Spread vs growth

21.2%

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 +21.0%

Total return

+21.0%

Start / end P/E

14.0x → 12.7x

EPS bridge

26.89 → 34.79

Residual

-2.7%

EPS growth+29.4%
Multiple rerating-9.2%
Dividend+3.5%
Residual / FX / buybacks / cross-term-2.7%

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.