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256A.T$1911.00-1.55%
Fair $1911.00+0.0%

256A.T

TOBISHIMA HOLDINGS Inc.

Industrials / Engineering & ConstructionTokyo

$1911.00

-30.00 (-1.55%)

Fairly Valued+0.0%Fair Value $1911.00Fund rank 22/100 · Data gapFallback financials|
SA 45/C
F-Score: 6/9

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 16%

FCF escenarios

weak_data · normalized FCF $1.4B · 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

45/100

C

Piotroski

6/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 256A.TLocal privado en este navegador · TOBISHIMA 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

$36.6B

P/E

7.6x

↓

EV/EBITDA

6.3x

↓

ROE

7.4%

↑

Gross Margin

11.4%

↓

Debt/Equity

0.72

↑
52-Week Range$1911
$1795$2684

TradingView lightweight chart

256A.T price, volumen y niveles de valoración

Último $1,911Periodo +35.6%
Fair value: $1,911

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

+5.5%

FCF CAGR

—

FCF margin

1.0%

FCF / Net income

0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $138.26B · net income $3.72B · FCF $1.40B

2022-FY → 2025-FY

Gross margin

11.4%+0.2% pts

Operating margin

4.6%+0.8% pts

Net margin

2.7%-0.0% pts

FCF margin

1.0%+7.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$138.26B$138.26B$132.05B$125.94B$117.66B
Net Income$3.72B$3.72B$3.40B$3.04B$3.22B
EBITDA$7.49B$7.49B$6.34B$4.97B$5.15B
EPS194.46194.46177.86158.81168.30
Gross Margin11.4%11.4%11.4%10.8%11.2%
Operating Margin4.6%4.6%4.0%3.3%3.9%
Net Margin2.7%2.7%2.6%2.4%2.7%
Balance Sheet
Debt/Equity0.720.720.710.410.37
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$1.40B$1.40B$-11.88B$5.64B$-7.81B
Returns
ROE7.4%7.4%7.0%6.6%7.3%
Valuation
P/E7.557.55———
EV/EBITDA6.306.30———
P/B0.730.73———
Growth & Yield
Revenue Growth4.7%4.7%4.8%7.0%—
EPS Growth9.3%9.3%12.0%-5.6%—
Dividend Yield5.7%5.7%———

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

-4.5%

fácil

EPS terminal req.

$169.57

Spread vs growth

13.8%

5Y implied EPS CAGR

1.1%

fácil

EPS terminal req.

$205.18

Spread vs growth

8.3%

10Y implied EPS CAGR

5.4%

razonable

EPS terminal req.

$330.44

Spread vs growth

3.9%

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 +6.9%

Total return

+6.9%

Start / end P/E

10.6x → 9.8x

EPS bridge

177.86 → 194.46

Residual

-0.7%

EPS growth+9.3%
Multiple rerating-7.4%
Dividend+5.7%
Residual / FX / buybacks / cross-term-0.7%

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.