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2666.T$157.00+0.00%
Fair $157.00+0.0%

2666.T

AUTOWAVE Co., Ltd.

Consumer Cyclical / Specialty RetailTokyo

$157.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $157.00Fund rank 35/100 · Data gapFallback financials|
SA 47/C
F-Score: 7/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $208.0M · quality 71.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

47/100

C

Piotroski

7/9

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 · 2666.TLocal privado en este navegador · AUTOWAVE 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

$2.3B

P/E

5.1x

↓

EV/EBITDA

5.3x

↓

ROE

6.5%

↑

Gross Margin

31.4%

↑

Debt/Equity

0.38

↓
52-Week Range$157
$142$184

TradingView lightweight chart

2666.T price, volumen y niveles de valoración

Último $157.00Periodo -90.2%
Fair value: $157.00

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

+6.1%

FCF CAGR

-30.6%

FCF margin

1.4%

FCF / Net income

0.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.87B · net income $268.7M · FCF $122.9M

2022-FY → 2025-FY

Gross margin

31.4%-1.1% pts

Operating margin

3.1%+1.1% pts

Net margin

3.0%+1.1% pts

FCF margin

1.4%-3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.87B$8.87B$8.42B$7.99B$7.42B
Net Income$268.7M$268.7M$263.1M$259.6M$141.1M
EBITDA$623.3M$623.3M$668.8M$644.0M$492.1M
EPS18.6018.6018.2117.969.76
Gross Margin31.4%31.4%32.4%33.5%32.4%
Operating Margin3.1%3.1%4.0%3.7%2.0%
Net Margin3.0%3.0%3.1%3.2%1.9%
Balance Sheet
Debt/Equity0.380.380.450.540.65
Current Ratio1.151.15———
Cash Flow
Free Cash Flow$122.9M$122.9M$397.0M$208.0M$367.5M
Returns
ROE6.5%6.5%6.7%7.1%4.1%
Valuation
P/E5.145.148.6811.1410.45
EV/EBITDA5.325.325.106.635.98
P/B0.550.550.580.790.43
Growth & Yield
Revenue Growth5.3%5.3%5.4%7.7%—
EPS Growth2.1%2.1%1.4%84.0%—
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%

3Y implied EPS CAGR

-9.2%

fácil

EPS terminal req.

$13.93

Spread vs growth

11.3%

5Y implied EPS CAGR

-1.9%

fácil

EPS terminal req.

$16.86

Spread vs growth

4.1%

10Y implied EPS CAGR

3.9%

fácil

EPS terminal req.

$27.15

Spread vs growth

-1.7%

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 +14.9%

Total return

+14.9%

Start / end P/E

7.9x → 8.4x

EPS bridge

18.21 → 18.60

Residual

+0.2%

EPS growth+2.1%
Multiple rerating+7.5%
Dividend+5.1%
Residual / FX / buybacks / cross-term+0.2%

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.