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2687.T$480.00-0.62%
Fair $480.00+0.0%

2687.T

CVS Bay Area Inc.

Consumer Defensive / Grocery StoresTokyo

$480.00

-3.00 (-0.62%)

Fairly Valued+0.0%Fair Value $480.00Fund rank 22/100 · Data gapFallback financials|
SA 8/F
F-Score: 4/9
Low Profitability

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 17%

FCF escenarios

weak_data · normalized FCF $-644.2M · quality 39.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

8/100

F

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -36.5%, below the 5% threshold
Thesis & Journal · 2687.TLocal privado en este navegador · CVS Bay Area 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

$2.4B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-36.5%

↓

Gross Margin

48.0%

↑

Debt/Equity

1.83

↑
52-Week Range$480
$478$660

TradingView lightweight chart

2687.T price, volumen y niveles de valoración

Último $480.00Periodo -43.0%
Fair value: $480.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+4.5%

FCF CAGR

—

FCF margin

-3.0%

FCF / Net income

0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.90B · net income $-1.14B · FCF $-233.9M

2023-FY → 2026-FY

Gross margin

48.0%+8.6% pts

Operating margin

1.6%+0.5% pts

Net margin

-14.4%-14.2% pts

FCF margin

-3.0%-0.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$7.90B$7.90B$7.82B$7.52B$6.93B
Net Income$-1.14B$-1.14B$1.12B$697.6M$-13.5M
EBITDA$-299.3M$-299.3M$1.42B$613.3M$195.6M
EPS———141.32-2.74
Gross Margin48.0%48.0%46.6%45.1%39.4%
Operating Margin1.6%1.6%5.4%6.5%1.2%
Net Margin-14.4%-14.4%14.4%9.3%-0.2%
Balance Sheet
Debt/Equity1.831.831.211.581.63
Current Ratio0.860.86———
Cash Flow
Free Cash Flow$-233.9M$-233.9M$-1.08B$-644.2M$-201.0M
Returns
ROE-36.5%-36.5%25.6%20.8%-0.5%
Valuation
P/E———4.81—
EV/EBITDA——4.3711.0824.36
P/B0.760.760.611.000.75
Growth & Yield
Revenue Growth1.0%1.0%4.0%8.6%—
EPS Growth———5257.7%—
Dividend Yield4.2%4.2%———

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 -7.1%

Total return

-7.1%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

-11.3%

EPS growthn/d
Multiple reratingn/d
Dividend+4.2%
Residual / FX / buybacks / cross-term-11.3%

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.