StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
2689.T$2053.00-0.39%
Fair $2053.00+0.0%

2689.T

OLBA HEALTHCARE HOLDINGS, Inc.

Healthcare / Medical DistributionTokyo

$2053.00

-8.00 (-0.39%)

Fairly Valued+0.0%Fair Value $2053.00Fund rank 32/100 · Data gapFallback financials|
SA 53/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.6B · quality 57.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

53/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 2689.TLocal privado en este navegador · OLBA HEALTHCARE 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

$12.2B

P/E

9.9x

↓

EV/EBITDA

3.9x

↓

ROE

13.2%

↑

Gross Margin

11.5%

↓

Debt/Equity

0.14

↓
52-Week Range$2053
$1985$2238

TradingView lightweight chart

2689.T price, volumen y niveles de valoración

Último $2,053Periodo +381.9%
Fair value: $2,053

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+5.1%

FCF CAGR

-13.6%

FCF margin

1.4%

FCF / Net income

1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $118.56B · net income $1.50B · FCF $1.61B

2021-FY → 2024-FY

Gross margin

11.5%+0.1% pts

Operating margin

1.9%+0.4% pts

Net margin

1.3%+0.3% pts

FCF margin

1.4%-1.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$118.56B$118.56B$110.47B$107.96B$102.07B
Net Income$1.50B$1.50B$1.41B$1.54B$989.4M
EBITDA$2.83B$2.83B$2.68B$2.56B$1.94B
EPS251.68251.68234.90252.80162.66
Gross Margin11.5%11.5%11.7%11.6%11.4%
Operating Margin1.9%1.9%1.9%1.9%1.5%
Net Margin1.3%1.3%1.3%1.4%1.0%
Balance Sheet
Debt/Equity0.140.140.190.140.24
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$1.61B$1.61B$-910.5M$1.97B$2.49B
Returns
ROE13.2%13.2%13.7%16.9%12.2%
Valuation
P/E9.879.877.466.4110.32
EV/EBITDA3.913.913.753.105.17
P/B1.071.071.021.081.26
Growth & Yield
Revenue Growth7.3%7.3%2.3%5.8%—
EPS Growth7.1%7.1%-7.1%55.4%—
Dividend Yield3.9%3.9%———

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

-10.2%

fácil

EPS terminal req.

$182.17

Spread vs growth

17.4%

5Y implied EPS CAGR

-2.6%

fácil

EPS terminal req.

$220.43

Spread vs growth

9.8%

10Y implied EPS CAGR

3.5%

fácil

EPS terminal req.

$355.00

Spread vs growth

3.6%

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 +3.6%

Total return

+3.6%

Start / end P/E

8.8x → 8.2x

EPS bridge

234.90 → 251.68

Residual

-0.5%

EPS growth+7.1%
Multiple rerating-6.9%
Dividend+3.9%
Residual / FX / buybacks / cross-term-0.5%

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.