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2795.T$920.00+0.00%
Fair $920.00+0.0%

2795.T

Nippon Primex Inc.

Industrials / Specialty Industrial MachineryTokyo

$920.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $920.00Fund rank 33/100 · Data gapFallback financials|
SA 42/C
F-Score: 2/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $375.9M · quality 64.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

42/100

C

Piotroski

2/9

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 · 2795.TLocal privado en este navegador · Nippon Primex 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

$4.8B

P/E

10.7x

↓

EV/EBITDA

-0.5x

↓

ROE

5.2%

↓

Gross Margin

25.7%

↑

Debt/Equity

N/A

•
52-Week Range$920
$850$975

TradingView lightweight chart

2795.T price, volumen y niveles de valoración

Último $920.00Periodo -42.5%
Fair value: $920.00

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

+6.5%

FCF CAGR

+20.7%

FCF margin

5.3%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.09B · net income $408.8M · FCF $376.3M

2022-FY → 2025-FY

Gross margin

25.7%-1.7% pts

Operating margin

7.8%-0.3% pts

Net margin

5.8%-1.3% pts

FCF margin

5.3%+1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.09B$7.09B$6.94B$6.17B$5.88B
Net Income$408.8M$408.8M$504.4M$396.6M$416.5M
EBITDA$674.4M$674.4M$847.7M$695.4M$739.0M
EPS77.6877.6895.8475.3679.15
Gross Margin25.7%25.7%25.9%26.7%27.4%
Operating Margin7.8%7.8%8.3%8.5%8.0%
Net Margin5.8%5.8%7.3%6.4%7.1%
Balance Sheet
Current Ratio4.534.53———
Cash Flow
Free Cash Flow$376.3M$376.3M$375.9M$290.0M$214.2M
Returns
ROE5.2%5.2%6.7%5.8%6.4%
Valuation
P/E10.6810.688.449.979.05
EV/EBITDA-0.49-0.49-0.97-1.01-0.89
P/B0.610.610.570.580.58
Growth & Yield
Revenue Growth2.2%2.2%12.4%5.0%—
EPS Growth-18.9%-18.9%27.2%-4.8%—
Dividend Yield2.7%2.7%———

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

1.7%

fácil

EPS terminal req.

$81.63

Spread vs growth

-20.6%

5Y implied EPS CAGR

4.9%

fácil

EPS terminal req.

$98.78

Spread vs growth

-23.9%

10Y implied EPS CAGR

7.4%

razonable

EPS terminal req.

$159.08

Spread vs growth

-26.4%

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 +8.7%

Total return

+8.7%

Start / end P/E

9.1x → 11.8x

EPS bridge

95.84 → 77.68

Residual

-5.8%

EPS growth-18.9%
Multiple rerating+30.8%
Dividend+2.7%
Residual / FX / buybacks / cross-term-5.8%

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.