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287A.T$1054.00+0.38%
Fair $1054.00+0.0%

287A.T

287A.T

Industrials / ConglomeratesTokyo

$1054.00

+4.00 (+0.38%)

Fairly Valued+0.0%Fair Value $1054.00Fund rank 33/100 · Data gapFallback financials|
SA 49/C
F-Score: 7/9
Declining Revenue

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.3B · quality 66.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

49/100

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: 1unknown: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 287A.TLocal privado en este navegador · 287A.T
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

$44.7B

P/E

12.8x

↓

EV/EBITDA

6.5x

↓

ROE

10.2%

↑

Gross Margin

17.6%

↓

Debt/Equity

0.76

↑
52-Week Range$1054
$831$1128

TradingView lightweight chart

287A.T price, volumen y niveles de valoración

Último $1,054Periodo +20.5%
Fair value: $1,054

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

—

FCF CAGR

—

FCF margin

2.6%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $121.33B · net income $3.91B · FCF $3.16B

2022-FY → 2025-FY

Gross margin

17.6%— pts

Operating margin

4.9%— pts

Net margin

3.2%— pts

FCF margin

2.6%— pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$121.33B$121.33B$126.69B$139.28B—
Net Income$3.91B$3.91B$378.0M$2.60B—
EBITDA$8.98B$8.98B$4.85B$8.38B—
EPS92.0492.048.7055.77—
Gross Margin17.6%17.6%13.8%14.6%—
Operating Margin4.9%4.9%1.6%3.3%—
Net Margin3.2%3.2%0.3%1.9%—
Balance Sheet
Debt/Equity0.760.760.940.991.30
Current Ratio1.631.63———
Cash Flow
Free Cash Flow$3.16B$3.16B$8.98B$5.30B—
Returns
ROE10.2%10.2%1.1%7.5%—
Valuation
P/E12.8012.80———
EV/EBITDA6.516.51———
P/B1.171.17———
Growth & Yield
Revenue Growth-4.2%-4.2%-9.0%——
EPS Growth958.0%958.0%-84.4%——
Dividend Yield6.0%6.0%———

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

0.5%

fácil

EPS terminal req.

$93.52

Spread vs growth

957.5%

5Y implied EPS CAGR

4.2%

fácil

EPS terminal req.

$113.17

Spread vs growth

953.8%

10Y implied EPS CAGR

7.1%

razonable

EPS terminal req.

$182.25

Spread vs growth

950.9%

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 +22.7%

Total return

+22.7%

Start / end P/E

103.8x → 11.5x

EPS bridge

8.70 → 92.04

Residual

-852.3%

EPS growth+958.0%
Multiple rerating-89.0%
Dividend+6.0%
Residual / FX / buybacks / cross-term-852.3%

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.