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297A.T$210.00+0.00%
Fair $210.00+0.0%

297A.T

Alpico Holdings Co., Ltd.

Industrials / ConglomeratesTokyo

$210.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $210.00Fund rank 27/100 · Data gapFallback financials|
SA 32/D
F-Score: 8/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $694.4M · quality 37.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

32/100

D

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 297A.TLocal privado en este navegador · Alpico Holdings 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

$14.5B

P/E

7.7x

↓

EV/EBITDA

5.7x

↓

ROE

15.8%

↑

Gross Margin

30.3%

↑

Debt/Equity

1.79

↑
52-Week Range$210
$206$260

TradingView lightweight chart

297A.T price, volumen y niveles de valoración

Último $210.00Periodo +9.9%
Fair value: $210.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+5.9%

FCF CAGR

-69.2%

FCF margin

0.1%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $103.84B · net income $2.29B · FCF $65.7M

2023-FY → 2025-FY

Gross margin

30.3%+1.7% pts

Operating margin

3.3%+2.7% pts

Net margin

2.2%+2.1% pts

FCF margin

0.1%-0.7% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$103.84B$103.84B$99.62B$92.64B
Net Income$2.29B$2.29B$904.5M$72.5M
EBITDA$6.18B$6.18B$4.55B$4.01B
EPS35.4335.4312.721.02
Gross Margin30.3%30.3%29.5%28.6%
Operating Margin3.3%3.3%2.5%0.6%
Net Margin2.2%2.2%0.9%0.1%
Balance Sheet
Debt/Equity1.791.792.462.98
Current Ratio0.760.76——
Cash Flow
Free Cash Flow$65.7M$65.7M$6.86B$694.4M
Returns
ROE15.8%15.8%8.6%0.7%
Valuation
P/E7.667.66——
EV/EBITDA5.675.67——
P/B0.910.91——
Growth & Yield
Revenue Growth4.2%4.2%7.5%—
EPS Growth178.6%178.6%1147.1%—
Dividend Yield2.4%2.4%——

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

-19.3%

fácil

EPS terminal req.

$18.63

Spread vs growth

197.8%

5Y implied EPS CAGR

-8.6%

fácil

EPS terminal req.

$22.55

Spread vs growth

187.2%

10Y implied EPS CAGR

0.2%

fácil

EPS terminal req.

$36.31

Spread vs growth

178.3%

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 -1.3%

Total return

-1.3%

Start / end P/E

17.1x → 5.9x

EPS bridge

12.72 → 35.43

Residual

-116.8%

EPS growth+178.6%
Multiple rerating-65.4%
Dividend+2.4%
Residual / FX / buybacks / cross-term-116.8%

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.