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2981.T$1943.00-0.92%
Fair $1943.00+0.0%

2981.T

Landix Inc.

Real Estate / Real Estate - DevelopmentTokyo

$1943.00

-18.00 (-0.92%)

Fairly Valued+0.0%Fair Value $1943.00Fund rank 20/100 · Data gapFallback financials|
SA 51/C
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 65.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

51/100

C

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · 2981.TLocal privado en este navegador · Landix 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

$11.1B

P/E

6.0x

↓

EV/EBITDA

7.4x

↓

ROE

16.8%

↑

Gross Margin

21.6%

↓

Debt/Equity

1.47

↑
52-Week Range$1943
$1580$2970

TradingView lightweight chart

2981.T price, volumen y niveles de valoración

Último $1,943Periodo +1.7%
Fair value: $1,943

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

+22.1%

FCF CAGR

—

FCF margin

-17.5%

FCF / Net income

-2.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.27B · net income $1.40B · FCF $-3.56B

2022-FY → 2025-FY

Gross margin

21.6%-4.0% pts

Operating margin

11.1%-2.1% pts

Net margin

6.9%-1.5% pts

FCF margin

-17.5%-6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.27B$20.27B$17.04B$15.02B$11.13B
Net Income$1.40B$1.40B$790.2M$1.05B$937.2M
EBITDA$2.31B$2.31B$1.35B$1.73B$1.52B
EPS246.34246.34138.47184.37164.43
Gross Margin21.6%21.6%18.7%21.9%25.6%
Operating Margin11.1%11.1%7.5%11.2%13.2%
Net Margin6.9%6.9%4.6%7.0%8.4%
Balance Sheet
Debt/Equity1.471.471.050.951.07
Current Ratio1.911.91———
Cash Flow
Free Cash Flow$-3.56B$-3.56B$-1.08B$541.4M$-1.21B
Returns
ROE16.8%16.8%11.1%16.1%16.6%
Valuation
P/E6.006.008.606.977.61
EV/EBITDA7.447.446.774.905.69
P/B1.331.330.951.121.26
Growth & Yield
Revenue Growth18.9%18.9%13.5%34.9%—
EPS Growth77.9%77.9%-24.9%12.1%—
Dividend Yield2.9%2.9%———

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

-11.2%

fácil

EPS terminal req.

$172.41

Spread vs growth

89.1%

5Y implied EPS CAGR

-3.3%

fácil

EPS terminal req.

$208.61

Spread vs growth

81.2%

10Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$335.98

Spread vs growth

74.7%

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 +24.3%

Total return

+24.3%

Start / end P/E

11.6x → 7.9x

EPS bridge

138.47 → 246.34

Residual

-24.7%

EPS growth+77.9%
Multiple rerating-31.7%
Dividend+2.9%
Residual / FX / buybacks / cross-term-24.7%

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.