StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
2983.T$1356.00-0.44%
Fair $1356.00+0.0%

2983.T

Arr Planner Co., Ltd.

Real Estate / Real Estate - DevelopmentTokyo

$1356.00

-6.00 (-0.44%)

Fairly Valued+0.0%Fair Value $1356.00Fund rank 21/100 · Data gapFallback financials|
SA 49/C
F-Score: 5/9
High Debt

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 66.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

5/9

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 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. Debt-to-Equity ratio is 2.48, above the 2.0 threshold
Thesis & Journal · 2983.TLocal privado en este navegador · Arr Planner 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

5.9x

↓

EV/EBITDA

6.9x

↓

ROE

31.4%

↑

Gross Margin

18.2%

↓

Debt/Equity

2.48

↑
52-Week Range$1356
$703$2400

TradingView lightweight chart

2983.T price, volumen y niveles de valoración

Último $1,356Periodo +139.2%
Fair value: $1,356

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+15.9%

FCF CAGR

—

FCF margin

-2.9%

FCF / Net income

-0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $48.62B · net income $2.46B · FCF $-1.43B

2023-FY → 2026-FY

Gross margin

18.2%+2.7% pts

Operating margin

7.7%+5.5% pts

Net margin

5.1%+4.0% pts

FCF margin

-2.9%+8.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$48.62B$48.62B$40.19B$32.07B$31.24B
Net Income$2.46B$2.46B$1.44B$221.8M$327.3M
EBITDA$3.98B$3.98B$2.42B$757.9M$878.9M
EPS230.44230.44134.7920.6330.39
Gross Margin18.2%18.2%16.8%14.9%15.5%
Operating Margin7.7%7.7%5.4%1.7%2.2%
Net Margin5.1%5.1%3.6%0.7%1.0%
Balance Sheet
Debt/Equity2.482.482.943.723.77
Current Ratio1.471.47———
Cash Flow
Free Cash Flow$-1.43B$-1.43B$1.71B$427.1M$-3.46B
Returns
ROE31.4%31.4%25.4%5.1%7.7%
Valuation
P/E5.885.885.2716.4812.56
EV/EBITDA6.926.927.7921.7319.54
P/B1.851.851.340.840.97
Growth & Yield
Revenue Growth21.0%21.0%25.3%2.6%—
EPS Growth71.0%71.0%553.5%-32.1%—
Dividend Yield3.3%3.3%———

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

-19.5%

fácil

EPS terminal req.

$120.32

Spread vs growth

90.4%

5Y implied EPS CAGR

-8.8%

fácil

EPS terminal req.

$145.59

Spread vs growth

79.7%

10Y implied EPS CAGR

0.2%

fácil

EPS terminal req.

$234.47

Spread vs growth

70.8%

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 +93.2%

Total return

+93.2%

Start / end P/E

5.3x → 5.9x

EPS bridge

134.79 → 230.44

Residual

+7.9%

EPS growth+71.0%
Multiple rerating+11.1%
Dividend+3.3%
Residual / FX / buybacks / cross-term+7.9%

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.