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2984.T$715.00-1.92%
Fair $715.00+0.0%

2984.T

Yamaichi Real Estate Co., Ltd

Real Estate / Real Estate - DevelopmentTokyo

$715.00

-14.00 (-1.92%)

Fairly Valued+0.0%Fair Value $715.00Fund rank 18/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9
High DebtMargin Compression

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 45.0/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

36/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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 2.33, above the 2.0 threshold Operating margin has declined for 3 consecutive years
Thesis & Journal · 2984.TLocal privado en este navegador · Yamaichi Real Estate 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

$6.2B

P/E

9.6x

↓

EV/EBITDA

13.0x

↓

ROE

5.0%

↑

Gross Margin

24.8%

↓

Debt/Equity

2.33

↑
52-Week Range$715
$662$791

TradingView lightweight chart

2984.T price, volumen y niveles de valoración

Último $715.00Periodo -9.3%
Fair value: $715.00

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

+2.9%

FCF CAGR

—

FCF margin

-15.7%

FCF / Net income

-4.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.91B · net income $682.5M · FCF $-3.28B

2022-FY → 2025-FY

Gross margin

24.8%-4.4% pts

Operating margin

8.4%-6.6% pts

Net margin

3.3%-5.1% pts

FCF margin

-15.7%-37.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.91B$20.91B$20.08B$18.63B$19.18B
Net Income$682.5M$682.5M$1.26B$1.31B$1.60B
EBITDA$2.47B$2.47B$3.07B$2.97B$3.30B
EPS80.4180.41174.30191.99300.88
Gross Margin24.8%24.8%26.1%27.7%29.2%
Operating Margin8.4%8.4%11.7%13.5%14.9%
Net Margin3.3%3.3%6.2%7.0%8.4%
Balance Sheet
Debt/Equity2.332.332.432.322.73
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$-3.28B$-3.28B$342.5M$-2.90B$4.14B
Returns
ROE5.0%5.0%10.5%12.0%19.8%
Valuation
P/E9.649.645.494.67—
EV/EBITDA12.9912.999.398.95—
P/B0.450.450.580.56—
Growth & Yield
Revenue Growth4.1%4.1%7.8%-2.9%—
EPS Growth-53.9%-53.9%-9.2%-36.2%—
Dividend Yield4.3%4.3%———

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

-7.6%

fácil

EPS terminal req.

$63.44

Spread vs growth

-46.3%

5Y implied EPS CAGR

-0.9%

fácil

EPS terminal req.

$76.77

Spread vs growth

-52.9%

10Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$123.64

Spread vs growth

-58.3%

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 +11.3%

Total return

+11.3%

Start / end P/E

3.8x → 8.9x

EPS bridge

174.30 → 80.41

Residual

-71.1%

EPS growth-53.9%
Multiple rerating+132.0%
Dividend+4.3%
Residual / FX / buybacks / cross-term-71.1%

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.