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3183.T$1189.00-1.33%
Fair $1189.00+0.0%

3183.T

WIN-Partners Co., Ltd.

Healthcare / Medical DistributionTokyo

$1189.00

-16.00 (-1.33%)

Fairly Valued+0.0%Fair Value $1189.00Fund rank 23/100 · Data gapFallback financials|
SA 34/D
F-Score: 6/9

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 34% · confianza 15%

FCF escenarios

weak_data · normalized FCF $1.6B · quality 32.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

34/100

D

Piotroski

6/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 3183.TLocal privado en este navegador · WIN-Partners 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

$32.7B

P/E

15.6x

↓

EV/EBITDA

5.8x

↓

ROE

8.4%

↑

Gross Margin

12.2%

↓

Debt/Equity

N/A

•
52-Week Range$1189
$1187$1527

TradingView lightweight chart

3183.T price, volumen y niveles de valoración

Último $1,189Periodo +1000.9%
Fair value: $1,189

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

+7.0%

FCF CAGR

—

FCF margin

2.0%

FCF / Net income

0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $81.41B · net income $2.02B · FCF $1.59B

2022-FY → 2025-FY

Gross margin

12.2%-0.7% pts

Operating margin

3.4%-0.7% pts

Net margin

2.5%-0.3% pts

FCF margin

2.0%+2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$81.41B$81.41B$77.06B$70.85B$66.39B
Net Income$2.02B$2.02B$1.84B$2.05B$1.83B
EBITDA$3.10B$3.10B$2.92B$3.11B$2.82B
EPS70.4570.4564.4072.0463.88
Gross Margin12.2%12.2%12.4%12.2%12.8%
Operating Margin3.4%3.4%3.4%3.5%4.2%
Net Margin2.5%2.5%2.4%2.9%2.8%
Balance Sheet
Current Ratio1.701.70———
Cash Flow
Free Cash Flow$1.59B$1.59B$2.54B$-525.2M$-136.9M
Returns
ROE8.4%8.4%7.9%9.0%8.4%
Valuation
P/E15.6415.6418.4514.0215.70
EV/EBITDA5.775.775.393.844.68
P/B1.421.421.451.261.32
Growth & Yield
Revenue Growth5.6%5.6%8.8%6.7%—
EPS Growth9.4%9.4%-10.6%12.8%—
Dividend Yield9.1%9.1%———

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

14.4%

razonable

EPS terminal req.

$105.50

Spread vs growth

-5.0%

5Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$127.66

Spread vs growth

-3.2%

10Y implied EPS CAGR

11.3%

razonable

EPS terminal req.

$205.60

Spread vs growth

-1.9%

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 +2.3%

Total return

+2.3%

Start / end P/E

19.8x → 16.9x

EPS bridge

64.40 → 70.45

Residual

-1.4%

EPS growth+9.4%
Multiple rerating-14.8%
Dividend+9.1%
Residual / FX / buybacks / cross-term-1.4%

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.