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3282.T$101800.00-1.64%
Fair $101800.00+0.0%

3282.T

Comforia Residential REIT, Inc

Real Estate / REIT - ResidentialTokyo

$101800.00

-1700.00 (-1.64%)

Fairly Valued+0.0%Fair Value $101800.00Fund rank 23/100 · Data gapFallback financials|
SA 23/D
F-Score: 4/9

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 22.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

23/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 0unknown: 5
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 · 3282.TLocal privado en este navegador · Comforia Residential REIT, 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

$237.4B

P/E

25.5x

↑

EV/EBITDA

10.9x

↓

ROE

N/A

•

Gross Margin

56.6%

↑

Debt/Equity

N/A

•
52-Week Range$101800
$92133$115667

TradingView lightweight chart

3282.T price, volumen y niveles de valoración

Último $101,800Periodo +96.4%
Fair value: $101,800

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-54.9%

FCF / Net income

-1.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.43B · net income $9.71B · FCF $-13.41B

2021-FY → 2025-FY

Gross margin

56.6%— pts

Operating margin

47.2%— pts

Net margin

39.7%— pts

FCF margin

-54.9%— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$24.43B$24.43B$22.05B$20.87B$19.22B—
Net Income$9.71B$9.71B$8.75B$8.12B$7.32B—
EBITDA$14.51B$14.51B$13.00B$12.12B$11.09B—
EPS2079.112079.113846.893727.793464.29—
Gross Margin56.6%56.6%56.3%55.2%54.7%—
Operating Margin47.2%47.2%46.5%45.4%44.8%—
Net Margin39.7%39.7%39.7%38.9%38.1%—
Balance Sheet
Debt/Equity——1.111.111.071.04
Current Ratio0.580.58————
Cash Flow
Free Cash Flow$-13.41B$-13.41B$-6.43B$-9.86B$-10.87B—
Returns
ROE——5.6%5.5%5.2%—
Valuation
P/E25.4825.4826.6429.6932.62—
EV/EBITDA10.9510.9530.5132.6934.36—
P/B——1.501.631.68—
Growth & Yield
Revenue Growth10.8%10.8%5.6%8.6%——
EPS Growth-46.0%-46.0%3.2%7.6%——
Dividend Yield4.0%4.0%————

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

63.2%

muy exigente

EPS terminal req.

$9033.05

Spread vs growth

-109.1%

5Y implied EPS CAGR

39.4%

muy exigente

EPS terminal req.

$10929.99

Spread vs growth

-85.3%

10Y implied EPS CAGR

23.8%

exigente

EPS terminal req.

$17602.87

Spread vs growth

-69.8%

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 +13.7%

Total return

+13.7%

Start / end P/E

24.1x → 49.0x

EPS bridge

3846.89 → 2079.11

Residual

-47.3%

EPS growth-46.0%
Multiple rerating+102.9%
Dividend+4.0%
Residual / FX / buybacks / cross-term-47.3%

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.