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3293.T$760.00-0.52%
Fair $760.00+0.0%

3293.T

AZUMA HOUSE Co., Ltd.

Real Estate / Real Estate - DevelopmentTokyo

$760.00

-4.00 (-0.52%)

Fairly Valued+0.0%Fair Value $760.00Fund rank 28/100 · Data gapFallback financials|
SA 34/D
F-Score: 6/9
Low Profitability

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 19.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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: 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. ROE is 4.5%, below the 5% threshold
Thesis & Journal · 3293.TLocal privado en este navegador · AZUMA HOUSE 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

$6.1B

P/E

12.1x

↑

EV/EBITDA

7.8x

↓

ROE

4.5%

↑

Gross Margin

34.0%

↓

Debt/Equity

0.73

↑
52-Week Range$760
$729$808

TradingView lightweight chart

3293.T price, volumen y niveles de valoración

Último $760.00Periodo -8.3%
Fair value: $760.00

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

-1.5%

FCF CAGR

+12.2%

FCF margin

9.0%

FCF / Net income

1.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.28B · net income $765.3M · FCF $1.19B

2022-FY → 2025-FY

Gross margin

34.0%+1.6% pts

Operating margin

9.3%+0.7% pts

Net margin

5.8%+0.3% pts

FCF margin

9.0%+2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.28B$13.28B$13.09B$14.16B$13.91B
Net Income$765.3M$765.3M$797.1M$723.9M$755.9M
EBITDA$1.81B$1.81B$1.83B$1.75B$1.79B
EPS95.0795.0799.0690.2293.93
Gross Margin34.0%34.0%33.8%32.8%32.4%
Operating Margin9.3%9.3%7.7%8.5%8.6%
Net Margin5.8%5.8%6.1%5.1%5.4%
Balance Sheet
Debt/Equity0.730.730.820.780.85
Current Ratio2.302.30———
Cash Flow
Free Cash Flow$1.19B$1.19B$-1.02B$645.2M$844.6M
Returns
ROE4.5%4.5%4.8%4.5%4.8%
Valuation
P/E12.1312.137.758.297.64
EV/EBITDA7.787.788.308.107.88
P/B0.360.360.370.370.37
Growth & Yield
Revenue Growth1.5%1.5%-7.6%1.8%—
EPS Growth-4.0%-4.0%9.8%-3.9%—
Dividend Yield4.6%4.6%———

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

-10.8%

fácil

EPS terminal req.

$67.44

Spread vs growth

6.8%

5Y implied EPS CAGR

-3.0%

fácil

EPS terminal req.

$81.60

Spread vs growth

-1.0%

10Y implied EPS CAGR

3.3%

fácil

EPS terminal req.

$131.42

Spread vs growth

-7.3%

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 +8.7%

Total return

+8.7%

Start / end P/E

7.4x → 8.0x

EPS bridge

99.06 → 95.07

Residual

-0.3%

EPS growth-4.0%
Multiple rerating+8.5%
Dividend+4.6%
Residual / FX / buybacks / cross-term-0.3%

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.