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3359.T$489.00-1.41%
Fair $489.00+0.0%

3359.T

cotta CO.,LTD

Consumer Cyclical / Packaging & ContainersTokyo

$489.00

-7.00 (-1.41%)

Fairly Valued+0.0%Fair Value $489.00Fund rank 33/100 · Data gapFallback financials|
SA 62/B
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $395.9M · quality 67.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

62/100

B

Piotroski

4/9

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 · 3359.TLocal privado en este navegador · cotta 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

$5.2B

P/E

11.4x

↓

EV/EBITDA

6.2x

↓

ROE

9.9%

↑

Gross Margin

29.7%

↑

Debt/Equity

0.90

↑
52-Week Range$489
$399$616

TradingView lightweight chart

3359.T price, volumen y niveles de valoración

Último $489.00Periodo +20.2%
Fair value: $489.00

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

+15.6%

FCF CAGR

+27.8%

FCF margin

4.9%

FCF / Net income

1.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.68B · net income $437.1M · FCF $668.9M

2022-FY → 2025-FY

Gross margin

29.7%-1.3% pts

Operating margin

5.6%-0.6% pts

Net margin

3.2%-1.3% pts

FCF margin

4.9%+1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.68B$13.68B$8.95B$8.62B$8.84B
Net Income$437.1M$437.1M$341.3M$570.9M$400.0M
EBITDA$1.07B$1.07B$665.0M$964.9M$724.2M
EPS41.1541.1531.9653.9637.61
Gross Margin29.7%29.7%31.5%34.0%31.0%
Operating Margin5.6%5.6%5.3%9.3%6.2%
Net Margin3.2%3.2%3.8%6.6%4.5%
Balance Sheet
Debt/Equity0.900.900.290.370.44
Current Ratio1.841.84———
Cash Flow
Free Cash Flow$668.9M$668.9M$211.9M$395.9M$320.8M
Returns
ROE9.9%9.9%8.2%14.6%11.9%
Valuation
P/E11.4011.4011.808.6410.45
EV/EBITDA6.196.195.114.595.32
P/B1.171.170.971.261.25
Growth & Yield
Revenue Growth52.8%52.8%3.9%-2.6%—
EPS Growth28.8%28.8%-40.8%43.5%—
Dividend Yield2.0%2.0%———

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

1.8%

fácil

EPS terminal req.

$43.39

Spread vs growth

27.0%

5Y implied EPS CAGR

5.0%

fácil

EPS terminal req.

$52.50

Spread vs growth

23.8%

10Y implied EPS CAGR

7.5%

razonable

EPS terminal req.

$84.56

Spread vs growth

21.3%

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 +24.3%

Total return

+24.3%

Start / end P/E

12.5x → 11.9x

EPS bridge

31.96 → 41.15

Residual

-1.5%

EPS growth+28.8%
Multiple rerating-5.1%
Dividend+2.0%
Residual / FX / buybacks / cross-term-1.5%

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.