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3374.T$2954.00-1.86%
Fair $2954.00+0.0%

3374.T

Naigai Tec Corporation

Industrials / Electrical Equipment & PartsTokyo

$2954.00

-56.00 (-1.86%)

Fairly Valued+0.0%Fair Value $2954.00Fund rank 26/100 · Data gapFallback financials|
SA 63/B
F-Score: 5/9
Declining Revenue

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 18%

FCF escenarios

weak_data · normalized FCF $-624.2M · quality 44.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

63/100

B

Piotroski

5/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 2 consecutive years
Thesis & Journal · 3374.TLocal privado en este navegador · Naigai Tec Corporation
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

$10.3B

P/E

10.6x

↓

EV/EBITDA

2.8x

↓

ROE

8.8%

↑

Gross Margin

13.1%

↓

Debt/Equity

0.29

↓
52-Week Range$2954
$1961$3215

TradingView lightweight chart

3374.T price, volumen y niveles de valoración

Último $2,954Periodo +34.3%
Fair value: $2,954

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

-2.0%

FCF CAGR

—

FCF margin

-1.8%

FCF / Net income

-0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $35.34B · net income $1.05B · FCF $-624.2M

2022-FY → 2025-FY

Gross margin

13.1%+1.1% pts

Operating margin

4.4%-1.3% pts

Net margin

3.0%-1.1% pts

FCF margin

-1.8%-7.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$35.34B$35.34B$39.01B$45.28B$37.55B
Net Income$1.05B$1.05B$848.5M$1.64B$1.54B
EBITDA$1.97B$1.97B$1.68B$2.64B$2.37B
EPS299.93299.93242.66469.41442.17
Gross Margin13.1%13.1%10.4%11.4%12.0%
Operating Margin4.4%4.4%3.1%5.2%5.7%
Net Margin3.0%3.0%2.2%3.6%4.1%
Balance Sheet
Debt/Equity0.290.290.400.480.29
Current Ratio1.951.95———
Cash Flow
Free Cash Flow$-624.2M$-624.2M$389.0M$-1.41B$2.02B
Returns
ROE8.8%8.8%7.4%15.3%16.2%
Valuation
P/E10.6310.6312.635.235.88
EV/EBITDA2.802.802.921.060.59
P/B0.870.870.940.800.95
Growth & Yield
Revenue Growth-9.4%-9.4%-13.8%20.6%—
EPS Growth23.6%23.6%-48.3%6.2%—
Dividend Yield3.6%3.6%———

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

-4.4%

fácil

EPS terminal req.

$262.12

Spread vs growth

28.0%

5Y implied EPS CAGR

1.1%

fácil

EPS terminal req.

$317.16

Spread vs growth

22.5%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$510.79

Spread vs growth

18.1%

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 +52.9%

Total return

+52.9%

Start / end P/E

8.2x → 9.8x

EPS bridge

242.66 → 299.93

Residual

+4.9%

EPS growth+23.6%
Multiple rerating+20.8%
Dividend+3.6%
Residual / FX / buybacks / cross-term+4.9%

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.