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3475.T$1351.00-1.53%
Fair $1351.00+0.0%

3475.T

Good Com Asset Co., Ltd.

Real Estate / Real Estate - DiversifiedTokyo

$1351.00

-21.00 (-1.53%)

Fairly Valued+0.0%Fair Value $1351.00Fund rank 22/100 · Data gapFallback financials|
SA 32/D
F-Score: 1/9
Margin Compression

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 69.0/100

Data gap 22/100
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

32/100

D

Piotroski

1/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 3475.TLocal privado en este navegador · Good Com Asset 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

$38.7B

P/E

25.4x

↑

EV/EBITDA

18.1x

↑

ROE

10.7%

↑

Gross Margin

14.4%

↓

Debt/Equity

1.96

↑
52-Week Range$1351
$1065$1848

TradingView lightweight chart

3475.T price, volumen y niveles de valoración

Último $1,355Periodo +855.1%
Fair value: $1,351

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

+10.9%

FCF CAGR

—

FCF margin

-2.1%

FCF / Net income

-0.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $54.58B · net income $1.52B · FCF $-1.15B

2022-FY → 2025-FY

Gross margin

14.4%-4.6% pts

Operating margin

5.4%-6.1% pts

Net margin

2.8%-4.3% pts

FCF margin

-2.1%-10.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$54.58B$54.58B$59.75B$22.19B$40.05B
Net Income$1.52B$1.52B$3.32B$1.03B$2.86B
EBITDA$3.14B$3.14B$5.61B$2.12B$4.55B
EPS53.2853.28115.2135.7799.34
Gross Margin14.4%14.4%14.9%25.1%19.0%
Operating Margin5.4%5.4%9.1%9.6%11.5%
Net Margin2.8%2.8%5.6%4.6%7.1%
Balance Sheet
Debt/Equity1.961.961.423.480.88
Current Ratio3.143.14———
Cash Flow
Free Cash Flow$-1.15B$-1.15B$25.84B$-33.20B$3.48B
Returns
ROE10.7%10.7%23.8%8.9%24.9%
Valuation
P/E25.3725.377.2625.946.87
EV/EBITDA18.0818.085.7527.823.96
P/B2.722.721.732.301.71
Growth & Yield
Revenue Growth-8.7%-8.7%169.3%-44.6%—
EPS Growth-53.8%-53.8%222.1%-64.0%—
Dividend Yield3.4%3.4%———

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

31.0%

muy exigente

EPS terminal req.

$119.88

Spread vs growth

-84.8%

5Y implied EPS CAGR

22.2%

exigente

EPS terminal req.

$145.05

Spread vs growth

-75.9%

10Y implied EPS CAGR

15.9%

exigente

EPS terminal req.

$233.61

Spread vs growth

-69.7%

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 +16.7%

Total return

+16.7%

Start / end P/E

10.4x → 25.4x

EPS bridge

115.21 → 53.28

Residual

-77.9%

EPS growth-53.8%
Multiple rerating+145.0%
Dividend+3.4%
Residual / FX / buybacks / cross-term-77.9%

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.