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3476.T$42700.00-0.93%
Fair $42700.00+0.0%

3476.T

MIRAI Corporation

Real Estate / REIT - DiversifiedTokyo

$42700.00

-400.00 (-0.93%)

Fairly Valued+0.0%Fair Value $42700.00Fund rank 22/100 · Data gapFallback financials|
SA 31/D
F-Score: 6/9

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 23.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

31/100

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: 0unknown: 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.
Thesis & Journal · 3476.TLocal privado en este navegador · MIRAI 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

$81.4B

P/E

16.1x

↑

EV/EBITDA

23.3x

↑

ROE

5.8%

↑

Gross Margin

49.9%

↑

Debt/Equity

1.07

↑
52-Week Range$42700
$41900$51900

TradingView lightweight chart

3476.T price, volumen y niveles de valoración

Último $42,700Periodo +1.7%
Fair value: $42,700

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

+9.6%

FCF CAGR

—

FCF margin

23.8%

FCF / Net income

0.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.40B · net income $5.05B · FCF $3.43B

2022-FY → 2025-FY

Gross margin

49.9%-7.1% pts

Operating margin

41.1%-6.1% pts

Net margin

35.1%-6.7% pts

FCF margin

23.8%+59.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.40B$14.40B$12.09B$12.05B$10.94B
Net Income$5.05B$5.05B$4.64B$4.60B$4.57B
EBITDA$7.37B$7.37B$6.86B$6.57B$6.33B
EPS2645.002645.002434.002597.352603.11
Gross Margin49.9%49.9%54.6%53.5%57.1%
Operating Margin41.1%41.1%45.0%43.9%47.2%
Net Margin35.1%35.1%38.4%38.2%41.8%
Balance Sheet
Debt/Equity1.071.071.051.051.04
Current Ratio0.930.93———
Cash Flow
Free Cash Flow$3.43B$3.43B$-7.37B$1.56B$-3.95B
Returns
ROE5.8%5.8%5.3%5.7%5.6%
Valuation
P/E16.1416.1416.2717.3818.38
EV/EBITDA23.2723.2723.9124.7225.93
P/B0.930.930.870.981.05
Growth & Yield
Revenue Growth19.1%19.1%0.3%10.2%—
EPS Growth8.7%8.7%-6.3%-0.2%—
Dividend Yield6.0%6.0%———

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

12.7%

razonable

EPS terminal req.

$3788.91

Spread vs growth

-4.1%

5Y implied EPS CAGR

11.6%

razonable

EPS terminal req.

$4584.59

Spread vs growth

-3.0%

10Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$7383.52

Spread vs growth

-2.1%

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 +7.7%

Total return

+7.7%

Start / end P/E

17.3x → 16.1x

EPS bridge

2434.00 → 2645.00

Residual

-0.6%

EPS growth+8.7%
Multiple rerating-6.4%
Dividend+6.0%
Residual / FX / buybacks / cross-term-0.6%

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.