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3487.T$143000.00-0.97%
Fair $143000.00+0.0%

3487.T

CRE Logistics REIT, Inc.

Real Estate / REIT - DiversifiedTokyo

$143000.00

-1400.00 (-0.97%)

Fairly Valued+0.0%Fair Value $143000.00Fund rank 29/100 · Data gapFallback financials|
SA 31/D
F-Score: 7/9

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 21.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

7/9

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 · 3487.TLocal privado en este navegador · CRE Logistics REIT, Inc.
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

$87.7B

P/E

19.9x

↑

EV/EBITDA

23.8x

↑

ROE

5.3%

↑

Gross Margin

65.4%

↑

Debt/Equity

0.84

↑
52-Week Range$143000
$141500$175400

TradingView lightweight chart

3487.T price, volumen y niveles de valoración

Último $143,000Periodo +30.0%
Fair value: $143,000

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

-0.6%

FCF CAGR

+9.3%

FCF margin

74.8%

FCF / Net income

1.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.47B · net income $4.44B · FCF $7.08B

2022-FY → 2025-FY

Gross margin

65.4%-5.9% pts

Operating margin

55.3%-6.4% pts

Net margin

46.9%-8.9% pts

FCF margin

74.8%+18.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.47B$9.47B$9.15B$8.76B$9.63B
Net Income$4.44B$4.44B$4.28B$4.17B$5.37B
EBITDA$6.59B$6.59B$6.28B$6.04B$7.03B
EPS7181.307181.306835.146648.209509.86
Gross Margin65.4%65.4%64.2%65.3%71.3%
Operating Margin55.3%55.3%53.9%55.0%61.7%
Net Margin46.9%46.9%46.8%47.6%55.8%
Balance Sheet
Debt/Equity0.840.840.840.830.79
Current Ratio0.350.35———
Cash Flow
Free Cash Flow$7.08B$7.08B$5.94B$-16.50B$5.42B
Returns
ROE5.3%5.3%5.1%4.9%7.0%
Valuation
P/E19.8919.8920.1223.2418.79
EV/EBITDA23.8323.8324.6827.6422.58
P/B1.061.061.021.141.32
Growth & Yield
Revenue Growth3.5%3.5%4.4%-9.0%—
EPS Growth5.1%5.1%2.8%-30.1%—
Dividend Yield5.3%5.3%———

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

20.9%

exigente

EPS terminal req.

$12688.87

Spread vs growth

-15.8%

5Y implied EPS CAGR

16.4%

exigente

EPS terminal req.

$15353.53

Spread vs growth

-11.3%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$24727.01

Spread vs growth

-8.1%

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 +3.6%

Total return

+3.6%

Start / end P/E

21.3x → 19.9x

EPS bridge

6835.14 → 7181.30

Residual

-0.3%

EPS growth+5.1%
Multiple rerating-6.5%
Dividend+5.3%
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.