StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
3895.T$411.00-0.72%
Fair $411.00+0.0%

3895.T

Havix Corporation

Basic Materials / Paper & Paper ProductsTokyo

$411.00

-3.00 (-0.72%)

Fairly Valued+0.0%Fair Value $411.00Fund rank 30/100 · Data gapFallback financials|
SA 49/C
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $301.4M · quality 53.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

49/100

C

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 3895.TLocal privado en este navegador · Havix 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

$3.2B

P/E

5.9x

↓

EV/EBITDA

2.2x

↓

ROE

9.3%

↑

Gross Margin

19.5%

↓

Debt/Equity

0.18

↓
52-Week Range$411
$379$463

TradingView lightweight chart

3895.T price, volumen y niveles de valoración

Último $411.00Periodo -3.5%
Fair value: $411.00

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

+7.1%

FCF CAGR

—

FCF margin

-3.5%

FCF / Net income

-0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.40B · net income $672.5M · FCF $-475.5M

2022-FY → 2025-FY

Gross margin

19.5%+5.6% pts

Operating margin

5.2%+5.8% pts

Net margin

5.0%+27.5% pts

FCF margin

-3.5%-2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.40B$13.40B$13.20B$12.08B$10.90B
Net Income$672.5M$672.5M$674.8M$52.1M$-2.45B
EBITDA$1.02B$1.02B$1.05B$211.6M$-2.18B
EPS86.2286.2286.896.74-311.55
Gross Margin19.5%19.5%18.8%12.0%13.9%
Operating Margin5.2%5.2%5.7%-0.8%-0.6%
Net Margin5.0%5.0%5.1%0.4%-22.5%
Balance Sheet
Debt/Equity0.180.180.270.400.40
Current Ratio2.132.13———
Cash Flow
Free Cash Flow$-475.5M$-475.5M$1.38B$301.4M$-66.3M
Returns
ROE9.3%9.3%10.0%0.9%-39.9%
Valuation
P/E5.885.886.9750.45—
EV/EBITDA2.232.233.0611.30—
P/B0.440.440.700.430.46
Growth & Yield
Revenue Growth1.5%1.5%9.3%10.9%—
EPS Growth-0.8%-0.8%1189.2%102.2%—
Dividend Yield3.9%3.9%———

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

-24.9%

fácil

EPS terminal req.

$36.47

Spread vs growth

24.2%

5Y implied EPS CAGR

-12.5%

fácil

EPS terminal req.

$44.13

Spread vs growth

11.8%

10Y implied EPS CAGR

-1.9%

fácil

EPS terminal req.

$71.07

Spread vs growth

1.1%

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 -4.0%

Total return

-4.0%

Start / end P/E

5.1x → 4.8x

EPS bridge

86.89 → 86.22

Residual

+0.1%

EPS growth-0.8%
Multiple rerating-7.1%
Dividend+3.9%
Residual / FX / buybacks / cross-term+0.1%

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.