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4674.T$1542.00+0.65%
Fair $1542.00+0.0%

4674.T

Cresco Ltd.

Technology / Information Technology ServicesTokyo

$1542.00

+10.00 (+0.65%)

Fairly Valued+0.0%Fair Value $1542.00Fund rank 36/100 · Data gapFallback financials|
SA 72/B
F-Score: 8/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.9B · quality 76.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

72/100

B

Piotroski

8/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 4674.TLocal privado en este navegador · Cresco 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

$62.3B

P/E

11.9x

↓

EV/EBITDA

7.3x

↓

ROE

14.3%

↑

Gross Margin

20.0%

↓

Debt/Equity

0.06

↓
52-Week Range$1542
$1347$1827

TradingView lightweight chart

4674.T price, volumen y niveles de valoración

Último $1,542Periodo +768.7%
Fair value: $1,542

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

+9.7%

FCF CAGR

+11.4%

FCF margin

7.1%

FCF / Net income

0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $58.76B · net income $4.41B · FCF $4.17B

2022-FY → 2025-FY

Gross margin

20.0%+0.5% pts

Operating margin

10.2%+0.2% pts

Net margin

7.5%+0.2% pts

FCF margin

7.1%+0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$58.76B$58.76B$52.76B$48.37B$44.45B
Net Income$4.41B$4.41B$3.73B$3.33B$3.24B
EBITDA$6.88B$6.88B$6.22B$5.44B$5.33B
EPS106.83106.8390.0679.05—
Gross Margin20.0%20.0%19.6%19.9%19.6%
Operating Margin10.2%10.2%9.7%10.3%10.0%
Net Margin7.5%7.5%7.1%6.9%7.3%
Balance Sheet
Debt/Equity0.060.060.090.040.07
Current Ratio3.003.00———
Cash Flow
Free Cash Flow$4.17B$4.17B$2.95B$1.28B$3.01B
Returns
ROE14.3%14.3%13.5%13.6%14.6%
Valuation
P/E11.8811.8811.5610.70—
EV/EBITDA7.267.264.904.715.77
P/B2.062.061.561.461.85
Growth & Yield
Revenue Growth11.4%11.4%9.1%8.8%—
EPS Growth18.6%18.6%13.9%——
Dividend Yield4.6%4.6%———

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

8.6%

razonable

EPS terminal req.

$136.83

Spread vs growth

10.0%

5Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$165.56

Spread vs growth

9.5%

10Y implied EPS CAGR

9.6%

razonable

EPS terminal req.

$266.64

Spread vs growth

9.0%

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 +7.6%

Total return

+7.6%

Start / end P/E

16.6x → 14.4x

EPS bridge

90.06 → 106.83

Residual

-2.4%

EPS growth+18.6%
Multiple rerating-13.1%
Dividend+4.6%
Residual / FX / buybacks / cross-term-2.4%

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.