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4829.T$102.00-3.70%
Fair $102.00+0.0%

4829.T

Nihon Enterprise Co.,Ltd.

Technology / Software - ApplicationTokyo

$102.00

-4.00 (-3.70%)

Fairly Valued+0.0%Fair Value $102.00Fund rank 26/100 · Data gapFallback financials|
SA 25/D
F-Score: 5/9
Low Profitability

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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $186.1M · quality 38.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

25/100

D

Piotroski

5/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 0.5%, below the 5% threshold
Thesis & Journal · 4829.TLocal privado en este navegador · Nihon Enterprise 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

$3.9B

P/E

120.0x

↑

EV/EBITDA

0.4x

↓

ROE

0.5%

↓

Gross Margin

36.9%

↑

Debt/Equity

N/A

•
52-Week Range$102
$103$143

TradingView lightweight chart

4829.T price, volumen y niveles de valoración

Último $104.00Periodo -66.7%
Fair value: $102.00

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

+3.4%

FCF CAGR

—

FCF margin

0.7%

FCF / Net income

1.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.44B · net income $21.7M · FCF $30.0M

2022-FY → 2025-FY

Gross margin

36.9%-5.2% pts

Operating margin

1.5%-1.0% pts

Net margin

0.5%-1.3% pts

FCF margin

0.7%+2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.44B$4.44B$4.70B$4.21B$4.02B
Net Income$21.7M$21.7M$209.3M$103.2M$71.6M
EBITDA$204.5M$204.5M$414.3M$304.3M$284.8M
EPS0.560.565.432.681.81
Gross Margin36.9%36.9%36.7%40.2%42.0%
Operating Margin1.5%1.5%5.6%4.3%2.6%
Net Margin0.5%0.5%4.5%2.5%1.8%
Balance Sheet
Debt/Equity——0.030.040.04
Current Ratio7.137.13———
Cash Flow
Free Cash Flow$30.0M$30.0M$186.1M$217.4M$-83.3M
Returns
ROE0.5%0.5%4.3%2.2%1.5%
Valuation
P/E120.00120.0023.7650.0088.95
EV/EBITDA0.440.441.713.328.27
P/B0.830.831.011.081.34
Growth & Yield
Revenue Growth-5.4%-5.4%11.5%4.7%—
EPS Growth-89.7%-89.7%102.6%48.1%—
Dividend Yield2.9%2.9%———

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

152.8%

muy exigente

EPS terminal req.

$9.05

Spread vs growth

-242.5%

5Y implied EPS CAGR

81.2%

muy exigente

EPS terminal req.

$10.95

Spread vs growth

-170.9%

10Y implied EPS CAGR

41.2%

muy exigente

EPS terminal req.

$17.64

Spread vs growth

-130.9%

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 -11.2%

Total return

-11.2%

Start / end P/E

22.3x → 185.7x

EPS bridge

5.43 → 0.56

Residual

-657.8%

EPS growth-89.7%
Multiple rerating+733.4%
Dividend+2.9%
Residual / FX / buybacks / cross-term-657.8%

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.