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4918.T$262.00-2.58%
Fair $262.00+0.0%

4918.T

Ivy Cosmetics Corporation

Consumer Defensive / Household & Personal ProductsTokyo

$262.00

-7.00 (-2.58%)

Fairly Valued+0.0%Fair Value $262.00Fund rank 31/100 · Data gapFallback financials|
SA 34/D
F-Score: 6/9
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 23%

FCF escenarios

weak_data · normalized FCF $408.7M · quality 58.0/100

Data gap 31/100
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

34/100

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: 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 1.7%, below the 5% threshold
Thesis & Journal · 4918.TLocal privado en este navegador · Ivy Cosmetics 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

$1.6B

P/E

3.7x

↓

EV/EBITDA

50.0x

↑

ROE

1.7%

↓

Gross Margin

70.5%

↑

Debt/Equity

0.09

↓
52-Week Range$262
$248$460

TradingView lightweight chart

4918.T price, volumen y niveles de valoración

Último $264.00Periodo +99.2%
Fair value: $262.00

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

-6.1%

FCF CAGR

—

FCF margin

14.3%

FCF / Net income

9.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.93B · net income $43.0M · FCF $418.8M

2022-FY → 2025-FY

Gross margin

70.5%+1.9% pts

Operating margin

14.4%+12.1% pts

Net margin

1.5%+0.3% pts

FCF margin

14.3%+18.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.93B$2.93B$2.71B$2.94B$3.53B
Net Income$43.0M$43.0M$160.3M$-384.6M$40.4M
EBITDA$20.6M$20.6M$242.6M$-33.2M$184.8M
EPS2.442.4426.14-85.192.32
Gross Margin70.5%70.5%70.5%71.8%68.6%
Operating Margin14.4%14.4%6.9%-0.6%2.4%
Net Margin1.5%1.5%5.9%-13.1%1.1%
Balance Sheet
Debt/Equity0.090.090.200.530.52
Current Ratio1.291.29———
Cash Flow
Free Cash Flow$418.8M$418.8M$408.7M$243.3M$-160.6M
Returns
ROE1.7%1.7%7.2%-19.4%1.8%
Valuation
P/E3.663.6616.95—222.84
EV/EBITDA49.9849.9810.10—18.18
P/B0.570.570.991.081.02
Growth & Yield
Revenue Growth8.0%8.0%-7.8%-16.7%—
EPS Growth-90.7%-90.7%130.7%-3772.0%—
Dividend Yield11.4%11.4%———

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

112.0%

muy exigente

EPS terminal req.

$23.25

Spread vs growth

-202.7%

5Y implied EPS CAGR

63.1%

muy exigente

EPS terminal req.

$28.13

Spread vs growth

-153.7%

10Y implied EPS CAGR

33.9%

muy exigente

EPS terminal req.

$45.30

Spread vs growth

-124.6%

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 -6.1%

Total return

-6.1%

Start / end P/E

12.2x → 108.2x

EPS bridge

26.14 → 2.44

Residual

-710.7%

EPS growth-90.7%
Multiple rerating+783.8%
Dividend+11.4%
Residual / FX / buybacks / cross-term-710.7%

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.