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v0.1
4923.T$1072.00-0.65%
Fair $1072.00+0.0%

4923.T

Cota Co., Ltd.

Consumer Defensive / Household & Personal ProductsTokyo

$1072.00

-7.00 (-0.65%)

Fairly Valued+0.0%Fair Value $1072.00Fund rank 31/100 · Data gapFallback financials|
SA 21/D
F-Score: 3/9
Margin Compression

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 $658.1M · 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 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

21/100

D

Piotroski

3/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 4923.TLocal privado en este navegador · Cota 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

$31.2B

P/E

23.8x

↑

EV/EBITDA

11.9x

↑

ROE

11.6%

↑

Gross Margin

69.6%

↑

Debt/Equity

N/A

•
52-Week Range$1072
$1051$1411

TradingView lightweight chart

4923.T price, volumen y niveles de valoración

Último $1,072Periodo +1123.9%
Fair value: $1,072

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

+2.6%

FCF CAGR

-4.2%

FCF margin

7.0%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.38B · net income $1.30B · FCF $658.1M

2022-FY → 2025-FY

Gross margin

69.6%-1.9% pts

Operating margin

19.5%-5.2% pts

Net margin

13.9%-2.1% pts

FCF margin

7.0%-1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.38B$9.38B$9.14B$8.80B$8.69B
Net Income$1.30B$1.30B$1.35B$1.56B$1.39B
EBITDA$2.20B$2.20B$2.27B$2.30B$2.37B
EPS44.5844.5845.5052.0746.83
Gross Margin69.6%69.6%69.8%71.3%71.4%
Operating Margin19.5%19.5%21.0%22.9%24.8%
Net Margin13.9%13.9%14.8%17.7%16.0%
Balance Sheet
Current Ratio4.424.42———
Cash Flow
Free Cash Flow$658.1M$658.1M$906.2M$359.5M$749.6M
Returns
ROE11.6%11.6%12.2%15.3%14.6%
Valuation
P/E23.8323.8330.3125.2124.13
EV/EBITDA11.9111.9115.5314.8311.75
P/B2.802.803.703.873.53
Growth & Yield
Revenue Growth2.6%2.6%3.8%1.3%—
EPS Growth-2.0%-2.0%-12.6%11.2%—
Dividend Yield1.8%1.8%———

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

28.7%

muy exigente

EPS terminal req.

$95.12

Spread vs growth

-30.8%

5Y implied EPS CAGR

20.9%

exigente

EPS terminal req.

$115.10

Spread vs growth

-22.9%

10Y implied EPS CAGR

15.3%

exigente

EPS terminal req.

$185.37

Spread vs growth

-17.3%

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 -19.4%

Total return

-19.4%

Start / end P/E

29.9x → 24.0x

EPS bridge

45.50 → 44.58

Residual

+0.4%

EPS growth-2.0%
Multiple rerating-19.5%
Dividend+1.8%
Residual / FX / buybacks / cross-term+0.4%

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.