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5071.T$1385.00+0.73%
Fair $1385.00+0.0%

5071.T

VIS Co., Ltd.

Industrials / Specialty Business ServicesTokyo

$1385.00

+10.00 (+0.73%)

Fairly Valued+0.0%Fair Value $1385.00Fund rank 34/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9

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 $1.1B · quality 67.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

48/100

C

Piotroski

7/9

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 · 5071.TLocal privado en este navegador · VIS 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

$11.7B

P/E

8.5x

↓

EV/EBITDA

2.7x

↓

ROE

19.6%

↑

Gross Margin

29.1%

↑

Debt/Equity

N/A

•
52-Week Range$1385
$1175$1688

TradingView lightweight chart

5071.T price, volumen y niveles de valoración

Último $1,385Periodo +94.0%
Fair value: $1,385

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

+14.9%

FCF CAGR

+3.9%

FCF margin

9.3%

FCF / Net income

1.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.25B · net income $1.36B · FCF $1.51B

2022-FY → 2025-FY

Gross margin

29.1%+2.5% pts

Operating margin

11.8%+2.4% pts

Net margin

8.4%+1.9% pts

FCF margin

9.3%-3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.25B$16.25B$14.40B$13.22B$10.73B
Net Income$1.36B$1.36B$991.3M$856.0M$687.3M
EBITDA$2.04B$2.04B$1.64B$1.36B$1.06B
EPS161.38161.38118.53102.4782.66
Gross Margin29.1%29.1%27.7%26.2%26.6%
Operating Margin11.8%11.8%10.6%9.7%9.4%
Net Margin8.4%8.4%6.9%6.5%6.4%
Balance Sheet
Current Ratio2.102.10———
Cash Flow
Free Cash Flow$1.51B$1.51B$1.15B$1.11B$1.34B
Returns
ROE19.6%19.6%17.0%17.1%16.1%
Valuation
P/E8.538.539.468.847.83
EV/EBITDA2.712.712.572.401.65
P/B1.681.681.601.511.26
Growth & Yield
Revenue Growth12.9%12.9%8.9%23.2%—
EPS Growth36.2%36.2%15.7%24.0%—
Dividend Yield4.3%4.3%———

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

-8.7%

fácil

EPS terminal req.

$122.90

Spread vs growth

44.8%

5Y implied EPS CAGR

-1.6%

fácil

EPS terminal req.

$148.70

Spread vs growth

37.8%

10Y implied EPS CAGR

4.0%

fácil

EPS terminal req.

$239.49

Spread vs growth

32.1%

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 +16.6%

Total return

+16.6%

Start / end P/E

10.4x → 8.6x

EPS bridge

118.53 → 161.38

Residual

-6.3%

EPS growth+36.2%
Multiple rerating-17.5%
Dividend+4.3%
Residual / FX / buybacks / cross-term-6.3%

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.