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v0.1
5074.T$1031.00+1.18%
Fair $1031.00+0.0%

5074.T

Tess Holdings Co.,Ltd.

Utilities / Utilities - RenewableTokyo

$1031.00

+12.00 (+1.18%)

Fairly Valued+0.0%Fair Value $1031.00Fund rank 18/100 · Data gapFallback financials|
SA 41/C
F-Score: 3/9
High DebtLow 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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-2.1B · quality 19.7/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

41/100

C

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 2.18, above the 2.0 threshold ROE is 0.5%, below the 5% threshold
Thesis & Journal · 5074.TLocal privado en este navegador · Tess Holdings 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

$72.7B

P/E

78.4x

↑

EV/EBITDA

24.4x

↑

ROE

0.5%

↓

Gross Margin

20.3%

↓

Debt/Equity

2.18

↑
52-Week Range$1031
$297$1440

TradingView lightweight chart

5074.T price, volumen y niveles de valoración

Último $1,031Periodo -50.0%
Fair value: $1,031

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

+1.6%

FCF CAGR

—

FCF margin

-3.2%

FCF / Net income

-5.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $36.68B · net income $204.0M · FCF $-1.17B

2022-FY → 2025-FY

Gross margin

20.3%-3.9% pts

Operating margin

6.9%-7.8% pts

Net margin

0.6%-7.2% pts

FCF margin

-3.2%-35.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$36.68B$36.68B$30.64B$34.41B$34.95B
Net Income$204.0M$204.0M$1.19B$3.59B$2.69B
EBITDA$5.84B$5.84B$7.74B$9.27B$7.96B
EPS2.902.9016.8050.8876.19
Gross Margin20.3%20.3%21.4%30.8%24.2%
Operating Margin6.9%6.9%7.7%19.9%14.7%
Net Margin0.6%0.6%3.9%10.4%7.7%
Balance Sheet
Debt/Equity2.182.181.582.052.42
Current Ratio1.321.32———
Cash Flow
Free Cash Flow$-1.17B$-1.17B$-15.25B$-2.10B$11.27B
Returns
ROE0.5%0.5%2.9%12.7%10.7%
Valuation
P/E78.4078.4025.0614.2915.59
EV/EBITDA24.3924.399.9510.1110.11
P/B1.701.700.721.811.67
Growth & Yield
Revenue Growth19.7%19.7%-11.0%-1.5%—
EPS Growth-82.7%-82.7%-67.0%-33.2%—
Dividend Yield0.6%0.6%———

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

216.0%

muy exigente

EPS terminal req.

$91.48

Spread vs growth

-298.7%

5Y implied EPS CAGR

107.2%

muy exigente

EPS terminal req.

$110.70

Spread vs growth

-189.9%

10Y implied EPS CAGR

51.0%

muy exigente

EPS terminal req.

$178.28

Spread vs growth

-133.7%

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 +244.2%

Total return

+244.2%

Start / end P/E

17.9x → 355.5x

EPS bridge

16.80 → 2.90

Residual

-1564.5%

EPS growth-82.7%
Multiple rerating+1890.9%
Dividend+0.6%
Residual / FX / buybacks / cross-term-1564.5%

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.