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5103.T$40.00+2.56%
Fair $40.00+0.0%

5103.T

Showa Holdings Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$40.00

+1.00 (+2.56%)

Fairly Valued+0.0%Fair Value $40.00Fund rank 26/100 · Data gapFallback financials|
SA 13/F
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-200.8M · quality 43.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

13/100

F

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is -11.7%, below the 5% threshold
Thesis & Journal · 5103.TLocal privado en este navegador · Showa 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

$3.0B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-11.7%

↓

Gross Margin

27.8%

↑

Debt/Equity

0.51

↑
52-Week Range$40
$39$72

TradingView lightweight chart

5103.T price, volumen y niveles de valoración

Último $40.00Periodo -97.2%
Fair value: $40.00

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

-4.1%

FCF CAGR

—

FCF margin

-4.3%

FCF / Net income

1.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.62B · net income $-203.7M · FCF $-371.6M

2022-FY → 2025-FY

Gross margin

27.8%-12.9% pts

Operating margin

0.3%+1.3% pts

Net margin

-2.4%+7.0% pts

FCF margin

-4.3%-11.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.62B$8.62B$8.87B$7.58B$9.79B
Net Income$-203.7M$-203.7M$-531.5M$-338.8M$-917.3M
EBITDA$-173.2M$-173.2M$-714.3M$-134.9M$-1.49B
EPS-2.69-2.69-7.01-4.47-12.09
Gross Margin27.8%27.8%27.1%26.7%40.7%
Operating Margin0.3%0.3%0.0%-0.1%-1.0%
Net Margin-2.4%-2.4%-6.0%-4.5%-9.4%
Balance Sheet
Debt/Equity0.510.510.560.420.42
Current Ratio2.102.10———
Cash Flow
Free Cash Flow$-371.6M$-371.6M$-200.8M$-25.2M$708.2M
Returns
ROE-11.7%-11.7%-32.3%-16.9%-43.1%
Valuation
P/B1.751.751.981.781.67
Growth & Yield
Revenue Growth-2.8%-2.8%17.0%-22.5%—
EPS Growth61.6%61.6%-56.8%63.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -9.1%

Total return

-9.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-7.01 → -2.69

Residual

-9.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-9.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.