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v0.1
5185.T$1738.00-2.36%
Fair $1738.00+0.0%

5185.T

Fukoku Co.,Ltd.

Consumer Cyclical / Auto PartsTokyo

$1738.00

-42.00 (-2.36%)

Fairly Valued+0.0%Fair Value $1738.00Fund rank 29/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $515.0M · quality 46.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

43/100

C

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: 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 · 5185.TLocal privado en este navegador · Fukoku 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

$24.7B

P/E

23.6x

↑

EV/EBITDA

3.0x

↓

ROE

6.8%

↑

Gross Margin

19.0%

↓

Debt/Equity

0.31

↓
52-Week Range$1738
$1596$2118

TradingView lightweight chart

5185.T price, volumen y niveles de valoración

Último $1,738Periodo +97.5%
Fair value: $1,738

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

+7.8%

FCF CAGR

-40.5%

FCF margin

0.6%

FCF / Net income

0.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $89.66B · net income $2.93B · FCF $515.0M

2022-FY → 2025-FY

Gross margin

19.0%+2.9% pts

Operating margin

5.6%+3.1% pts

Net margin

3.3%+0.4% pts

FCF margin

0.6%-2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$89.66B$89.66B$88.85B$82.32B$71.50B
Net Income$2.93B$2.93B$3.05B$2.13B$2.08B
EBITDA$9.69B$9.69B$8.98B$8.14B$7.02B
EPS181.87181.87189.35132.61127.24
Gross Margin19.0%19.0%17.0%15.7%16.1%
Operating Margin5.6%5.6%4.1%2.4%2.5%
Net Margin3.3%3.3%3.4%2.6%2.9%
Balance Sheet
Debt/Equity0.310.310.310.380.36
Current Ratio1.941.94———
Cash Flow
Free Cash Flow$515.0M$515.0M$4.36B$-1.14B$2.45B
Returns
ROE6.8%6.8%7.7%6.0%6.5%
Valuation
P/E23.5923.599.697.607.18
EV/EBITDA2.982.983.342.432.45
P/B0.650.650.750.460.46
Growth & Yield
Revenue Growth0.9%0.9%7.9%15.1%—
EPS Growth-4.0%-4.0%42.8%4.2%—
Dividend Yield5.8%5.8%———

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

-5.3%

fácil

EPS terminal req.

$154.22

Spread vs growth

1.4%

5Y implied EPS CAGR

0.5%

fácil

EPS terminal req.

$186.60

Spread vs growth

-4.5%

10Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$300.53

Spread vs growth

-9.1%

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 +12.3%

Total return

+12.3%

Start / end P/E

8.6x → 9.6x

EPS bridge

189.35 → 181.87

Residual

-0.4%

EPS growth-4.0%
Multiple rerating+10.9%
Dividend+5.8%
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.