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5280.T$2124.00+0.71%
Fair $2124.00+0.0%

5280.T

Yoshicon Co.,Ltd.

Real Estate / Real Estate - DevelopmentTokyo

$2124.00

+15.00 (+0.71%)

Fairly Valued+0.0%Fair Value $2124.00Fund rank 26/100 · Data gapFallback financials|
SA 57/C
F-Score: 6/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 31.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

57/100

C

Piotroski

6/9

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · 5280.TLocal privado en este navegador · Yoshicon 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

$14.9B

P/E

5.6x

↓

EV/EBITDA

4.0x

↓

ROE

11.0%

↑

Gross Margin

28.6%

↓

Debt/Equity

0.29

↓
52-Week Range$2124
$1901$3175

TradingView lightweight chart

5280.T price, volumen y niveles de valoración

Último $2,124Periodo +254.0%
Fair value: $2,124

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

+11.0%

FCF CAGR

-19.9%

FCF margin

10.2%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $27.47B · net income $3.02B · FCF $2.80B

2022-FY → 2025-FY

Gross margin

28.6%+6.7% pts

Operating margin

17.0%+5.2% pts

Net margin

11.0%+2.8% pts

FCF margin

10.2%-16.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$27.47B$27.47B$23.91B$14.70B$20.07B
Net Income$3.02B$3.02B$2.10B$1.17B$1.64B
EBITDA$4.88B$4.88B$3.43B$2.03B$2.76B
EPS425.42425.42295.93162.92223.96
Gross Margin28.6%28.6%22.4%21.7%21.9%
Operating Margin17.0%17.0%12.7%9.6%11.8%
Net Margin11.0%11.0%8.8%7.9%8.2%
Balance Sheet
Debt/Equity0.290.290.290.350.23
Current Ratio2.862.86———
Cash Flow
Free Cash Flow$2.80B$2.80B$-2.02B$-6.08B$5.43B
Returns
ROE11.0%11.0%8.3%5.0%7.3%
Valuation
P/E5.635.634.466.755.08
EV/EBITDA3.983.984.386.713.33
P/B0.550.550.370.340.37
Growth & Yield
Revenue Growth14.9%14.9%62.6%-26.7%—
EPS Growth43.8%43.8%81.6%-27.3%—

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

-23.8%

fácil

EPS terminal req.

$188.47

Spread vs growth

67.5%

5Y implied EPS CAGR

-11.7%

fácil

EPS terminal req.

$228.05

Spread vs growth

55.5%

10Y implied EPS CAGR

-1.5%

fácil

EPS terminal req.

$367.27

Spread vs growth

45.2%

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 +10.7%

Total return

+10.7%

Start / end P/E

6.5x → 5.0x

EPS bridge

295.93 → 425.42

Residual

-10.0%

EPS growth+43.8%
Multiple rerating-23.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-10.0%

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.