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542A.T$979.00-1.71%
Fair $979.00+0.0%

542A.T

542A.T

Consumer Defensive / Household & Personal ProductsTokyo

$979.00

-17.00 (-1.71%)

Fairly Valued+0.0%Fair Value $979.00Fund rank 31/100 · Data gapFallback financials|
SA 43/C
F-Score: 6/9

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 21%

FCF escenarios

weak_data · normalized FCF $755.0M · quality 51.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 542A.TLocal privado en este navegador · 542A.T
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

$5.5B

P/E

5.4x

↓

EV/EBITDA

3.7x

↓

ROE

24.7%

↑

Gross Margin

79.1%

↑

Debt/Equity

0.54

↑
52-Week Range$979
$969$1390

TradingView lightweight chart

542A.T price, volumen y niveles de valoración

Último $979.00Periodo -23.5%
Fair value: $979.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2024–2026 · 2 años de histórico normalizado

Revenue CAGR

+14.0%

FCF CAGR

—

FCF margin

11.3%

FCF / Net income

2.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.30B · net income $689.5M · FCF $1.72B

2024-FY → 2026-FY

Gross margin

79.1%-3.4% pts

Operating margin

6.7%-1.8% pts

Net margin

4.5%-1.6% pts

FCF margin

11.3%+18.5% pts
MetricTTM
2026
2025
2024
Income Statement
Revenue$15.30B$15.30B$12.62B$11.77B
Net Income$689.5M$689.5M$459.7M$718.7M
EBITDA$1.02B$1.02B$727.2M$1.01B
EPS123.12123.12121.88128.34
Gross Margin79.1%79.1%80.5%82.5%
Operating Margin6.7%6.7%5.6%8.5%
Net Margin4.5%4.5%3.6%6.1%
Balance Sheet
Debt/Equity0.540.541.001.32
Cash Flow
Free Cash Flow$1.72B$1.72B$755.0M$-856.4M
Returns
ROE24.7%24.7%22.7%47.5%
Valuation
P/E5.365.36——
EV/EBITDA3.693.69——
P/B1.961.96——
Growth & Yield
Revenue Growth21.2%21.2%7.2%—
EPS Growth1.0%1.0%-5.0%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-11.0%

fácil

EPS terminal req.

$86.87

Spread vs growth

12.0%

5Y implied EPS CAGR

-3.1%

fácil

EPS terminal req.

$105.11

Spread vs growth

4.1%

10Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$169.28

Spread vs growth

-2.2%

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 · available periodreconcilia total -23.5%

Total return

-23.5%

Start / end P/E

10.5x → 8.0x

EPS bridge

121.88 → 123.12

Residual

-0.2%

EPS growth+1.0%
Multiple rerating-24.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.2%

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.