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5845.T$978.00-0.61%
Fair $978.00+0.0%

5845.T

5845.T

Industrials / Specialty Business ServicesTokyo

$978.00

-6.00 (-0.61%)

Fairly Valued+0.0%Fair Value $978.00Fund rank 33/100 · Data gapFallback financials|
SA 52/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.9B · quality 60.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

52/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 5845.TLocal privado en este navegador · 5845.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

$25.7B

P/E

15.3x

↓

EV/EBITDA

5.6x

↓

ROE

22.5%

↑

Gross Margin

66.9%

↑

Debt/Equity

0.18

↓
52-Week Range$978
$771$1084

TradingView lightweight chart

5845.T price, volumen y niveles de valoración

Último $978.00Periodo +76.2%
Fair value: $978.00

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

+5.7%

FCF CAGR

+5.5%

FCF margin

11.2%

FCF / Net income

1.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.66B · net income $1.62B · FCF $2.88B

2022-FY → 2025-FY

Gross margin

66.9%+1.0% pts

Operating margin

9.9%+2.1% pts

Net margin

6.3%-0.1% pts

FCF margin

11.2%-0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$25.66B$25.66B$24.51B$23.85B$21.70B
Net Income$1.62B$1.62B$1.54B$773.0M$1.39B
EBITDA$3.30B$3.30B$3.33B$3.07B$2.78B
EPS63.9663.9667.2932.6563.36
Gross Margin66.9%66.9%70.7%65.4%65.9%
Operating Margin9.9%9.9%9.1%8.0%7.8%
Net Margin6.3%6.3%6.3%3.2%6.4%
Balance Sheet
Debt/Equity0.180.180.513.742.55
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$2.88B$2.88B$2.97B$-1.16B$2.46B
Returns
ROE22.5%22.5%32.3%53.2%46.5%
Valuation
P/E15.2915.2911.93——
EV/EBITDA5.555.554.69——
P/B3.453.453.86——
Growth & Yield
Revenue Growth4.7%4.7%2.8%9.9%—
EPS Growth-4.9%-4.9%106.1%-48.5%—
Dividend Yield9.8%9.8%———

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

10.7%

razonable

EPS terminal req.

$86.78

Spread vs growth

-15.7%

5Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$105.01

Spread vs growth

-15.4%

10Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$169.11

Spread vs growth

-15.2%

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 +21.9%

Total return

+21.9%

Start / end P/E

13.0x → 15.3x

EPS bridge

67.29 → 63.96

Residual

-0.9%

EPS growth-4.9%
Multiple rerating+18.0%
Dividend+9.8%
Residual / FX / buybacks / cross-term-0.9%

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.