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5870.T$779.00-0.13%
Fair $779.00+0.0%

5870.T

5870.T

Consumer Cyclical / Auto & Truck DealershipsTokyo

$779.00

-1.00 (-0.13%)

Fairly Valued+0.0%Fair Value $779.00Fund rank 36/100 · Data gapFallback financials|
SA 51/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $337.1M · quality 72.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

51/100

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 · 5870.TLocal privado en este navegador · 5870.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

$4.2B

P/E

8.3x

↓

EV/EBITDA

5.7x

↓

ROE

7.0%

↑

Gross Margin

27.8%

↓

Debt/Equity

0.50

↑
52-Week Range$779
$585$1205

TradingView lightweight chart

5870.T price, volumen y niveles de valoración

Último $779.00Periodo -13.4%
Fair value: $779.00

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

+10.0%

FCF CAGR

-17.8%

FCF margin

3.9%

FCF / Net income

1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.54B · net income $238.3M · FCF $337.1M

2022-FY → 2025-FY

Gross margin

27.8%-4.9% pts

Operating margin

5.2%-1.5% pts

Net margin

2.8%-0.3% pts

FCF margin

3.9%-5.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.54B$8.54B$7.67B$7.03B$6.42B
Net Income$238.3M$238.3M$305.1M$622.1M$199.2M
EBITDA$874.6M$874.6M$942.5M$1.11B$793.2M
EPS44.7044.7057.66116.6837.36
Gross Margin27.8%27.8%30.1%31.0%32.7%
Operating Margin5.2%5.2%6.9%7.3%6.7%
Net Margin2.8%2.8%4.0%8.9%3.1%
Balance Sheet
Debt/Equity0.500.500.650.841.13
Current Ratio1.021.02———
Cash Flow
Free Cash Flow$337.1M$337.1M$670.3M$261.9M$606.5M
Returns
ROE7.0%7.0%9.3%21.4%8.0%
Valuation
P/E8.288.2813.46——
EV/EBITDA5.735.735.53——
P/B1.211.211.26——
Growth & Yield
Revenue Growth11.3%11.3%9.2%9.5%—
EPS Growth-22.5%-22.5%-50.6%212.3%—
Dividend Yield3.9%3.9%———

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

15.6%

exigente

EPS terminal req.

$69.12

Spread vs growth

-38.1%

5Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$83.64

Spread vs growth

-35.8%

10Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$134.70

Spread vs growth

-34.1%

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 +32.6%

Total return

+32.6%

Start / end P/E

10.5x → 17.4x

EPS bridge

57.66 → 44.70

Residual

-14.9%

EPS growth-22.5%
Multiple rerating+66.1%
Dividend+3.9%
Residual / FX / buybacks / cross-term-14.9%

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.