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5984.T$724.00-0.28%
Fair $724.00+0.0%

5984.T

Kanefusa Corporation

Industrials / Specialty Industrial MachineryTokyo

$724.00

-2.00 (-0.28%)

Fairly Valued+0.0%Fair Value $724.00Fund rank 25/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9
Margin CompressionLow Profitability

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-466.4M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 3.2%, below the 5% threshold
Thesis & Journal · 5984.TLocal privado en este navegador · Kanefusa Corporation
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

$10.1B

P/E

9.8x

↓

EV/EBITDA

1.5x

↓

ROE

3.2%

↓

Gross Margin

29.4%

↑

Debt/Equity

0.11

↓
52-Week Range$724
$651$940

TradingView lightweight chart

5984.T price, volumen y niveles de valoración

Último $720.00Periodo -50.3%
Fair value: $724.00

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

+0.9%

FCF CAGR

—

FCF margin

-0.5%

FCF / Net income

-0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.23B · net income $984.4M · FCF $-106.5M

2022-FY → 2025-FY

Gross margin

29.4%-2.7% pts

Operating margin

3.7%-5.3% pts

Net margin

4.9%-2.0% pts

FCF margin

-0.5%-6.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.23B$20.23B$20.08B$21.12B$19.67B
Net Income$984.4M$984.4M$886.4M$1.28B$1.35B
EBITDA$3.55B$3.55B$3.26B$3.62B$3.54B
EPS70.8270.8263.7791.8496.87
Gross Margin29.4%29.4%29.9%30.3%32.1%
Operating Margin3.7%3.7%5.3%6.8%9.0%
Net Margin4.9%4.9%4.4%6.0%6.8%
Balance Sheet
Debt/Equity0.110.110.050.050.05
Current Ratio6.996.99———
Cash Flow
Free Cash Flow$-106.5M$-106.5M$-1.06B$-466.4M$1.14B
Returns
ROE3.2%3.2%3.1%4.7%5.3%
Valuation
P/E9.759.7511.407.887.26
EV/EBITDA1.481.481.861.291.10
P/B0.330.330.360.370.38
Growth & Yield
Revenue Growth0.8%0.8%-4.9%7.4%—
EPS Growth11.1%11.1%-30.6%-5.2%—
Dividend Yield3.2%3.2%———

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

-3.2%

fácil

EPS terminal req.

$64.24

Spread vs growth

14.3%

5Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$77.73

Spread vs growth

9.2%

10Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$125.19

Spread vs growth

5.2%

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 +12.0%

Total return

+12.0%

Start / end P/E

10.4x → 10.2x

EPS bridge

63.77 → 70.82

Residual

-0.2%

EPS growth+11.1%
Multiple rerating-2.1%
Dividend+3.2%
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.