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6620.T$640.00-0.45%
Fair $640.00+0.0%

6620.T

Miyakoshi Holdings, Inc.

Financial Services / Asset ManagementTokyo

$640.00

-3.00 (-0.45%)

Fairly Valued+0.0%Fair Value $640.00Fund rank 30/100 · Data gapFallback financials|
SA 25/D
F-Score: 3/9
Declining RevenueLow Profitability

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 8.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

25/100

D

Piotroski

3/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 3 consecutive years ROE is 1.4%, below the 5% threshold
Thesis & Journal · 6620.TLocal privado en este navegador · Miyakoshi Holdings, Inc.
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

$25.6B

P/E

70.0x

↑

EV/EBITDA

35.0x

↑

ROE

1.4%

↓

Gross Margin

79.8%

↑

Debt/Equity

N/A

•
52-Week Range$640
$547$1825

TradingView lightweight chart

6620.T price, volumen y niveles de valoración

Último $658.00Periodo +99.4%
Fair value: $640.00

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

-9.9%

FCF CAGR

-37.7%

FCF margin

12.6%

FCF / Net income

0.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.03B · net income $365.0M · FCF $130.0M

2022-FY → 2025-FY

Gross margin

79.8%-7.5% pts

Operating margin

27.6%-7.9% pts

Net margin

35.4%-11.3% pts

FCF margin

12.6%-25.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.03B$1.03B$1.14B$1.32B$1.41B
Net Income$365.0M$365.0M$536.0M$501.0M$658.0M
EBITDA$393.0M$393.0M$527.0M$572.0M$596.0M
EPS9.149.1413.4012.5416.46
Gross Margin79.8%79.8%82.9%84.8%87.3%
Operating Margin27.6%27.6%37.0%35.4%35.5%
Net Margin35.4%35.4%47.1%38.0%46.8%
Balance Sheet
Current Ratio63.6763.67———
Cash Flow
Free Cash Flow$130.0M$130.0M$702.0M$421.0M$538.0M
Returns
ROE1.4%1.4%2.1%2.1%2.8%
Valuation
P/E70.0270.0286.7963.7252.19
EV/EBITDA35.0335.0367.4338.4441.90
P/B0.970.971.851.321.45
Growth & Yield
Revenue Growth-9.4%-9.4%-13.8%-6.3%—
EPS Growth-31.8%-31.8%6.9%-23.8%—

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

83.8%

muy exigente

EPS terminal req.

$56.79

Spread vs growth

-115.6%

5Y implied EPS CAGR

49.7%

muy exigente

EPS terminal req.

$68.72

Spread vs growth

-81.5%

10Y implied EPS CAGR

28.3%

muy exigente

EPS terminal req.

$110.67

Spread vs growth

-60.1%

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 -47.0%

Total return

-47.0%

Start / end P/E

92.6x → 72.0x

EPS bridge

13.40 → 9.14

Residual

+7.1%

EPS growth-31.8%
Multiple rerating-22.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term+7.1%

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.