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7021.T$1800.00-0.17%
Fair $1800.00+0.0%

7021.T

Nitchitsu Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$1800.00

-3.00 (-0.17%)

Fairly Valued+0.0%Fair Value $1800.00Fund rank 27/100 · Data gapFallback financials|
SA 46/C
F-Score: 6/9
Low 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 20%

FCF escenarios

weak_data · normalized FCF $-311.5M · quality 52.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

46/100

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: 1unknown: 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. ROE is 2.2%, below the 5% threshold
Thesis & Journal · 7021.TLocal privado en este navegador · Nitchitsu Co., Ltd.
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

$3.5B

P/E

18.2x

↑

EV/EBITDA

2.6x

↓

ROE

2.2%

↓

Gross Margin

12.4%

↓

Debt/Equity

0.11

↓
52-Week Range$1800
$1660$3255

TradingView lightweight chart

7021.T price, volumen y niveles de valoración

Último $1,800Periodo +21.6%
Fair value: $1,800

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

+7.8%

FCF CAGR

—

FCF margin

-1.5%

FCF / Net income

-0.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.85B · net income $241.9M · FCF $-148.2M

2022-FY → 2025-FY

Gross margin

12.4%-0.6% pts

Operating margin

2.7%+3.5% pts

Net margin

2.5%+4.0% pts

FCF margin

-1.5%+3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.85B$9.85B$8.29B$8.02B$7.86B
Net Income$241.9M$241.9M$247.6M$-540.1M$-121.4M
EBITDA$808.2M$808.2M$743.5M$131.4M$308.9M
EPS122.91122.91121.11-259.79-58.65
Gross Margin12.4%12.4%14.7%11.6%13.1%
Operating Margin2.7%2.7%3.9%-0.5%-0.7%
Net Margin2.5%2.5%3.0%-6.7%-1.5%
Balance Sheet
Debt/Equity0.110.110.110.120.11
Current Ratio2.522.52———
Cash Flow
Free Cash Flow$-148.2M$-148.2M$-1.44B$-311.5M$-410.8M
Returns
ROE2.2%2.2%2.3%-5.3%-1.1%
Valuation
P/E18.1918.1916.55——
EV/EBITDA2.642.643.50-3.45-1.23
P/B0.320.320.380.260.25
Growth & Yield
Revenue Growth18.9%18.9%3.3%2.1%—
EPS Growth1.5%1.5%146.6%-342.9%—
Dividend Yield1.7%1.7%———

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

9.1%

razonable

EPS terminal req.

$159.72

Spread vs growth

-7.6%

5Y implied EPS CAGR

9.5%

razonable

EPS terminal req.

$193.26

Spread vs growth

-8.0%

10Y implied EPS CAGR

9.7%

razonable

EPS terminal req.

$311.25

Spread vs growth

-8.3%

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 +6.6%

Total return

+6.6%

Start / end P/E

14.2x → 14.6x

EPS bridge

121.11 → 122.91

Residual

+0.1%

EPS growth+1.5%
Multiple rerating+3.4%
Dividend+1.7%
Residual / FX / buybacks / cross-term+0.1%

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.