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7033.T$1347.00-0.58%
Fair $1347.00+0.0%

7033.T

Management Solutions co.,Ltd.

Industrials / Consulting ServicesTokyo

$1347.00

-8.00 (-0.58%)

Fairly Valued+0.0%Fair Value $1347.00Fund rank 34/100 · Data gapFallback financials|
SA 59/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 $1.8B · quality 68.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

59/100

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 · 7033.TLocal privado en este navegador · Management Solutions 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

$21.2B

P/E

12.0x

↓

EV/EBITDA

6.0x

↓

ROE

30.4%

↑

Gross Margin

41.5%

↑

Debt/Equity

0.05

↓
52-Week Range$1347
$1209$2400

TradingView lightweight chart

7033.T price, volumen y niveles de valoración

Último $1,377Periodo +217.8%
Fair value: $1,347

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+33.1%

FCF CAGR

+27.4%

FCF margin

9.0%

FCF / Net income

1.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.07B · net income $1.80B · FCF $2.08B

2021-FY → 2025-FY

Gross margin

41.5%+2.4% pts

Operating margin

11.9%-0.6% pts

Net margin

7.8%-1.4% pts

FCF margin

9.0%-1.7% pts
MetricTTM
2025
2023
2022
2021
Income Statement
Revenue$23.07B$23.07B$16.93B$12.00B$7.36B
Net Income$1.80B$1.80B$1.62B$517.3M$678.1M
EBITDA$3.07B$3.07B$2.58B$980.0M$1.07B
EPS——97.7031.0440.65
Gross Margin41.5%41.5%37.4%35.2%39.2%
Operating Margin11.9%11.9%13.0%6.1%12.5%
Net Margin7.8%7.8%9.6%4.3%9.2%
Balance Sheet
Debt/Equity0.050.050.150.790.22
Current Ratio2.862.86———
Cash Flow
Free Cash Flow$2.08B$2.08B$1.83B$-130.7M$787.5M
Returns
ROE30.4%30.4%38.5%20.0%29.7%
Valuation
P/E12.0512.0528.41107.9386.22
EV/EBITDA5.985.9817.1056.7153.48
P/B3.583.5810.9521.6125.59
Growth & Yield
Revenue Growth36.2%36.2%41.1%63.1%—
EPS Growth——214.8%-23.6%—
Dividend Yield3.6%3.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -35.5%

Total return

-35.5%

Start / end P/E

n/dx → n/dx

EPS bridge

97.70 → n/d

Residual

-39.2%

EPS growthn/d
Multiple reratingn/d
Dividend+3.6%
Residual / FX / buybacks / cross-term-39.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.