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7040.T$973.00-0.82%
Fair $973.00+0.0%

7040.T

Sun-Life Holding Co.,Ltd.

Consumer Cyclical / Personal ServicesTokyo

$973.00

-8.00 (-0.82%)

Fairly Valued+0.0%Fair Value $973.00Fund rank 31/100 · Data gapFallback financials|
SA 36/D
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $835.1M · quality 53.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

36/100

D

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 7040.TLocal privado en este navegador · Sun-Life Holding 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

$6.0B

P/E

9.6x

↓

EV/EBITDA

-2.4x

↓

ROE

12.7%

↑

Gross Margin

25.5%

↓

Debt/Equity

N/A

•
52-Week Range$973
$901$1297

TradingView lightweight chart

7040.T price, volumen y niveles de valoración

Último $973.00Periodo -4.1%
Fair value: $973.00

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

+7.8%

FCF CAGR

+30.9%

FCF margin

6.0%

FCF / Net income

1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.86B · net income $835.5M · FCF $835.1M

2022-FY → 2025-FY

Gross margin

25.5%+2.9% pts

Operating margin

9.4%+6.2% pts

Net margin

6.0%+2.4% pts

FCF margin

6.0%+2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.86B$13.86B$13.50B$12.60B$11.06B
Net Income$835.5M$835.5M$1.12B$357.1M$406.2M
EBITDA$2.00B$2.00B$1.94B$1.57B$1.11B
EPS136.44136.44182.2758.3266.33
Gross Margin25.5%25.5%25.3%23.9%22.6%
Operating Margin9.4%9.4%9.1%6.9%3.2%
Net Margin6.0%6.0%8.3%2.8%3.7%
Balance Sheet
Current Ratio4.714.71———
Cash Flow
Free Cash Flow$835.1M$835.1M$1.09B$136.6M$372.2M
Returns
ROE12.7%12.7%18.6%7.0%8.3%
Valuation
P/E9.619.615.3514.3211.80
EV/EBITDA-2.36-2.36-2.37-2.79-3.79
P/B0.900.901.001.010.98
Growth & Yield
Revenue Growth2.6%2.6%7.2%14.0%—
EPS Growth-25.1%-25.1%212.5%-12.1%—
Dividend Yield3.5%3.5%———

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

-14.1%

fácil

EPS terminal req.

$86.34

Spread vs growth

-11.0%

5Y implied EPS CAGR

-5.2%

fácil

EPS terminal req.

$104.47

Spread vs growth

-19.9%

10Y implied EPS CAGR

2.1%

fácil

EPS terminal req.

$168.25

Spread vs growth

-27.3%

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 +7.3%

Total return

+7.3%

Start / end P/E

5.1x → 7.1x

EPS bridge

182.27 → 136.44

Residual

-9.7%

EPS growth-25.1%
Multiple rerating+38.7%
Dividend+3.5%
Residual / FX / buybacks / cross-term-9.7%

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.