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7073.T$2266.00-1.44%
Fair $2266.00+0.0%

7073.T

JAIC Co.,Ltd.

Consumer Defensive / Education & Training ServicesTokyo

$2266.00

-33.00 (-1.44%)

Fairly Valued+0.0%Fair Value $2266.00Fund rank 30/100 · Data gapFallback financials|
SA 41/C
F-Score: 3/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $292.1M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

41/100

C

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: 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 · 7073.TLocal privado en este navegador · JAIC 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

$2.1B

P/E

16.7x

↑

EV/EBITDA

4.1x

↓

ROE

12.1%

↑

Gross Margin

83.3%

↑

Debt/Equity

1.11

↑
52-Week Range$2266
$1915$2850

TradingView lightweight chart

7073.T price, volumen y niveles de valoración

Último $2,266Periodo -82.1%
Fair value: $2,266

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+11.8%

FCF CAGR

—

FCF margin

6.5%

FCF / Net income

2.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.48B · net income $130.0M · FCF $292.1M

2023-FY → 2026-FY

Gross margin

83.3%-10.3% pts

Operating margin

4.5%-2.2% pts

Net margin

2.9%-1.5% pts

FCF margin

6.5%+7.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$4.48B$4.48B$4.19B$3.68B$3.21B
Net Income$130.0M$130.0M$137.8M$5.9M$140.5M
EBITDA$374.0M$374.0M$387.8M$223.1M$333.1M
EPS——143.346.19147.03
Gross Margin83.3%83.3%86.1%90.2%93.6%
Operating Margin4.5%4.5%5.7%1.4%6.7%
Net Margin2.9%2.9%3.3%0.2%4.4%
Balance Sheet
Debt/Equity1.111.111.081.041.39
Current Ratio2.022.02———
Cash Flow
Free Cash Flow$292.1M$292.1M$330.5M$96.5M$-42.4M
Returns
ROE12.1%12.1%14.2%0.7%15.0%
Valuation
P/E16.7316.7315.47344.1016.90
EV/EBITDA4.094.094.608.407.31
P/B1.961.962.192.322.54
Growth & Yield
Revenue Growth6.8%6.8%14.0%14.6%—
EPS Growth——2215.7%-95.8%—
Dividend Yield2.4%2.4%———

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 +12.0%

Total return

+12.0%

Start / end P/E

n/dx → n/dx

EPS bridge

143.34 → n/d

Residual

+9.6%

EPS growthn/d
Multiple reratingn/d
Dividend+2.4%
Residual / FX / buybacks / cross-term+9.6%

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.