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v0.1
7120.T$1009.00+0.50%
Fair $1009.00+0.0%

7120.T

SHINKO Inc.

Technology / Information Technology ServicesTokyo

$1009.00

+5.00 (+0.50%)

Fairly Valued+0.0%Fair Value $1009.00Fund rank 33/100 · Data gapFallback financials|
SA 68/B
F-Score: 7/9

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 $751.2M · quality 58.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

68/100

B

Piotroski

7/9

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 · 7120.TLocal privado en este navegador · SHINKO 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

$4.7B

P/E

7.0x

↓

EV/EBITDA

4.8x

↓

ROE

29.3%

↑

Gross Margin

23.8%

↓

Debt/Equity

0.05

↓
52-Week Range$1009
$717$1094

TradingView lightweight chart

7120.T price, volumen y niveles de valoración

Último $1,009Periodo +49.9%
Fair value: $1,009

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

+6.8%

FCF CAGR

-7.3%

FCF margin

4.4%

FCF / Net income

1.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.90B · net income $512.9M · FCF $751.2M

2022-FY → 2025-FY

Gross margin

23.8%-0.1% pts

Operating margin

4.1%-0.3% pts

Net margin

3.0%-0.0% pts

FCF margin

4.4%-2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.90B$16.90B$16.15B$15.95B$13.89B
Net Income$512.9M$512.9M$410.6M$481.6M$423.5M
EBITDA$788.0M$788.0M$710.6M$830.6M$679.5M
EPS98.5898.5874.6591.4782.37
Gross Margin23.8%23.8%23.1%22.8%23.9%
Operating Margin4.1%4.1%3.9%4.7%4.4%
Net Margin3.0%3.0%2.5%3.0%3.0%
Balance Sheet
Debt/Equity0.050.050.030.210.03
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$751.2M$751.2M$1.07B$-431.3M$942.7M
Returns
ROE29.3%29.3%21.4%29.6%42.8%
Valuation
P/E7.037.039.778.31—
EV/EBITDA4.824.823.614.12—
P/B3.003.002.102.46—
Growth & Yield
Revenue Growth4.7%4.7%1.2%14.9%—
EPS Growth32.1%32.1%-18.4%11.1%—
Dividend Yield4.4%4.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-3.2%

fácil

EPS terminal req.

$89.53

Spread vs growth

35.2%

5Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$108.33

Spread vs growth

30.2%

10Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$174.47

Spread vs growth

26.2%

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 +42.9%

Total return

+42.9%

Start / end P/E

9.8x → 10.2x

EPS bridge

74.65 → 98.58

Residual

+1.6%

EPS growth+32.1%
Multiple rerating+4.9%
Dividend+4.4%
Residual / FX / buybacks / cross-term+1.6%

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.