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7177.T$1155.00-3.98%
Fair $1155.00+0.0%

7177.T

GMO Financial Holdings, Inc.

Financial Services / Capital MarketsTokyo

$1155.00

-46.00 (-3.98%)

Fairly Valued+0.0%Fair Value $1155.00Fund rank 28/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 53.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

50/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 4.77, above the 2.0 threshold
Thesis & Journal · 7177.TLocal privado en este navegador · GMO Financial Holdings, 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

$136.3B

P/E

12.5x

↑

EV/EBITDA

12.9x

↓

ROE

19.8%

↑

Gross Margin

92.1%

↑

Debt/Equity

4.77

↑
52-Week Range$1155
$773$1179

TradingView lightweight chart

7177.T price, volumen y niveles de valoración

Último $1,109Periodo +10.9%
Fair value: $1,155

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

+2.1%

FCF CAGR

+67.2%

FCF margin

21.6%

FCF / Net income

1.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $49.52B · net income $10.45B · FCF $10.67B

2022-FY → 2025-FY

Gross margin

92.1%-2.2% pts

Operating margin

32.0%+12.4% pts

Net margin

21.1%+18.5% pts

FCF margin

21.6%+16.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$49.52B$49.52B$53.27B$51.43B$46.53B
Net Income$10.45B$10.45B$4.75B$7.65B$1.21B
EBITDA$18.93B$18.93B$12.16B$18.01B$12.92B
EPS88.5588.5540.2265.4110.62
Gross Margin92.1%92.1%92.3%93.6%94.3%
Operating Margin32.0%32.0%16.8%28.1%19.7%
Net Margin21.1%21.1%8.9%14.9%2.6%
Balance Sheet
Debt/Equity4.774.775.204.815.57
Current Ratio1.081.08———
Cash Flow
Free Cash Flow$10.67B$10.67B$22.71B$9.20B$2.28B
Returns
ROE19.8%19.8%9.9%16.5%3.1%
Valuation
P/E12.5212.5217.0811.5449.25
EV/EBITDA12.8912.8917.5712.6815.92
P/B2.482.481.681.901.51
Growth & Yield
Revenue Growth-7.0%-7.0%3.6%10.5%—
EPS Growth120.2%120.2%-38.5%515.9%—
Dividend Yield4.7%4.7%———

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

5.0%

fácil

EPS terminal req.

$102.49

Spread vs growth

115.2%

5Y implied EPS CAGR

7.0%

razonable

EPS terminal req.

$124.01

Spread vs growth

113.2%

10Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$199.72

Spread vs growth

111.7%

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 +46.6%

Total return

+46.6%

Start / end P/E

19.4x → 12.5x

EPS bridge

40.22 → 88.55

Residual

-42.8%

EPS growth+120.2%
Multiple rerating-35.6%
Dividend+4.7%
Residual / FX / buybacks / cross-term-42.8%

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.