StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
7239.T$2151.00-2.09%
Fair $2151.00+0.0%

7239.T

TACHI-S Co., Ltd.

Consumer Cyclical / Auto PartsTokyo

$2151.00

-46.00 (-2.09%)

Fairly Valued+0.0%Fair Value $2151.00Fund rank 31/100 · Data gapFallback financials|
SA 63/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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $5.3B · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

63/100

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 · 7239.TLocal privado en este navegador · TACHI-S 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

$73.8B

P/E

7.9x

↓

EV/EBITDA

2.1x

↓

ROE

11.7%

↑

Gross Margin

10.4%

↓

Debt/Equity

0.15

↓
52-Week Range$2151
$1664$2354

TradingView lightweight chart

7239.T price, volumen y niveles de valoración

Último $2,151Periodo +453.7%
Fair value: $2,151

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

+11.4%

FCF CAGR

—

FCF margin

1.9%

FCF / Net income

0.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $285.39B · net income $11.31B · FCF $5.30B

2022-FY → 2025-FY

Gross margin

10.4%+4.2% pts

Operating margin

3.4%+5.4% pts

Net margin

4.0%+5.0% pts

FCF margin

1.9%+4.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$285.39B$285.39B$292.95B$243.44B$206.44B
Net Income$11.31B$11.31B$5.42B$5.82B$-2.06B
EBITDA$21.59B$21.59B$14.23B$14.19B$5.16B
EPS329.93329.93158.25170.09-60.19
Gross Margin10.4%10.4%9.7%8.3%6.2%
Operating Margin3.4%3.4%2.5%0.6%-2.0%
Net Margin4.0%4.0%1.9%2.4%-1.0%
Balance Sheet
Debt/Equity0.150.150.170.280.34
Current Ratio2.172.17———
Cash Flow
Free Cash Flow$5.30B$5.30B$14.80B$239.0M$-4.35B
Returns
ROE11.7%11.7%6.0%7.2%-2.8%
Valuation
P/E7.937.9312.116.76—
EV/EBITDA2.062.062.901.985.04
P/B0.770.770.730.490.45
Growth & Yield
Revenue Growth-2.6%-2.6%20.3%17.9%—
EPS Growth108.5%108.5%-7.0%382.6%—
Dividend Yield5.2%5.2%———

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

-16.7%

fácil

EPS terminal req.

$190.87

Spread vs growth

125.2%

5Y implied EPS CAGR

-6.9%

fácil

EPS terminal req.

$230.95

Spread vs growth

115.4%

10Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$371.94

Spread vs growth

107.3%

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 +32.3%

Total return

+32.3%

Start / end P/E

10.7x → 6.5x

EPS bridge

158.25 → 329.93

Residual

-42.4%

EPS growth+108.5%
Multiple rerating-39.1%
Dividend+5.2%
Residual / FX / buybacks / cross-term-42.4%

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.