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7254.T$735.00+0.41%
Fair $735.00+0.0%

7254.T

Univance Corporation

Consumer Cyclical / Auto PartsTokyo

$735.00

+3.00 (+0.41%)

Fairly Valued+0.0%Fair Value $735.00Fund rank 38/100 · Data gapFallback financials|
SA 64/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.3B · quality 83.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

64/100

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 · 7254.TLocal privado en este navegador · Univance Corporation
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

$15.3B

P/E

16.6x

↓

EV/EBITDA

1.1x

↓

ROE

11.1%

↑

Gross Margin

18.1%

↓

Debt/Equity

0.02

↓
52-Week Range$735
$378$915

TradingView lightweight chart

7254.T price, volumen y niveles de valoración

Último $735.00Periodo +350.9%
Fair value: $735.00

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

+3.2%

FCF CAGR

+15.3%

FCF margin

9.1%

FCF / Net income

1.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $53.92B · net income $2.95B · FCF $4.90B

2022-FY → 2025-FY

Gross margin

18.1%+0.1% pts

Operating margin

7.5%+1.3% pts

Net margin

5.5%-0.3% pts

FCF margin

9.1%+2.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$53.92B$53.92B$52.77B$48.60B$49.06B
Net Income$2.95B$2.95B$1.77B$788.0M$2.84B
EBITDA$7.27B$7.27B$5.86B$4.77B$7.25B
EPS141.53141.5385.1637.83136.11
Gross Margin18.1%18.1%18.4%13.5%18.0%
Operating Margin7.5%7.5%8.3%2.4%6.2%
Net Margin5.5%5.5%3.4%1.6%5.8%
Balance Sheet
Debt/Equity0.020.020.100.250.38
Current Ratio2.512.51———
Cash Flow
Free Cash Flow$4.90B$4.90B$4.34B$2.75B$3.20B
Returns
ROE11.1%11.1%7.2%3.8%15.2%
Valuation
P/E16.6016.608.4310.363.34
EV/EBITDA1.091.092.072.011.87
P/B0.570.570.610.400.51
Growth & Yield
Revenue Growth2.2%2.2%8.6%-0.9%—
EPS Growth66.2%66.2%125.1%-72.2%—
Dividend Yield2.7%2.7%———

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

-22.8%

fácil

EPS terminal req.

$65.22

Spread vs growth

89.0%

5Y implied EPS CAGR

-11.0%

fácil

EPS terminal req.

$78.91

Spread vs growth

77.2%

10Y implied EPS CAGR

-1.1%

fácil

EPS terminal req.

$127.09

Spread vs growth

67.3%

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 +82.0%

Total return

+82.0%

Start / end P/E

4.8x → 5.2x

EPS bridge

85.16 → 141.53

Residual

+5.2%

EPS growth+66.2%
Multiple rerating+7.9%
Dividend+2.7%
Residual / FX / buybacks / cross-term+5.2%

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.