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7413.T$2510.00-0.44%
Fair $2510.00+0.0%

7413.T

Sokensha Co.,Ltd.

Consumer Defensive / Packaged FoodsTokyo

$2510.00

-11.00 (-0.44%)

Fairly Valued+0.0%Fair Value $2510.00Fund rank 23/100 · Data gapFallback financials|
SA 34/D
F-Score: 6/9
Low Profitability

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-50.2M · quality 34.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

34/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 4.1%, below the 5% threshold
Thesis & Journal · 7413.TLocal privado en este navegador · Sokensha 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

$1.8B

P/E

104.1x

↑

EV/EBITDA

12.8x

↑

ROE

4.1%

↓

Gross Margin

25.2%

↓

Debt/Equity

0.73

↑
52-Week Range$2510
$2461$3100

TradingView lightweight chart

7413.T price, volumen y niveles de valoración

Último $2,510Periodo +11.1%
Fair value: $2,510

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

+2.2%

FCF CAGR

—

FCF margin

-1.0%

FCF / Net income

-1.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.95B · net income $47.5M · FCF $-50.2M

2022-FY → 2025-FY

Gross margin

25.2%+0.1% pts

Operating margin

1.3%+0.8% pts

Net margin

1.0%+0.3% pts

FCF margin

-1.0%-1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.95B$4.95B$4.88B$4.85B$4.63B
Net Income$47.5M$47.5M$7.8M$16.3M$30.7M
EBITDA$106.7M$106.7M$59.6M$60.4M$72.0M
EPS67.9467.9411.0823.3443.93
Gross Margin25.2%25.2%24.8%25.1%25.1%
Operating Margin1.3%1.3%0.5%0.5%0.6%
Net Margin1.0%1.0%0.2%0.3%0.7%
Balance Sheet
Debt/Equity0.730.730.740.790.77
Current Ratio2.012.01———
Cash Flow
Free Cash Flow$-50.2M$-50.2M$113.3M$-91.6M$29.0M
Returns
ROE4.1%4.1%0.7%1.5%2.8%
Valuation
P/E104.15104.15200.3689.5949.47
EV/EBITDA12.7512.7517.9317.2413.64
P/B1.511.511.401.341.41
Growth & Yield
Revenue Growth1.4%1.4%0.8%4.6%—
EPS Growth513.2%513.2%-52.5%-46.9%—
Dividend Yield1.6%1.6%———

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

48.6%

muy exigente

EPS terminal req.

$222.72

Spread vs growth

464.6%

5Y implied EPS CAGR

31.7%

muy exigente

EPS terminal req.

$269.49

Spread vs growth

481.4%

10Y implied EPS CAGR

20.4%

exigente

EPS terminal req.

$434.02

Spread vs growth

492.8%

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 -5.6%

Total return

-5.6%

Start / end P/E

244.0x → 36.9x

EPS bridge

11.08 → 67.94

Residual

-435.5%

EPS growth+513.2%
Multiple rerating-84.9%
Dividend+1.6%
Residual / FX / buybacks / cross-term-435.5%

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.