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7425.T$2500.00-1.81%
Fair $2500.00+0.0%

7425.T

Hatsuho Shouji Co.,Ltd.

Basic Materials / SteelTokyo

$2500.00

-46.00 (-1.81%)

Fairly Valued+0.0%Fair Value $2500.00Fund rank 32/100 · Data gapFallback financials|
SA 59/C
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $231.0M · quality 57.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

59/100

C

Piotroski

4/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 7425.TLocal privado en este navegador · Hatsuho Shouji 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

$8.2B

P/E

9.9x

↓

EV/EBITDA

0.9x

↓

ROE

8.2%

↑

Gross Margin

17.6%

↓

Debt/Equity

0.08

↓
52-Week Range$2500
$1891$2745

TradingView lightweight chart

7425.T price, volumen y niveles de valoración

Último $2,500Periodo +534.9%
Fair value: $2,500

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

+3.7%

FCF CAGR

+24.6%

FCF margin

5.6%

FCF / Net income

2.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $35.44B · net income $831.7M · FCF $1.97B

2022-FY → 2025-FY

Gross margin

17.6%-0.7% pts

Operating margin

3.4%-0.6% pts

Net margin

2.3%-0.3% pts

FCF margin

5.6%+2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$35.44B$35.44B$34.83B$34.42B$31.79B
Net Income$831.7M$831.7M$974.1M$975.8M$854.6M
EBITDA$1.60B$1.60B$1.75B$1.73B$1.58B
EPS———297.48261.10
Gross Margin17.6%17.6%17.8%18.0%18.3%
Operating Margin3.4%3.4%3.7%4.1%4.0%
Net Margin2.3%2.3%2.8%2.8%2.7%
Balance Sheet
Debt/Equity0.080.080.130.200.13
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$1.97B$1.97B$231.0M$37.0M$1.02B
Returns
ROE8.2%8.2%10.3%11.3%11.0%
Valuation
P/E9.919.91—5.304.08
EV/EBITDA0.940.940.020.22-0.92
P/B0.820.820.520.600.45
Growth & Yield
Revenue Growth1.8%1.8%1.2%8.3%—
EPS Growth———13.9%—
Dividend Yield3.1%3.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +33.4%

Total return

+33.4%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+30.3%

EPS growthn/d
Multiple reratingn/d
Dividend+3.1%
Residual / FX / buybacks / cross-term+30.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.