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7461.T$447.00-0.89%
Fair $447.00+0.0%

7461.T

Kimura Co.,Ltd.

Basic Materials / Building MaterialsTokyo

$447.00

-4.00 (-0.89%)

Fairly Valued+0.0%Fair Value $447.00Fund rank 27/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $885.4M · quality 45.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

44/100

C

Piotroski

5/9

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 · 7461.TLocal privado en este navegador · Kimura 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

$6.6B

P/E

9.5x

↓

EV/EBITDA

3.0x

↓

ROE

7.3%

↑

Gross Margin

30.0%

↑

Debt/Equity

0.41

↑
52-Week Range$447
$442$535

TradingView lightweight chart

7461.T price, volumen y niveles de valoración

Último $447.00Periodo +34.1%
Fair value: $447.00

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

+1.8%

FCF CAGR

—

FCF margin

-7.0%

FCF / Net income

-2.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $36.25B · net income $1.18B · FCF $-2.54B

2022-FY → 2025-FY

Gross margin

30.0%+1.3% pts

Operating margin

5.4%-0.7% pts

Net margin

3.3%-0.2% pts

FCF margin

-7.0%-7.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$36.25B$36.25B$33.99B$35.14B$34.34B
Net Income$1.18B$1.18B$1.03B$1.30B$1.19B
EBITDA$3.16B$3.16B$2.81B$3.37B$3.11B
EPS79.8479.8469.5587.4780.35
Gross Margin30.0%30.0%29.6%29.3%28.8%
Operating Margin5.4%5.4%5.3%6.2%6.1%
Net Margin3.3%3.3%3.0%3.7%3.5%
Balance Sheet
Debt/Equity0.410.410.260.280.38
Current Ratio2.012.01———
Cash Flow
Free Cash Flow$-2.54B$-2.54B$885.4M$1.17B$92.8M
Returns
ROE7.3%7.3%6.7%9.0%9.0%
Valuation
P/E9.469.468.115.986.94
EV/EBITDA3.003.002.982.503.20
P/B0.410.410.550.540.63
Growth & Yield
Revenue Growth6.6%6.6%-3.3%2.3%—
EPS Growth14.8%14.8%-20.5%8.9%—
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%

3Y implied EPS CAGR

-20.8%

fácil

EPS terminal req.

$39.66

Spread vs growth

35.6%

5Y implied EPS CAGR

-9.7%

fácil

EPS terminal req.

$47.99

Spread vs growth

24.5%

10Y implied EPS CAGR

-0.3%

fácil

EPS terminal req.

$77.29

Spread vs growth

15.1%

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 +2.5%

Total return

+2.5%

Start / end P/E

6.5x → 5.6x

EPS bridge

69.55 → 79.84

Residual

-2.0%

EPS growth+14.8%
Multiple rerating-13.5%
Dividend+3.1%
Residual / FX / buybacks / cross-term-2.0%

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.