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7522.T$914.00-0.98%
Fair $914.00+0.0%

7522.T

Watami Co., Ltd.

Consumer Cyclical / RestaurantsTokyo

$914.00

-9.00 (-0.98%)

Fairly Valued+0.0%Fair Value $914.00Fund rank 29/100 · Data gapFallback financials|
SA 43/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 27% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.6B · quality 48.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

43/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 7522.TLocal privado en este navegador · Watami 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

$36.7B

P/E

10.1x

↓

EV/EBITDA

2.7x

↓

ROE

13.1%

↑

Gross Margin

56.6%

↑

Debt/Equity

1.09

↑
52-Week Range$914
$892$1076

TradingView lightweight chart

7522.T price, volumen y niveles de valoración

Último $914.00Periodo -67.8%
Fair value: $914.00

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

+11.3%

FCF CAGR

—

FCF margin

6.1%

FCF / Net income

1.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $88.71B · net income $3.52B · FCF $5.40B

2022-FY → 2025-FY

Gross margin

56.6%+2.8% pts

Operating margin

5.2%+10.7% pts

Net margin

4.0%+6.8% pts

FCF margin

6.1%+7.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$88.71B$88.71B$82.30B$77.92B$64.36B
Net Income$3.52B$3.52B$4.19B$1.67B$-1.84B
EBITDA$7.40B$7.40B$6.55B$4.27B$935.0M
EPS75.9075.9092.6741.27-45.49
Gross Margin56.6%56.6%58.2%56.0%53.8%
Operating Margin5.2%5.2%4.6%1.9%-5.6%
Net Margin4.0%4.0%5.1%2.1%-2.9%
Balance Sheet
Debt/Equity1.091.091.251.401.73
Current Ratio3.013.01———
Cash Flow
Free Cash Flow$5.40B$5.40B$2.55B$4.56B$-1.18B
Returns
ROE13.1%13.1%19.1%9.5%-12.7%
Valuation
P/E10.1110.1110.2622.17—
EV/EBITDA2.692.694.587.1033.68
P/B1.371.371.742.102.58
Growth & Yield
Revenue Growth7.8%7.8%5.6%21.1%—
EPS Growth-18.1%-18.1%124.5%190.7%—
Dividend Yield1.1%1.1%———

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

2.2%

fácil

EPS terminal req.

$81.10

Spread vs growth

-20.3%

5Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$98.13

Spread vs growth

-23.4%

10Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$158.05

Spread vs growth

-25.7%

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 -9.3%

Total return

-9.3%

Start / end P/E

11.0x → 12.0x

EPS bridge

92.67 → 75.90

Residual

-1.7%

EPS growth-18.1%
Multiple rerating+9.4%
Dividend+1.1%
Residual / FX / buybacks / cross-term-1.7%

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.