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7614.T$1532.00-0.58%
Fair $1532.00+0.0%

7614.T

OM2 Network Co.,Ltd.

Consumer Defensive / Food DistributionTokyo

$1532.00

-9.00 (-0.58%)

Fairly Valued+0.0%Fair Value $1532.00Fund rank 37/100 · Data gapFallback financials|
SA 54/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 79.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

54/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 7614.TLocal privado en este navegador · OM2 Network 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

$10.2B

P/E

10.8x

↓

EV/EBITDA

0.1x

↓

ROE

5.2%

↓

Gross Margin

39.7%

↑

Debt/Equity

0.04

↓
52-Week Range$1532
$1468$2049

TradingView lightweight chart

7614.T price, volumen y niveles de valoración

Último $1,532Periodo -80.6%
Fair value: $1,532

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+3.9%

FCF CAGR

-13.6%

FCF margin

3.1%

FCF / Net income

1.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $35.37B · net income $944.3M · FCF $1.09B

2023-FY → 2026-FY

Gross margin

39.7%+1.4% pts

Operating margin

3.7%-1.1% pts

Net margin

2.7%-0.1% pts

FCF margin

3.1%-2.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$35.37B$35.37B$32.78B$32.11B$31.54B
Net Income$944.3M$944.3M$1.10B$1.34B$886.8M
EBITDA$1.94B$1.94B$2.07B$2.37B$1.79B
EPS——163.94198.50131.76
Gross Margin39.7%39.7%38.6%39.5%38.3%
Operating Margin3.7%3.7%4.5%5.8%4.8%
Net Margin2.7%2.7%3.4%4.2%2.8%
Balance Sheet
Debt/Equity0.040.040.030.000.01
Current Ratio3.753.75———
Cash Flow
Free Cash Flow$1.09B$1.09B$867.8M$1.31B$1.69B
Returns
ROE5.2%5.2%6.4%8.1%5.8%
Valuation
P/E10.8110.818.707.158.21
EV/EBITDA0.050.050.16-0.99-2.00
P/B0.560.560.550.580.47
Growth & Yield
Revenue Growth7.9%7.9%2.1%1.8%—
EPS Growth——-17.4%50.7%—
Dividend Yield2.3%2.3%———

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 +5.2%

Total return

+5.2%

Start / end P/E

n/dx → n/dx

EPS bridge

163.94 → n/d

Residual

+2.9%

EPS growthn/d
Multiple reratingn/d
Dividend+2.3%
Residual / FX / buybacks / cross-term+2.9%

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.