StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
7637.T$3595.00-3.37%
Fair $3595.00+0.0%

7637.T

Hakudo Co., Ltd.

Industrials / Metal FabricationTokyo

$3595.00

-130.00 (-3.37%)

Fairly Valued+0.0%Fair Value $3595.00Fund rank 24/100 · Data gapFallback financials|
SA 52/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 33% · confianza 17%

FCF escenarios

weak_data · normalized FCF $905.0M · quality 33.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

52/100

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 · 7637.TLocal privado en este navegador · Hakudo 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

$40.8B

P/E

19.0x

↑

EV/EBITDA

8.0x

↓

ROE

9.4%

↑

Gross Margin

15.9%

↓

Debt/Equity

N/A

•
52-Week Range$3595
$2170$4010

TradingView lightweight chart

7637.T price, volumen y niveles de valoración

Último $3,725Periodo +140.3%
Fair value: $3,595

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

+6.2%

FCF CAGR

-38.5%

FCF margin

1.4%

FCF / Net income

0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $66.41B · net income $2.24B · FCF $905.0M

2022-FY → 2025-FY

Gross margin

15.9%-2.7% pts

Operating margin

4.5%-3.2% pts

Net margin

3.4%-2.0% pts

FCF margin

1.4%-5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$66.41B$66.41B$57.25B$61.60B$55.44B
Net Income$2.24B$2.24B$1.92B$2.74B$2.96B
EBITDA$4.41B$4.41B$3.94B$4.83B$5.10B
EPS197.23197.23168.99241.37261.34
Gross Margin15.9%15.9%16.2%16.5%18.6%
Operating Margin4.5%4.5%4.4%6.1%7.7%
Net Margin3.4%3.4%3.3%4.4%5.3%
Balance Sheet
Debt/Equity———0.02—
Current Ratio1.681.68———
Cash Flow
Free Cash Flow$905.0M$905.0M$979.2M$-374.4M$3.89B
Returns
ROE9.4%9.4%8.5%12.9%14.9%
Valuation
P/E19.0019.0014.8510.539.50
EV/EBITDA8.008.005.774.783.83
P/B1.721.721.271.361.42
Growth & Yield
Revenue Growth16.0%16.0%-7.1%11.1%—
EPS Growth16.7%16.7%-30.0%-7.6%—
Dividend Yield3.4%3.4%———

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

17.4%

exigente

EPS terminal req.

$319.00

Spread vs growth

-0.7%

5Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$385.99

Spread vs growth

2.3%

10Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$621.63

Spread vs growth

4.5%

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 +70.0%

Total return

+70.0%

Start / end P/E

13.2x → 18.9x

EPS bridge

168.99 → 197.23

Residual

+7.1%

EPS growth+16.7%
Multiple rerating+42.7%
Dividend+3.4%
Residual / FX / buybacks / cross-term+7.1%

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.