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7643.T$1696.00-0.76%
Fair $1696.00+0.0%

7643.T

Daiichi Co.,Ltd.

Consumer Defensive / Grocery StoresTokyo

$1696.00

-13.00 (-0.76%)

Fairly Valued+0.0%Fair Value $1696.00Fund rank 37/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9
Margin Compression

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 $1.3B · 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

46/100

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 7643.TLocal privado en este navegador · Daiichi 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

$19.1B

P/E

17.5x

↑

EV/EBITDA

5.3x

↓

ROE

5.7%

↓

Gross Margin

26.0%

↓

Debt/Equity

0.07

↓
52-Week Range$1696
$1381$1979

TradingView lightweight chart

7643.T price, volumen y niveles de valoración

Último $1,696Periodo +434.2%
Fair value: $1,696

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

+7.9%

FCF CAGR

-18.1%

FCF margin

1.6%

FCF / Net income

0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $59.16B · net income $979.4M · FCF $930.8M

2022-FY → 2025-FY

Gross margin

26.0%+0.5% pts

Operating margin

2.2%-1.8% pts

Net margin

1.7%-0.8% pts

FCF margin

1.6%-2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$59.16B$59.16B$52.39B$48.60B$47.10B
Net Income$979.4M$979.4M$1.42B$1.23B$1.16B
EBITDA$2.39B$2.39B$2.73B$2.39B$2.35B
EPS86.8586.85125.23108.04101.81
Gross Margin26.0%26.0%26.4%26.0%25.6%
Operating Margin2.2%2.2%3.7%3.7%4.0%
Net Margin1.7%1.7%2.7%2.5%2.5%
Balance Sheet
Debt/Equity0.070.070.040.070.08
Current Ratio0.880.88———
Cash Flow
Free Cash Flow$930.8M$930.8M$1.30B$1.63B$1.70B
Returns
ROE5.7%5.7%8.5%7.8%7.8%
Valuation
P/E17.4517.4510.667.737.85
EV/EBITDA5.335.332.931.211.51
P/B1.111.110.900.600.62
Growth & Yield
Revenue Growth12.9%12.9%7.8%3.2%—
EPS Growth-30.6%-30.6%15.9%6.1%—
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%

3Y implied EPS CAGR

20.1%

exigente

EPS terminal req.

$150.49

Spread vs growth

-50.8%

5Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$182.09

Spread vs growth

-46.6%

10Y implied EPS CAGR

12.9%

razonable

EPS terminal req.

$293.27

Spread vs growth

-43.6%

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 +23.0%

Total return

+23.0%

Start / end P/E

11.2x → 19.5x

EPS bridge

125.23 → 86.85

Residual

-22.7%

EPS growth-30.6%
Multiple rerating+73.9%
Dividend+2.3%
Residual / FX / buybacks / cross-term-22.7%

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.