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v0.1
7670.T$1016.00-1.26%
Fair $1016.00+0.0%

7670.T

O-Well Corporation

Industrials / ConglomeratesTokyo

$1016.00

-13.00 (-1.26%)

Fairly Valued+0.0%Fair Value $1016.00Fund rank 29/100 · Data gapFallback financials|
SA 55/C
F-Score: 7/9

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 21%

FCF escenarios

weak_data · normalized FCF $624.0M · quality 50.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

55/100

C

Piotroski

7/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 7670.TLocal privado en este navegador · O-Well Corporation
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

5.7x

↓

EV/EBITDA

2.6x

↓

ROE

8.3%

↑

Gross Margin

13.2%

↓

Debt/Equity

0.18

↓
52-Week Range$1016
$877$1320

TradingView lightweight chart

7670.T price, volumen y niveles de valoración

Último $1,016Periodo +30.9%
Fair value: $1,016

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

+6.8%

FCF CAGR

—

FCF margin

0.9%

FCF / Net income

0.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $69.42B · net income $1.78B · FCF $624.0M

2022-FY → 2025-FY

Gross margin

13.2%+0.7% pts

Operating margin

1.8%+1.4% pts

Net margin

2.6%+2.1% pts

FCF margin

0.9%+3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$69.42B$69.42B$71.05B$64.33B$56.95B
Net Income$1.78B$1.78B$1.53B$650.0M$261.0M
EBITDA$2.96B$2.96B$2.58B$1.29B$724.0M
EPS173.98173.98149.3763.7925.27
Gross Margin13.2%13.2%12.2%12.6%12.5%
Operating Margin1.8%1.8%1.3%1.1%0.4%
Net Margin2.6%2.6%2.1%1.0%0.5%
Balance Sheet
Debt/Equity0.180.180.220.230.25
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$624.0M$624.0M$1.92B$563.0M$-1.18B
Returns
ROE8.3%8.3%7.3%3.4%1.5%
Valuation
P/E5.685.687.1711.6021.13
EV/EBITDA2.572.573.555.867.66
P/B0.490.490.530.390.31
Growth & Yield
Revenue Growth-2.3%-2.3%10.4%13.0%—
EPS Growth16.5%16.5%134.2%152.4%—
Dividend Yield6.8%6.8%———

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

-19.7%

fácil

EPS terminal req.

$90.15

Spread vs growth

36.2%

5Y implied EPS CAGR

-8.9%

fácil

EPS terminal req.

$109.09

Spread vs growth

25.4%

10Y implied EPS CAGR

0.1%

fácil

EPS terminal req.

$175.68

Spread vs growth

16.4%

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 +21.7%

Total return

+21.7%

Start / end P/E

5.9x → 5.8x

EPS bridge

149.37 → 173.98

Residual

-0.2%

EPS growth+16.5%
Multiple rerating-1.3%
Dividend+6.8%
Residual / FX / buybacks / cross-term-0.2%

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.