StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
7673.T$1621.00-4.31%
Fair $1621.00+0.0%

7673.T

Daiko Tsusan Co.,Ltd.

Technology / Communication EquipmentTokyo

$1621.00

-74.00 (-4.31%)

Fairly Valued+0.0%Fair Value $1621.00Fund rank 32/100 · 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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 7673.TLocal privado en este navegador · Daiko Tsusan 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

$8.6B

P/E

10.0x

↓

EV/EBITDA

1.6x

↓

ROE

9.7%

↑

Gross Margin

14.3%

↓

Debt/Equity

0.09

↓
52-Week Range$1621
$1387$1939

TradingView lightweight chart

7673.T price, volumen y niveles de valoración

Último $1,643Periodo +87.6%
Fair value: $1,621

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

+7.3%

FCF CAGR

+24.7%

FCF margin

5.8%

FCF / Net income

1.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.73B · net income $816.3M · FCF $1.26B

2022-FY → 2025-FY

Gross margin

14.3%-1.3% pts

Operating margin

5.4%-0.6% pts

Net margin

3.8%-0.2% pts

FCF margin

5.8%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.73B$21.73B$17.22B$17.15B$17.58B
Net Income$816.3M$816.3M$602.1M$615.1M$703.6M
EBITDA$1.26B$1.26B$934.4M$963.0M$1.10B
EPS153.09153.09112.90115.34131.95
Gross Margin14.3%14.3%15.2%15.3%15.6%
Operating Margin5.4%5.4%5.1%5.3%6.0%
Net Margin3.8%3.8%3.5%3.6%4.0%
Balance Sheet
Debt/Equity0.090.090.100.040.06
Current Ratio1.611.61———
Cash Flow
Free Cash Flow$1.26B$1.26B$1.47B$-718.2M$652.5M
Returns
ROE9.7%9.7%7.7%8.2%9.8%
Valuation
P/E10.0210.0210.529.678.91
EV/EBITDA1.571.570.711.530.26
P/B1.031.030.810.790.88
Growth & Yield
Revenue Growth26.2%26.2%0.4%-2.5%—
EPS Growth35.6%35.6%-2.1%-12.6%—
Dividend Yield8.2%8.2%———

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

-2.1%

fácil

EPS terminal req.

$143.84

Spread vs growth

37.7%

5Y implied EPS CAGR

2.6%

fácil

EPS terminal req.

$174.04

Spread vs growth

33.0%

10Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$280.30

Spread vs growth

29.4%

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 +22.7%

Total return

+22.7%

Start / end P/E

12.7x → 10.7x

EPS bridge

112.90 → 153.09

Residual

-5.5%

EPS growth+35.6%
Multiple rerating-15.5%
Dividend+8.2%
Residual / FX / buybacks / cross-term-5.5%

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.