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v0.1
7681.T$820.00-2.38%
Fair $820.00+0.0%

7681.T

LEOCLAN Co.,Ltd.

Healthcare / Medical DistributionTokyo

$820.00

-20.00 (-2.38%)

Fairly Valued+0.0%Fair Value $820.00Fund rank 23/100 · Data gapFallback financials|
SA 21/D
F-Score: 3/9
Low Profitability

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 34% · confianza 15%

FCF escenarios

weak_data · normalized FCF $-3.9M · quality 31.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

21/100

D

Piotroski

3/9

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. ROE is 2.7%, below the 5% threshold
Thesis & Journal · 7681.TLocal privado en este navegador · LEOCLAN 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

$4.9B

P/E

111.1x

↑

EV/EBITDA

0.2x

↓

ROE

2.7%

↑

Gross Margin

12.8%

↓

Debt/Equity

N/A

•
52-Week Range$820
$725$1319

TradingView lightweight chart

7681.T price, volumen y niveles de valoración

Último $820.00Periodo -28.1%
Fair value: $820.00

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

-10.3%

FCF CAGR

—

FCF margin

-0.8%

FCF / Net income

-1.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.49B · net income $152.8M · FCF $-168.8M

2022-FY → 2025-FY

Gross margin

12.8%+2.5% pts

Operating margin

1.3%-0.8% pts

Net margin

0.7%-0.8% pts

FCF margin

-0.8%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.49B$21.49B$19.80B$26.63B$29.77B
Net Income$152.8M$152.8M$136.1M$271.3M$437.1M
EBITDA$378.0M$378.0M$277.6M$536.9M$787.1M
EPS——22.9645.8473.84
Gross Margin12.8%12.8%13.2%10.6%10.3%
Operating Margin1.3%1.3%0.9%1.7%2.2%
Net Margin0.7%0.7%0.7%1.0%1.5%
Balance Sheet
Debt/Equity————0.02
Current Ratio1.391.39———
Cash Flow
Free Cash Flow$-168.8M$-168.8M$-3.9M$258.4M$195.5M
Returns
ROE2.7%2.7%2.4%4.9%8.1%
Valuation
P/E111.11111.1143.5519.5210.47
EV/EBITDA0.210.211.27-0.45-1.03
P/B0.860.861.060.950.85
Growth & Yield
Revenue Growth8.5%8.5%-25.6%-10.5%—
EPS Growth——-49.9%-37.9%—
Dividend Yield2.1%2.1%———

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 -21.0%

Total return

-21.0%

Start / end P/E

n/dx → n/dx

EPS bridge

22.96 → n/d

Residual

-23.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.1%
Residual / FX / buybacks / cross-term-23.1%

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.