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7746.T$773.00-5.92%
Fair $773.00+0.0%

7746.T

Okamoto Glass Co., Ltd.

Technology / Electronic ComponentsTokyo

$773.00

-50.00 (-5.92%)

Fairly Valued+0.0%Fair Value $773.00Fund rank 16/100 · Data gapFallback financials|
SA 27/D
F-Score: 4/9
High DebtLow 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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-233.8M · quality 13.7/100

Data gap 16/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

27/100

D

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: 2unknown: 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. Debt-to-Equity ratio is 3.29, above the 2.0 threshold ROE is 4.9%, below the 5% threshold
Thesis & Journal · 7746.TLocal privado en este navegador · Okamoto Glass 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

$22.5B

P/E

202.4x

↑

EV/EBITDA

45.5x

↑

ROE

4.9%

↑

Gross Margin

33.6%

↑

Debt/Equity

3.29

↑
52-Week Range$773
$145$1638

TradingView lightweight chart

7746.T price, volumen y niveles de valoración

Último $795.00Periodo -20.5%
Fair value: $773.00

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

-2.6%

FCF CAGR

—

FCF margin

-8.2%

FCF / Net income

-4.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.69B · net income $89.0M · FCF $-385.8M

2022-FY → 2025-FY

Gross margin

33.6%+3.1% pts

Operating margin

2.7%-1.8% pts

Net margin

1.9%+3.6% pts

FCF margin

-8.2%-13.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.69B$4.69B$4.58B$4.89B$5.07B
Net Income$89.0M$89.0M$101.9M$215.0M$-87.8M
EBITDA$486.3M$486.3M$575.7M$540.4M$321.1M
EPS3.823.824.389.23-3.77
Gross Margin33.6%33.6%31.8%30.4%30.5%
Operating Margin2.7%2.7%1.4%2.7%4.4%
Net Margin1.9%1.9%2.2%4.4%-1.7%
Balance Sheet
Debt/Equity3.293.293.133.304.16
Current Ratio2.402.40———
Cash Flow
Free Cash Flow$-385.8M$-385.8M$-233.8M$108.5M$281.3M
Returns
ROE4.9%4.9%6.0%14.0%-6.8%
Valuation
P/E202.36202.3629.9114.73—
EV/EBITDA45.4645.4611.5812.3721.00
P/B9.989.981.802.062.37
Growth & Yield
Revenue Growth2.3%2.3%-6.2%-3.6%—
EPS Growth-12.8%-12.8%-52.5%344.8%—

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

161.9%

muy exigente

EPS terminal req.

$68.59

Spread vs growth

-174.6%

5Y implied EPS CAGR

85.1%

muy exigente

EPS terminal req.

$82.99

Spread vs growth

-97.9%

10Y implied EPS CAGR

42.7%

muy exigente

EPS terminal req.

$133.66

Spread vs growth

-55.5%

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 +376.0%

Total return

+376.0%

Start / end P/E

38.1x → 208.1x

EPS bridge

4.38 → 3.82

Residual

-57.0%

EPS growth-12.8%
Multiple rerating+445.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-57.0%

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.