StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
7821.T$1793.00-2.18%
Fair $1793.00+0.0%

7821.T

Maeda Kosen Co., Ltd.

Basic Materials / Building MaterialsTokyo

$1793.00

-40.00 (-2.18%)

Fairly Valued+0.0%Fair Value $1793.00Fund rank 36/100 · Data gapFallback financials|
SA 59/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $9.1B · quality 75.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

59/100

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 7821.TLocal privado en este navegador · Maeda Kosen 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

$120.5B

P/E

12.2x

↓

EV/EBITDA

6.3x

↓

ROE

13.9%

↑

Gross Margin

37.1%

↑

Debt/Equity

0.06

↓
52-Week Range$1793
$1732$2241

TradingView lightweight chart

7821.T price, volumen y niveles de valoración

Último $1,793Periodo +1095.3%
Fair value: $1,793

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+10.3%

FCF CAGR

+31.3%

FCF margin

17.4%

FCF / Net income

1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $64.11B · net income $9.49B · FCF $11.17B

2021-FY → 2025-FY

Gross margin

37.1%+0.3% pts

Operating margin

18.8%+3.8% pts

Net margin

14.8%+4.2% pts

FCF margin

17.4%+8.7% pts
MetricTTM
2025
2024
2023
2021
Income Statement
Revenue$64.11B$64.11B$55.83B$50.20B$43.24B
Net Income$9.49B$9.49B$7.98B$5.26B$4.59B
EBITDA$16.50B$16.50B$14.74B$10.99B$9.62B
EPS139.70139.70117.0875.6765.22
Gross Margin37.1%37.1%37.1%36.0%36.9%
Operating Margin18.8%18.8%19.2%16.9%15.0%
Net Margin14.8%14.8%14.3%10.5%10.6%
Balance Sheet
Debt/Equity0.060.060.080.470.44
Current Ratio5.075.07———
Cash Flow
Free Cash Flow$11.17B$11.17B$9.07B$3.58B$3.76B
Returns
ROE13.9%13.9%12.8%12.1%12.2%
Valuation
P/E12.1512.1513.7019.9623.38
EV/EBITDA6.276.276.2910.1011.52
P/B1.781.781.752.422.84
Growth & Yield
Revenue Growth14.8%14.8%11.2%16.1%—
EPS Growth19.3%19.3%54.7%16.0%—
Dividend Yield1.5%1.5%———

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

4.4%

fácil

EPS terminal req.

$159.10

Spread vs growth

14.9%

5Y implied EPS CAGR

6.6%

razonable

EPS terminal req.

$192.51

Spread vs growth

12.7%

10Y implied EPS CAGR

8.3%

razonable

EPS terminal req.

$310.04

Spread vs growth

11.0%

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 -11.7%

Total return

-11.7%

Start / end P/E

17.7x → 12.8x

EPS bridge

117.08 → 139.70

Residual

-5.3%

EPS growth+19.3%
Multiple rerating-27.3%
Dividend+1.5%
Residual / FX / buybacks / cross-term-5.3%

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.