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7826.T$9550.00+8.89%
Fair $9550.00+0.0%

7826.T

Furuya Metal Co., Ltd.

Technology / Electronic ComponentsTokyo

$9550.00

+780.00 (+8.89%)

Fairly Valued+0.0%Fair Value $9550.00Fund rank 25/100 · Data gapFallback financials|
SA 55/C
F-Score: 3/9
Margin Compression

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 18%

FCF escenarios

weak_data · normalized FCF $-2.8B · quality 46.3/100

Data gap 25/100
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

55/100

C

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 7826.TLocal privado en este navegador · Furuya Metal 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

$234.9B

P/E

31.1x

↑

EV/EBITDA

21.4x

↑

ROE

10.0%

↑

Gross Margin

24.7%

↓

Debt/Equity

0.45

↑
52-Week Range$9550
$2151$11010

TradingView lightweight chart

7826.T price, volumen y niveles de valoración

Último $9,550Periodo +952.3%
Fair value: $9,550

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

+8.2%

FCF CAGR

—

FCF margin

-7.0%

FCF / Net income

-0.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $57.38B · net income $6.47B · FCF $-3.99B

2022-FY → 2025-FY

Gross margin

24.7%-10.9% pts

Operating margin

16.6%-12.2% pts

Net margin

11.3%-8.9% pts

FCF margin

-7.0%-0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$57.38B$57.38B$47.53B$48.12B$45.32B
Net Income$6.47B$6.47B$7.41B$9.41B$9.14B
EBITDA$11.75B$11.75B$12.86B$13.72B$14.19B
EPS262.42262.42321.26447.33435.14
Gross Margin24.7%24.7%30.9%32.0%35.6%
Operating Margin16.6%16.6%20.6%23.9%28.8%
Net Margin11.3%11.3%15.6%19.5%20.2%
Balance Sheet
Debt/Equity0.450.450.370.500.47
Current Ratio3.923.92———
Cash Flow
Free Cash Flow$-3.99B$-3.99B$1.08B$-2.77B$-2.98B
Returns
ROE10.0%10.0%12.3%21.3%25.0%
Valuation
P/E31.0631.0613.818.116.39
EV/EBITDA21.4121.418.716.945.06
P/B3.653.651.691.721.60
Growth & Yield
Revenue Growth20.7%20.7%-1.2%6.2%—
EPS Growth-18.3%-18.3%-28.2%2.8%—
Dividend Yield3.3%3.3%———

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

47.8%

muy exigente

EPS terminal req.

$847.40

Spread vs growth

-66.1%

5Y implied EPS CAGR

31.3%

muy exigente

EPS terminal req.

$1025.36

Spread vs growth

-49.6%

10Y implied EPS CAGR

20.2%

exigente

EPS terminal req.

$1651.35

Spread vs growth

-38.5%

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 +270.1%

Total return

+270.1%

Start / end P/E

8.1x → 36.4x

EPS bridge

321.26 → 262.42

Residual

-63.9%

EPS growth-18.3%
Multiple rerating+349.1%
Dividend+3.3%
Residual / FX / buybacks / cross-term-63.9%

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.