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7846.T$4905.00-1.43%
Fair $4905.00+0.0%

7846.T

Pilot Corporation

Industrials / Business Equipment & SuppliesTokyo

$4905.00

-71.00 (-1.43%)

Fairly Valued+0.0%Fair Value $4905.00Fund rank 33/100 · 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.5B · quality 65.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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 · 7846.TLocal privado en este navegador · Pilot Corporation
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

$172.1B

P/E

15.5x

↓

EV/EBITDA

6.0x

↓

ROE

8.3%

↑

Gross Margin

51.0%

↑

Debt/Equity

0.03

↓
52-Week Range$4905
$3895$5134

TradingView lightweight chart

7846.T price, volumen y niveles de valoración

Último $4,905Periodo +678.6%
Fair value: $4,905

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

+3.8%

FCF CAGR

-16.0%

FCF margin

4.3%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $126.39B · net income $12.06B · FCF $5.48B

2022-FY → 2025-FY

Gross margin

51.0%-2.3% pts

Operating margin

13.2%-5.7% pts

Net margin

9.5%-4.4% pts

FCF margin

4.3%-3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$126.39B$126.39B$126.17B$118.59B$112.85B
Net Income$12.06B$12.06B$15.18B$13.66B$15.77B
EBITDA$25.17B$25.17B$26.65B$25.10B$26.57B
EPS317.02317.02388.53346.31399.86
Gross Margin51.0%51.0%51.3%52.2%53.3%
Operating Margin13.2%13.2%14.1%16.0%18.8%
Net Margin9.5%9.5%12.0%11.5%14.0%
Balance Sheet
Debt/Equity0.030.030.010.020.04
Current Ratio3.543.54———
Cash Flow
Free Cash Flow$5.48B$5.48B$11.21B$888.0M$9.24B
Returns
ROE8.3%8.3%10.9%10.5%13.5%
Valuation
P/E15.4815.4811.8412.0911.75
EV/EBITDA6.026.025.285.125.41
P/B1.281.281.291.271.59
Growth & Yield
Revenue Growth0.2%0.2%6.4%5.1%—
EPS Growth-18.4%-18.4%12.2%-13.4%—
Dividend Yield0.9%0.9%———

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

11.1%

razonable

EPS terminal req.

$435.24

Spread vs growth

-29.5%

5Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$526.64

Spread vs growth

-29.1%

10Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$848.15

Spread vs growth

-28.7%

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 +25.0%

Total return

+25.0%

Start / end P/E

10.2x → 15.5x

EPS bridge

388.53 → 317.02

Residual

-9.6%

EPS growth-18.4%
Multiple rerating+52.1%
Dividend+0.9%
Residual / FX / buybacks / cross-term-9.6%

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.