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7885.T$1183.00-3.74%
Fair $1183.00+0.0%

7885.T

Takano Co.,Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesTokyo

$1183.00

-46.00 (-3.74%)

Fairly Valued+0.0%Fair Value $1183.00Fund rank 36/100 · Data gapFallback financials|
SA 57/C
F-Score: 4/9
Margin CompressionLow 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $733.1M · quality 75.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

57/100

C

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. Operating margin has declined for 3 consecutive years ROE is 1.6%, below the 5% threshold
Thesis & Journal · 7885.TLocal privado en este navegador · Takano 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

$18.0B

P/E

30.4x

↑

EV/EBITDA

5.3x

↓

ROE

1.6%

↓

Gross Margin

22.5%

↓

Debt/Equity

0.01

↓
52-Week Range$1183
$714$1747

TradingView lightweight chart

7885.T price, volumen y niveles de valoración

Último $1,183Periodo -9.1%
Fair value: $1,183

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

+1.8%

FCF CAGR

-1.6%

FCF margin

2.7%

FCF / Net income

1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.97B · net income $520.5M · FCF $638.5M

2022-FY → 2025-FY

Gross margin

22.5%-2.2% pts

Operating margin

1.9%-3.1% pts

Net margin

2.2%-1.8% pts

FCF margin

2.7%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$23.97B$23.97B$25.17B$23.04B$22.75B
Net Income$520.5M$520.5M$601.3M$829.0M$894.4M
EBITDA$1.74B$1.74B$1.96B$2.02B$2.13B
EPS34.1934.1939.5054.4658.84
Gross Margin22.5%22.5%23.5%24.4%24.7%
Operating Margin1.9%1.9%3.5%4.3%5.0%
Net Margin2.2%2.2%2.4%3.6%3.9%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio4.944.94———
Cash Flow
Free Cash Flow$638.5M$638.5M$1.61B$733.1M$670.5M
Returns
ROE1.6%1.6%1.9%2.7%3.0%
Valuation
P/E30.4030.4026.6112.5612.08
EV/EBITDA5.345.343.851.391.53
P/B0.560.560.510.340.36
Growth & Yield
Revenue Growth-4.8%-4.8%9.3%1.3%—
EPS Growth-13.4%-13.4%-27.5%-7.4%—
Dividend Yield1.6%1.6%———

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

45.3%

muy exigente

EPS terminal req.

$104.97

Spread vs growth

-58.8%

5Y implied EPS CAGR

30.0%

muy exigente

EPS terminal req.

$127.02

Spread vs growth

-43.5%

10Y implied EPS CAGR

19.6%

exigente

EPS terminal req.

$204.56

Spread vs growth

-33.0%

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 +66.4%

Total return

+66.4%

Start / end P/E

18.2x → 34.6x

EPS bridge

39.50 → 34.19

Residual

-12.1%

EPS growth-13.4%
Multiple rerating+90.4%
Dividend+1.6%
Residual / FX / buybacks / cross-term-12.1%

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.