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7897.T$100.00+0.00%
Fair $100.00+0.0%

7897.T

Hokushin Co., Ltd.

Basic Materials / Lumber & Wood ProductionTokyo

$100.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $100.00Fund rank 24/100 · Data gapFallback financials|
SA 24/D
F-Score: 3/9
Declining RevenueMargin 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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $127.1M · quality 36.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

24/100

D

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: 3unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is 0.3%, below the 5% threshold
Thesis & Journal · 7897.TLocal privado en este navegador · Hokushin 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

$2.8B

P/E

138.9x

↑

EV/EBITDA

16.3x

↑

ROE

0.3%

↑

Gross Margin

13.2%

↓

Debt/Equity

0.86

↑
52-Week Range$100
$98$143

TradingView lightweight chart

7897.T price, volumen y niveles de valoración

Último $100.00Periodo -13.0%
Fair value: $100.00

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

-1.7%

FCF CAGR

—

FCF margin

-0.6%

FCF / Net income

-2.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.22B · net income $20.3M · FCF $-60.4M

2022-FY → 2025-FY

Gross margin

13.2%-3.0% pts

Operating margin

-0.7%-4.7% pts

Net margin

0.2%-3.3% pts

FCF margin

-0.6%-0.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.22B$10.22B$10.98B$12.89B$10.78B
Net Income$20.3M$20.3M$158.7M$332.4M$377.3M
EBITDA$378.9M$378.9M$549.1M$767.6M$849.9M
EPS0.720.725.6011.7213.31
Gross Margin13.2%13.2%14.1%15.4%16.3%
Operating Margin-0.7%-0.7%1.2%3.8%4.1%
Net Margin0.2%0.2%1.4%2.6%3.5%
Balance Sheet
Debt/Equity0.860.860.850.880.92
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$-60.4M$-60.4M$127.1M$143.4M$-59.6M
Returns
ROE0.3%0.3%2.7%5.7%6.8%
Valuation
P/E138.89138.8921.7911.6015.40
EV/EBITDA16.2716.2712.399.4610.87
P/B0.490.490.580.671.05
Growth & Yield
Revenue Growth-6.9%-6.9%-14.8%19.6%—
EPS Growth-87.1%-87.1%-52.2%-11.9%—
Dividend Yield4.0%4.0%———

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

131.0%

muy exigente

EPS terminal req.

$8.87

Spread vs growth

-218.1%

5Y implied EPS CAGR

71.7%

muy exigente

EPS terminal req.

$10.74

Spread vs growth

-158.8%

10Y implied EPS CAGR

37.4%

muy exigente

EPS terminal req.

$17.29

Spread vs growth

-124.6%

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 -15.4%

Total return

-15.4%

Start / end P/E

22.1x → 138.9x

EPS bridge

5.60 → 0.72

Residual

-459.5%

EPS growth-87.1%
Multiple rerating+527.2%
Dividend+4.0%
Residual / FX / buybacks / cross-term-459.5%

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.