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7940.T$1050.00-0.10%
Fair $1050.00+0.0%

7940.T

Wavelock Holdings Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$1050.00

-1.00 (-0.10%)

Fairly Valued+0.0%Fair Value $1050.00Fund rank 23/100 · Data gapFallback financials|
SA 51/C
F-Score: 7/9
Low 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 17%

FCF escenarios

weak_data · normalized FCF $-1.0B · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

51/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 3.1%, below the 5% threshold
Thesis & Journal · 7940.TLocal privado en este navegador · Wavelock Holdings 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

$8.9B

P/E

29.4x

↑

EV/EBITDA

7.1x

↓

ROE

3.1%

↑

Gross Margin

22.1%

↑

Debt/Equity

0.33

↑
52-Week Range$1050
$568$1412

TradingView lightweight chart

7940.T price, volumen y niveles de valoración

Último $1,050Periodo +60.3%
Fair value: $1,050

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

+6.8%

FCF CAGR

—

FCF margin

3.4%

FCF / Net income

1.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.57B · net income $520.8M · FCF $862.4M

2022-FY → 2025-FY

Gross margin

22.1%-1.2% pts

Operating margin

1.6%-1.5% pts

Net margin

2.0%-1.1% pts

FCF margin

3.4%+7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$25.57B$25.57B$23.56B$22.58B$21.00B
Net Income$520.8M$520.8M$456.3M$2.32B$655.1M
EBITDA$1.55B$1.55B$1.51B$3.78B$1.50B
EPS61.7061.7054.10275.1869.73
Gross Margin22.1%22.1%22.9%22.8%23.2%
Operating Margin1.6%1.6%1.6%1.5%3.1%
Net Margin2.0%2.0%1.9%10.3%3.1%
Balance Sheet
Debt/Equity0.330.330.330.220.30
Current Ratio2.182.18———
Cash Flow
Free Cash Flow$862.4M$862.4M$-1.03B$-1.11B$-768.8M
Returns
ROE3.1%3.1%2.8%14.7%4.8%
Valuation
P/E29.3929.3912.462.189.61
EV/EBITDA7.127.125.601.625.67
P/B0.530.530.350.320.46
Growth & Yield
Revenue Growth8.5%8.5%4.3%7.5%—
EPS Growth14.0%14.0%-80.3%294.6%—
Dividend Yield2.8%2.8%———

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

14.7%

razonable

EPS terminal req.

$93.17

Spread vs growth

-0.7%

5Y implied EPS CAGR

12.8%

razonable

EPS terminal req.

$112.74

Spread vs growth

1.2%

10Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$181.56

Spread vs growth

2.7%

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 +86.4%

Total return

+86.4%

Start / end P/E

10.6x → 17.0x

EPS bridge

54.10 → 61.70

Residual

+8.6%

EPS growth+14.0%
Multiple rerating+61.0%
Dividend+2.8%
Residual / FX / buybacks / cross-term+8.6%

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.