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7990.T$2411.00-7.59%
Fair $2411.00+0.0%

7990.T

Globeride, Inc.

Consumer Cyclical / LeisureTokyo

$2411.00

-198.00 (-7.59%)

Fairly Valued+0.0%Fair Value $2411.00Fund rank 25/100 · Data gapFallback financials|
SA 57/C
F-Score: 3/9
Declining RevenueMargin 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 17%

FCF escenarios

weak_data · normalized FCF $-118.0M · quality 41.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

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: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · 7990.TLocal privado en este navegador · Globeride, Inc.
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

$52.6B

P/E

10.0x

↓

EV/EBITDA

6.2x

↓

ROE

7.8%

↑

Gross Margin

37.5%

↑

Debt/Equity

0.48

↑
52-Week Range$2411
$1920$2657

TradingView lightweight chart

7990.T price, volumen y niveles de valoración

Último $2,411Periodo +319.3%
Fair value: $2,411

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

+0.9%

FCF CAGR

—

FCF margin

-1.8%

FCF / Net income

-0.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $123.98B · net income $4.78B · FCF $-2.21B

2022-FY → 2025-FY

Gross margin

37.5%-0.3% pts

Operating margin

5.2%-5.0% pts

Net margin

3.9%-4.1% pts

FCF margin

-1.8%-2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$123.98B$123.98B$126.01B$134.58B$120.68B
Net Income$4.78B$4.78B$5.58B$9.19B$9.57B
EBITDA$11.63B$11.63B$12.94B$16.43B$16.20B
EPS208.10208.10242.98400.04—
Gross Margin37.5%37.5%36.5%36.4%37.9%
Operating Margin5.2%5.2%5.9%9.0%10.2%
Net Margin3.9%3.9%4.4%6.8%7.9%
Balance Sheet
Debt/Equity0.480.480.480.600.55
Current Ratio2.432.43———
Cash Flow
Free Cash Flow$-2.21B$-2.21B$6.37B$-118.0M$798.0M
Returns
ROE7.8%7.8%10.3%19.4%25.6%
Valuation
P/E10.0410.047.915.90—
EV/EBITDA6.256.254.444.234.50
P/B0.910.910.811.151.62
Growth & Yield
Revenue Growth-1.6%-1.6%-6.4%11.5%—
EPS Growth-14.4%-14.4%-39.3%——
Dividend Yield3.8%3.8%———

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

0.9%

fácil

EPS terminal req.

$213.94

Spread vs growth

-15.3%

5Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$258.86

Spread vs growth

-18.8%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$416.90

Spread vs growth

-21.6%

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 +27.5%

Total return

+27.5%

Start / end P/E

8.0x → 11.6x

EPS bridge

242.98 → 208.10

Residual

-6.4%

EPS growth-14.4%
Multiple rerating+44.4%
Dividend+3.8%
Residual / FX / buybacks / cross-term-6.4%

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.