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7995.T$8440.00+1.95%
Fair $8440.00+0.0%

7995.T

Valqua, Ltd.

Industrials / Specialty Industrial MachineryTokyo

$8440.00

+160.00 (+1.95%)

Fairly Valued+0.0%Fair Value $8440.00Fund rank 26/100 · Data gapFallback financials|
SA 56/C
F-Score: 3/9
Declining Revenue

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 18%

FCF escenarios

weak_data · normalized FCF $-2.1B · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

56/100

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. Revenue has declined for 2 consecutive years
Thesis & Journal · 7995.TLocal privado en este navegador · Valqua, 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

$148.7B

P/E

29.0x

↑

EV/EBITDA

16.8x

↑

ROE

9.3%

↑

Gross Margin

39.7%

↑

Debt/Equity

0.29

↓
52-Week Range$8440
$2900$8530

TradingView lightweight chart

7995.T price, volumen y niveles de valoración

Último $8,360Periodo +1045.2%
Fair value: $8,440

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

+4.2%

FCF CAGR

—

FCF margin

-3.5%

FCF / Net income

-0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $60.11B · net income $4.68B · FCF $-2.10B

2022-FY → 2025-FY

Gross margin

39.7%-0.8% pts

Operating margin

9.4%-3.7% pts

Net margin

7.8%-1.3% pts

FCF margin

-3.5%-7.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$60.11B$60.11B$61.74B$62.18B$53.17B
Net Income$4.68B$4.68B$4.91B$6.75B$4.84B
EBITDA$9.22B$9.22B$9.90B$12.83B$9.68B
EPS265.80265.80279.45381.56273.98
Gross Margin39.7%39.7%41.0%41.4%40.4%
Operating Margin9.4%9.4%11.5%14.3%13.1%
Net Margin7.8%7.8%8.0%10.8%9.1%
Balance Sheet
Debt/Equity0.290.290.230.150.14
Current Ratio3.033.03———
Cash Flow
Free Cash Flow$-2.10B$-2.10B$-3.06B$1.72B$2.08B
Returns
ROE9.3%9.3%10.2%14.9%12.2%
Valuation
P/E29.0129.0117.758.649.34
EV/EBITDA16.8116.819.274.434.42
P/B2.942.941.811.291.14
Growth & Yield
Revenue Growth-2.6%-2.6%-0.7%16.9%—
EPS Growth-4.9%-4.9%-26.8%39.3%—
Dividend Yield2.0%2.0%———

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

41.2%

muy exigente

EPS terminal req.

$748.91

Spread vs growth

-46.1%

5Y implied EPS CAGR

27.8%

muy exigente

EPS terminal req.

$906.18

Spread vs growth

-32.7%

10Y implied EPS CAGR

18.6%

exigente

EPS terminal req.

$1459.41

Spread vs growth

-23.5%

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 +186.6%

Total return

+186.6%

Start / end P/E

10.5x → 31.5x

EPS bridge

279.45 → 265.80

Residual

-9.7%

EPS growth-4.9%
Multiple rerating+199.2%
Dividend+2.0%
Residual / FX / buybacks / cross-term-9.7%

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.