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8014.T$3880.00-2.88%
Fair $3880.00+0.0%

8014.T

Chori Co., Ltd.

Industrials / ConglomeratesTokyo

$3880.00

-115.00 (-2.88%)

Fairly Valued+0.0%Fair Value $3880.00Fund rank 30/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $7.3B · quality 52.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

48/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 8014.TLocal privado en este navegador · Chori 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

$95.6B

P/E

8.0x

↓

EV/EBITDA

4.2x

↓

ROE

12.7%

↑

Gross Margin

13.0%

↓

Debt/Equity

0.02

↓
52-Week Range$3880
$3405$4745

TradingView lightweight chart

8014.T price, volumen y niveles de valoración

Último $3,880Periodo +331.1%
Fair value: $3,880

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

+3.1%

FCF CAGR

—

FCF margin

1.4%

FCF / Net income

0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $311.55B · net income $11.66B · FCF $4.28B

2022-FY → 2025-FY

Gross margin

13.0%+2.2% pts

Operating margin

4.7%+1.4% pts

Net margin

3.7%+1.3% pts

FCF margin

1.4%+2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$311.55B$311.55B$307.70B$329.39B$284.10B
Net Income$11.66B$11.66B$9.62B$8.12B$6.81B
EBITDA$17.54B$17.54B$16.38B$14.54B$12.08B
EPS——390.87330.16276.82
Gross Margin13.0%13.0%12.6%11.3%10.8%
Operating Margin4.7%4.7%4.9%3.8%3.3%
Net Margin3.7%3.7%3.1%2.5%2.4%
Balance Sheet
Debt/Equity0.020.020.030.070.08
Current Ratio2.702.70———
Cash Flow
Free Cash Flow$4.28B$4.28B$7.35B$8.57B$-2.56B
Returns
ROE12.7%12.7%11.7%11.3%10.5%
Valuation
P/E7.967.968.727.226.37
EV/EBITDA4.234.234.203.253.01
P/B1.041.041.020.810.67
Growth & Yield
Revenue Growth1.3%1.3%-6.6%15.9%—
EPS Growth——18.4%19.3%—
Dividend Yield4.3%4.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +6.8%

Total return

+6.8%

Start / end P/E

n/dx → n/dx

EPS bridge

390.87 → n/d

Residual

+2.5%

EPS growthn/d
Multiple reratingn/d
Dividend+4.3%
Residual / FX / buybacks / cross-term+2.5%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.