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8052.T$2673.00-0.78%
Fair $2673.00+0.0%

8052.T

Tsubakimoto Kogyo Co., Ltd.

Industrials / Industrial DistributionTokyo

$2673.00

-21.00 (-0.78%)

Fairly Valued+0.0%Fair Value $2673.00Fund rank 34/100 · Data gapFallback financials|
SA 40/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.0B · quality 63.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

40/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 8052.TLocal privado en este navegador · Tsubakimoto Kogyo 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

$49.1B

P/E

9.8x

↓

EV/EBITDA

2.9x

↓

ROE

10.7%

↑

Gross Margin

15.4%

↓

Debt/Equity

N/A

•
52-Week Range$2673
$2204$3145

TradingView lightweight chart

8052.T price, volumen y niveles de valoración

Último $2,673Periodo +849.0%
Fair value: $2,673

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

+8.7%

FCF CAGR

-18.2%

FCF margin

2.9%

FCF / Net income

0.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $124.32B · net income $4.69B · FCF $3.59B

2022-FY → 2025-FY

Gross margin

15.4%-0.1% pts

Operating margin

4.8%+0.3% pts

Net margin

3.8%+0.5% pts

FCF margin

2.9%-3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$124.32B$124.32B$113.50B$107.96B$96.89B
Net Income$4.69B$4.69B$4.00B$3.67B$3.18B
EBITDA$7.21B$7.21B$6.01B$5.61B$4.93B
EPS252.03252.03212.90195.18169.19
Gross Margin15.4%15.4%15.4%15.1%15.4%
Operating Margin4.8%4.8%4.6%4.7%4.5%
Net Margin3.8%3.8%3.5%3.4%3.3%
Balance Sheet
Current Ratio1.751.75———
Cash Flow
Free Cash Flow$3.59B$3.59B$5.01B$6.72B$6.57B
Returns
ROE10.7%10.7%10.0%10.8%10.4%
Valuation
P/E9.789.7810.116.817.07
EV/EBITDA2.892.892.260.370.99
P/B1.141.141.010.740.74
Growth & Yield
Revenue Growth9.5%9.5%5.1%11.4%—
EPS Growth18.4%18.4%9.1%15.4%—
Dividend Yield4.5%4.5%———

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

-2.0%

fácil

EPS terminal req.

$237.18

Spread vs growth

20.4%

5Y implied EPS CAGR

2.6%

fácil

EPS terminal req.

$286.99

Spread vs growth

15.7%

10Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$462.20

Spread vs growth

12.1%

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 +25.5%

Total return

+25.5%

Start / end P/E

10.4x → 10.6x

EPS bridge

212.90 → 252.03

Residual

+0.4%

EPS growth+18.4%
Multiple rerating+2.3%
Dividend+4.5%
Residual / FX / buybacks / cross-term+0.4%

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.