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8125.T$1626.00-2.49%
Fair $1626.00+0.0%

8125.T

Wakita & Co.,LTD.

Industrials / Farm & Heavy Construction MachineryTokyo

$1626.00

-42.00 (-2.49%)

Fairly Valued+0.0%Fair Value $1626.00Fund rank 34/100 · Data gapFallback financials|
SA 41/C
F-Score: 5/9
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $11.8B · quality 67.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

41/100

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: 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. ROE is 3.4%, below the 5% threshold
Thesis & Journal · 8125.TLocal privado en este navegador · Wakita & 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

$80.9B

P/E

23.3x

↑

EV/EBITDA

4.6x

↓

ROE

3.4%

↓

Gross Margin

29.4%

↑

Debt/Equity

0.01

↓
52-Week Range$1626
$1617$2143

TradingView lightweight chart

8125.T price, volumen y niveles de valoración

Último $1,648Periodo +449.3%
Fair value: $1,626

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+5.7%

FCF CAGR

—

FCF margin

12.7%

FCF / Net income

3.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $93.22B · net income $3.45B · FCF $11.79B

2023-FY → 2026-FY

Gross margin

29.4%+2.1% pts

Operating margin

5.7%-1.6% pts

Net margin

3.7%-1.2% pts

FCF margin

12.7%+14.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$93.22B$93.22B$92.32B$88.65B$78.87B
Net Income$3.45B$3.45B$3.91B$3.16B$3.90B
EBITDA$14.17B$14.17B$14.75B$13.85B$13.68B
EPS69.7769.7779.2763.4576.44
Gross Margin29.4%29.4%29.1%28.0%27.3%
Operating Margin5.7%5.7%6.9%6.3%7.3%
Net Margin3.7%3.7%4.2%3.6%4.9%
Balance Sheet
Debt/Equity0.010.010.010.010.02
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$11.79B$11.79B$15.10B$11.29B$-1.77B
Returns
ROE3.4%3.4%3.9%3.2%4.0%
Valuation
P/E23.3323.3321.8024.9015.04
EV/EBITDA4.644.644.404.442.93
P/B0.790.790.850.790.59
Growth & Yield
Revenue Growth1.0%1.0%4.1%12.4%—
EPS Growth-12.0%-12.0%24.9%-17.0%—
Dividend Yield6.1%6.1%———

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

27.4%

muy exigente

EPS terminal req.

$144.28

Spread vs growth

-39.4%

5Y implied EPS CAGR

20.1%

exigente

EPS terminal req.

$174.58

Spread vs growth

-32.1%

10Y implied EPS CAGR

15.0%

razonable

EPS terminal req.

$281.16

Spread vs growth

-26.9%

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 -3.6%

Total return

-3.6%

Start / end P/E

23.0x → 23.6x

EPS bridge

79.27 → 69.77

Residual

-0.3%

EPS growth-12.0%
Multiple rerating+2.6%
Dividend+6.1%
Residual / FX / buybacks / cross-term-0.3%

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.