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v0.1
8135.T$414.00-0.72%
Fair $414.00+0.0%

8135.T

Zett Corporation

Consumer Cyclical / LeisureTokyo

$414.00

-3.00 (-0.72%)

Fairly Valued+0.0%Fair Value $414.00Fund rank 34/100 · Data gapFallback financials|
SA 57/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 66.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

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 · 8135.TLocal privado en este navegador · Zett Corporation
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

$8.1B

P/E

8.2x

↓

EV/EBITDA

-0.2x

↓

ROE

20.6%

↑

Gross Margin

17.3%

↓

Debt/Equity

0.00

↓
52-Week Range$414
$406$614

TradingView lightweight chart

8135.T price, volumen y niveles de valoración

Último $411.00Periodo +228.8%
Fair value: $414.00

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

+7.3%

FCF CAGR

+85.4%

FCF margin

3.6%

FCF / Net income

0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $55.31B · net income $2.99B · FCF $1.99B

2022-FY → 2025-FY

Gross margin

17.3%-1.4% pts

Operating margin

1.9%+0.8% pts

Net margin

5.4%+3.8% pts

FCF margin

3.6%+2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$55.31B$55.31B$51.96B$49.89B$44.76B
Net Income$2.99B$2.99B$810.0M$905.0M$723.0M
EBITDA$4.36B$4.36B$1.17B$1.35B$959.0M
EPS152.89152.8941.4146.2836.94
Gross Margin17.3%17.3%17.5%18.4%18.7%
Operating Margin1.9%1.9%1.7%2.0%1.1%
Net Margin5.4%5.4%1.6%1.8%1.6%
Balance Sheet
Debt/Equity0.000.000.020.030.05
Current Ratio1.631.63———
Cash Flow
Free Cash Flow$1.99B$1.99B$555.0M$1.38B$313.0M
Returns
ROE20.6%20.6%6.1%7.0%6.5%
Valuation
P/E8.248.247.295.996.52
EV/EBITDA-0.23-0.23-0.14-0.360.08
P/B0.550.550.440.420.42
Growth & Yield
Revenue Growth6.5%6.5%4.1%11.4%—
EPS Growth269.2%269.2%-10.5%25.3%—
Dividend Yield8.7%8.7%———

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

-37.8%

fácil

EPS terminal req.

$36.74

Spread vs growth

307.0%

5Y implied EPS CAGR

-21.9%

fácil

EPS terminal req.

$44.45

Spread vs growth

291.1%

10Y implied EPS CAGR

-7.3%

fácil

EPS terminal req.

$71.59

Spread vs growth

276.5%

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 +8.2%

Total return

+8.2%

Start / end P/E

10.0x → 2.7x

EPS bridge

41.41 → 152.89

Residual

-196.6%

EPS growth+269.2%
Multiple rerating-73.0%
Dividend+8.7%
Residual / FX / buybacks / cross-term-196.6%

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.