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8141.T$1579.00+0.32%
Fair $1579.00+0.0%

8141.T

Shinko Shoji Co., Ltd.

Technology / Electronics & Computer DistributionTokyo

$1579.00

+5.00 (+0.32%)

Fairly Valued+0.0%Fair Value $1579.00Fund rank 28/100 · Data gapFallback financials|
SA 53/C
F-Score: 4/9
Declining RevenueLow 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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $4.5B · quality 50.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

53/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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 ROE is 1.0%, below the 5% threshold
Thesis & Journal · 8141.TLocal privado en este navegador · Shinko Shoji 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

$45.1B

P/E

40.8x

↑

EV/EBITDA

19.2x

↑

ROE

1.0%

↓

Gross Margin

8.0%

↓

Debt/Equity

0.19

↓
52-Week Range$1579
$899$1772

TradingView lightweight chart

8141.T price, volumen y niveles de valoración

Último $1,580Periodo +351.4%
Fair value: $1,579

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

-5.0%

FCF CAGR

—

FCF margin

27.3%

FCF / Net income

62.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $116.01B · net income $505.0M · FCF $31.62B

2022-FY → 2025-FY

Gross margin

8.0%-1.6% pts

Operating margin

0.5%-2.5% pts

Net margin

0.4%-1.7% pts

FCF margin

27.3%+36.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$116.01B$116.01B$175.85B$179.08B$135.21B
Net Income$505.0M$505.0M$3.19B$4.71B$2.82B
EBITDA$1.67B$1.67B$5.23B$7.37B$4.53B
EPS15.7515.7596.53137.77—
Gross Margin8.0%8.0%8.4%9.5%9.5%
Operating Margin0.5%0.5%2.8%4.0%3.1%
Net Margin0.4%0.4%1.8%2.6%2.1%
Balance Sheet
Debt/Equity0.190.190.320.340.22
Current Ratio3.163.16———
Cash Flow
Free Cash Flow$31.62B$31.62B$4.55B$-1.04B$-11.90B
Returns
ROE1.0%1.0%5.8%9.1%5.5%
Valuation
P/E40.7940.7911.838.41—
EV/EBITDA19.2319.238.016.317.51
P/B0.980.980.680.760.65
Growth & Yield
Revenue Growth-34.0%-34.0%-1.8%32.4%—
EPS Growth-83.7%-83.7%-29.9%——
Dividend Yield1.6%1.6%———

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

107.2%

muy exigente

EPS terminal req.

$140.11

Spread vs growth

-190.9%

5Y implied EPS CAGR

60.8%

muy exigente

EPS terminal req.

$169.53

Spread vs growth

-144.5%

10Y implied EPS CAGR

33.0%

muy exigente

EPS terminal req.

$273.03

Spread vs growth

-116.7%

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 +72.7%

Total return

+72.7%

Start / end P/E

9.6x → 100.3x

EPS bridge

96.53 → 15.75

Residual

-794.3%

EPS growth-83.7%
Multiple rerating+949.1%
Dividend+1.6%
Residual / FX / buybacks / cross-term-794.3%

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.