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8219.T$673.00-0.44%
Fair $673.00+0.0%

8219.T

8219.T

Consumer Cyclical / Apparel RetailTokyo

$673.00

-3.00 (-0.44%)

Fairly Valued+0.0%Fair Value $673.00Fund rank 36/100 · Data gapFallback financials|
SA 43/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 $8.8B · quality 72.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

43/100

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 · 8219.TLocal privado en este navegador · 8219.T
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

$95.5B

P/E

14.0x

↓

EV/EBITDA

5.3x

↓

ROE

5.3%

↑

Gross Margin

51.4%

↑

Debt/Equity

0.46

↑
52-Week Range$673
$662$924

TradingView lightweight chart

8219.T price, volumen y niveles de valoración

Último $673.00Periodo +145.6%
Fair value: $673.00

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

+5.5%

FCF CAGR

-13.9%

FCF margin

4.3%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $194.79B · net income $9.40B · FCF $8.34B

2022-FY → 2025-FY

Gross margin

51.4%+1.0% pts

Operating margin

6.5%+5.1% pts

Net margin

4.8%+4.0% pts

FCF margin

4.3%-3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$194.79B$194.79B$193.69B$185.58B$165.96B
Net Income$9.40B$9.40B$10.09B$4.28B$1.35B
EBITDA$20.63B$20.63B$19.62B$14.52B$11.01B
EPS63.4463.4467.4628.62—
Gross Margin51.4%51.4%51.6%50.7%50.4%
Operating Margin6.5%6.5%6.2%4.0%1.3%
Net Margin4.8%4.8%5.2%2.3%0.8%
Balance Sheet
Debt/Equity0.460.460.510.630.65
Current Ratio3.133.13———
Cash Flow
Free Cash Flow$8.34B$8.34B$8.76B$20.77B$13.05B
Returns
ROE5.3%5.3%5.7%2.6%0.8%
Valuation
P/E14.0414.048.0910.47—
EV/EBITDA5.305.304.603.935.81
P/B0.560.560.460.270.20
Growth & Yield
Revenue Growth0.6%0.6%4.4%11.8%—
EPS Growth-6.0%-6.0%135.7%——
Dividend Yield5.6%5.6%———

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

-2.0%

fácil

EPS terminal req.

$59.72

Spread vs growth

-4.0%

5Y implied EPS CAGR

2.6%

fácil

EPS terminal req.

$72.26

Spread vs growth

-8.6%

10Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$116.37

Spread vs growth

-12.2%

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 -1.7%

Total return

-1.7%

Start / end P/E

10.8x → 10.6x

EPS bridge

67.46 → 63.44

Residual

+0.1%

EPS growth-6.0%
Multiple rerating-1.5%
Dividend+5.6%
Residual / FX / buybacks / cross-term+0.1%

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.