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8537.T$2735.00-3.49%
Fair $2735.00+0.0%

8537.T

The Taiko Bank,Ltd.

Financial Services / Banks - RegionalTokyo

$2735.00

-99.00 (-3.49%)

Fairly Valued+0.0%Fair Value $2735.00Fund rank 22/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 10.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

45/100

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); financial Book/ROE targets are disabled until manually verified. ROE is 3.3%, below the 5% threshold
Thesis & Journal · 8537.TLocal privado en este navegador · The Taiko Bank,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

$26.1B

P/E

9.5x

↓

EV/EBITDA

N/A

•

ROE

3.3%

↓

Gross Margin

N/A

•

Debt/Equity

1.17

↑
52-Week Range$2735
$1394$3030

TradingView lightweight chart

8537.T price, volumen y niveles de valoración

Último $2,735Periodo -6.7%
Fair value: $2,735

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

-0.0%

FCF CAGR

—

FCF margin

213.9%

FCF / Net income

16.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.80B · net income $2.50B · FCF $40.21B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

13.3%+2.4% pts

FCF margin

213.9%+237.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.80B$18.80B$19.58B$19.42B$18.81B
Net Income$2.50B$2.50B$1.72B$1.28B$2.04B
EPS258.52258.52178.39133.62213.80
Net Margin13.3%13.3%8.8%6.6%10.9%
Balance Sheet
Debt/Equity1.171.170.900.711.79
Cash Flow
Free Cash Flow$40.21B$40.21B$732.0M$-139.63B$-4.52B
Returns
ROE3.3%3.3%2.2%1.8%2.7%
Valuation
P/E9.479.478.088.186.09
P/B0.350.350.180.140.16
Growth & Yield
Revenue Growth-4.0%-4.0%0.8%3.3%—
EPS Growth44.9%44.9%33.5%-37.5%—
Dividend Yield3.9%3.9%———

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

-2.1%

fácil

EPS terminal req.

$242.69

Spread vs growth

47.0%

5Y implied EPS CAGR

2.6%

fácil

EPS terminal req.

$293.65

Spread vs growth

42.3%

10Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$472.93

Spread vs growth

38.7%

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 +99.2%

Total return

+99.2%

Start / end P/E

7.8x → 10.6x

EPS bridge

178.39 → 258.52

Residual

+15.6%

EPS growth+44.9%
Multiple rerating+34.8%
Dividend+3.9%
Residual / FX / buybacks / cross-term+15.6%

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.