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8715.T$1192.00-2.13%
Fair $1192.00+0.0%

8715.T

Anicom Holdings, Inc.

Financial Services / Insurance - Property & CasualtyTokyo

$1192.00

-26.00 (-2.13%)

Fairly Valued+0.0%Fair Value $1192.00Fund rank 38/100 · Data gapFallback financials|
SA 47/C
F-Score: 6/9

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 34.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

47/100

C

Piotroski

6/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 8715.TLocal privado en este navegador · Anicom Holdings, Inc.
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

$87.8B

P/E

40.1x

↑

EV/EBITDA

N/A

•

ROE

11.6%

↑

Gross Margin

N/A

•

Debt/Equity

0.36

↑
52-Week Range$1192
$623$1710

TradingView lightweight chart

8715.T price, volumen y niveles de valoración

Último $1,192Periodo +407.2%
Fair value: $1,192

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

+8.5%

FCF CAGR

+16.5%

FCF margin

7.6%

FCF / Net income

1.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $67.42B · net income $3.25B · FCF $5.13B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

4.8%+0.8% pts

FCF margin

7.6%+1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$67.42B$67.42B$60.33B$56.41B$52.81B
Net Income$3.25B$3.25B$2.73B$2.28B$2.11B
EPS41.9841.9834.0228.1225.99
Net Margin4.8%4.8%4.5%4.0%4.0%
Balance Sheet
Debt/Equity0.360.360.170.180.18
Current Ratio11.6111.61———
Cash Flow
Free Cash Flow$5.13B$5.13B$4.83B$3.57B$3.24B
Returns
ROE11.6%11.6%9.1%8.1%7.7%
Valuation
P/E40.1140.1116.6118.3524.28
P/B3.283.281.521.491.88
Growth & Yield
Revenue Growth11.8%11.8%7.0%6.8%—
EPS Growth23.4%23.4%21.0%8.2%—
Dividend Yield2.2%2.2%———

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

36.1%

muy exigente

EPS terminal req.

$105.77

Spread vs growth

-12.7%

5Y implied EPS CAGR

25.0%

exigente

EPS terminal req.

$127.98

Spread vs growth

-1.6%

10Y implied EPS CAGR

17.2%

exigente

EPS terminal req.

$206.12

Spread vs growth

6.1%

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 +89.3%

Total return

+89.3%

Start / end P/E

18.7x → 28.4x

EPS bridge

34.02 → 41.98

Residual

+12.1%

EPS growth+23.4%
Multiple rerating+51.6%
Dividend+2.2%
Residual / FX / buybacks / cross-term+12.1%

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.