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8766.T$7046.00-0.04%
Fair $7046.00+0.0%

8766.T

Tokio Marine Holdings, Inc.

Financial Services / Insurance - Property & CasualtyTokyo

$7046.00

-3.00 (-0.04%)

Fairly Valued+0.0%Fair Value $7046.00Fund rank 40/100 · Data gapFallback financials|
SA 53/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 48.0/100

Data gap 40/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 92/100Data 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

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 · 8766.TLocal privado en este navegador · Tokio Marine 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

$13.55T

P/E

13.7x

↑

EV/EBITDA

N/A

•

ROE

20.8%

↑

Gross Margin

N/A

•

Debt/Equity

0.04

↓
52-Week Range$7046
$5300$8038

TradingView lightweight chart

8766.T price, volumen y niveles de valoración

Último $7,108Periodo +1301731.5%
Fair value: $7,046

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

+9.7%

FCF CAGR

+7.1%

FCF margin

17.4%

FCF / Net income

1.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.58T · net income $1.06T · FCF $1.32T

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

13.9%+6.6% pts

FCF margin

17.4%-1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7584.17B$7584.17B$7080.31B$6314.11B$5751.64B
Net Income$1055.28B$1055.28B$695.81B$374.61B$420.48B
EPS542.16542.16351.59186.41204.42
Net Margin13.9%13.9%9.8%5.9%7.3%
Balance Sheet
Debt/Equity0.040.040.040.060.05
Current Ratio0.850.85———
Cash Flow
Free Cash Flow$1318.93B$1318.93B$1051.40B$982.83B$1073.19B
Returns
ROE20.8%20.8%13.4%10.5%10.5%
Valuation
P/E13.6713.6713.5413.7110.75
P/B2.702.701.821.431.12
Growth & Yield
Revenue Growth7.1%7.1%12.1%9.8%—
EPS Growth54.2%54.2%88.6%-8.8%—
Dividend Yield3.5%3.5%———

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

4.9%

fácil

EPS terminal req.

$625.22

Spread vs growth

49.3%

5Y implied EPS CAGR

6.9%

razonable

EPS terminal req.

$756.51

Spread vs growth

47.3%

10Y implied EPS CAGR

8.4%

razonable

EPS terminal req.

$1218.37

Spread vs growth

45.8%

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 +26.0%

Total return

+26.0%

Start / end P/E

16.5x → 13.1x

EPS bridge

351.59 → 542.16

Residual

-11.1%

EPS growth+54.2%
Multiple rerating-20.5%
Dividend+3.5%
Residual / FX / buybacks / cross-term-11.1%

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.