StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
8892.T$1077.00-2.00%
Fair $1077.00+0.0%

8892.T

ES-CON JAPAN Ltd.

Real Estate / Real Estate - DevelopmentTokyo

$1077.00

-22.00 (-2.00%)

Fairly Valued+0.0%Fair Value $1077.00Fund rank 17/100 · Data gapFallback financials|
SA 33/D
F-Score: 2/9
High Debt

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 49.0/100

Data gap 17/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

33/100

D

Piotroski

2/9

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Debt-to-Equity ratio is 4.25, above the 2.0 threshold
Thesis & Journal · 8892.TLocal privado en este navegador · ES-CON JAPAN 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

$103.3B

P/E

8.6x

↓

EV/EBITDA

16.7x

↑

ROE

14.1%

↑

Gross Margin

32.1%

↓

Debt/Equity

4.25

↑
52-Week Range$1077
$963$1267

TradingView lightweight chart

8892.T price, volumen y niveles de valoración

Último $1,077Periodo +334325.3%
Fair value: $1,077

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+9.5%

FCF CAGR

—

FCF margin

-21.8%

FCF / Net income

-2.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $113.60B · net income $11.19B · FCF $-24.77B

2021-FY → 2025-FY

Gross margin

32.1%+6.0% pts

Operating margin

18.8%+5.6% pts

Net margin

9.9%+2.3% pts

FCF margin

-21.8%-8.1% pts
MetricTTM
2025
2023
2022
2021
Income Statement
Revenue$113.60B$113.60B$103.25B$99.43B$79.02B
Net Income$11.19B$11.19B$9.83B$7.25B$5.96B
EBITDA$23.53B$23.53B$19.18B$13.96B$11.51B
EPS——102.9675.8967.30
Gross Margin32.1%32.1%29.0%26.8%26.1%
Operating Margin18.8%18.8%16.3%15.6%13.1%
Net Margin9.9%9.9%9.5%7.3%7.5%
Balance Sheet
Debt/Equity4.254.253.642.572.60
Current Ratio4.054.05———
Cash Flow
Free Cash Flow$-24.77B$-24.77B$-49.24B$1.50B$-10.81B
Returns
ROE14.1%14.1%13.6%11.0%9.5%
Valuation
P/E8.648.649.3110.1311.52
EV/EBITDA16.6916.6916.5114.8117.21
P/B1.301.301.271.111.09
Growth & Yield
Revenue Growth10.0%10.0%3.8%25.8%—
EPS Growth——35.7%12.8%—
Dividend Yield4.9%4.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +13.2%

Total return

+13.2%

Start / end P/E

n/dx → n/dx

EPS bridge

102.96 → n/d

Residual

+8.2%

EPS growthn/d
Multiple reratingn/d
Dividend+4.9%
Residual / FX / buybacks / cross-term+8.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.