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v0.1
8904.T$809.00-0.86%
Fair $809.00+0.0%

8904.T

Avantia Co., Ltd.

Consumer Cyclical / Residential ConstructionTokyo

$809.00

-7.00 (-0.86%)

Fairly Valued+0.0%Fair Value $809.00Fund rank 20/100 · Data gapFallback financials|
SA 36/D
F-Score: 5/9
Low Profitability

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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $921.9M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

36/100

D

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); composite fair value and forward targets are disabled until manually verified. ROE is 2.3%, below the 5% threshold
Thesis & Journal · 8904.TLocal privado en este navegador · Avantia Co., 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

$11.7B

P/E

8.8x

↓

EV/EBITDA

16.6x

↑

ROE

2.3%

↓

Gross Margin

13.2%

↓

Debt/Equity

1.33

↑
52-Week Range$809
$774$897

TradingView lightweight chart

8904.T price, volumen y niveles de valoración

Último $809.00Periodo +33.2%
Fair value: $809.00

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

+5.6%

FCF CAGR

—

FCF margin

1.3%

FCF / Net income

1.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $69.27B · net income $639.4M · FCF $921.9M

2022-FY → 2025-FY

Gross margin

13.2%-2.0% pts

Operating margin

1.9%-2.1% pts

Net margin

0.9%-2.3% pts

FCF margin

1.3%+11.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$69.27B$69.27B$71.02B$58.16B$58.75B
Net Income$639.4M$639.4M$589.1M$1.23B$1.87B
EBITDA$1.84B$1.84B$1.55B$2.43B$2.94B
EPS44.3944.39—86.43131.21
Gross Margin13.2%13.2%11.9%15.1%15.1%
Operating Margin1.9%1.9%1.3%3.3%4.0%
Net Margin0.9%0.9%0.8%2.1%3.2%
Balance Sheet
Debt/Equity1.331.331.211.311.02
Current Ratio2.092.09———
Cash Flow
Free Cash Flow$921.9M$921.9M$3.62B$-4.23B$-6.19B
Returns
ROE2.3%2.3%2.1%4.5%7.0%
Valuation
P/E8.788.78—10.246.10
EV/EBITDA16.6316.6319.6814.748.53
P/B0.420.420.400.460.42
Growth & Yield
Revenue Growth-2.5%-2.5%22.1%-1.0%—
EPS Growth———-34.1%—
Dividend Yield4.7%4.7%———

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

17.4%

exigente

EPS terminal req.

$71.79

Spread vs growth

-19.8%

5Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$86.86

Spread vs growth

-16.8%

10Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$139.89

Spread vs growth

-14.6%

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 +8.9%

Total return

+8.9%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 44.39

Residual

+4.3%

EPS growthn/d
Multiple reratingn/d
Dividend+4.7%
Residual / FX / buybacks / cross-term+4.3%

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.