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8912.T$173.00-1.70%
Fair $173.00+0.0%

8912.T

Area Quest Inc.

Real Estate / Real Estate ServicesTokyo

$173.00

-3.00 (-1.70%)

Fairly Valued+0.0%Fair Value $173.00Fund rank 30/100 · Data gapFallback financials|
SA 42/C
F-Score: 5/9

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 30.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

42/100

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: 0unknown: 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.
Thesis & Journal · 8912.TLocal privado en este navegador · Area Quest 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

$2.7B

P/E

15.2x

↑

EV/EBITDA

8.8x

↓

ROE

8.1%

↑

Gross Margin

29.1%

↓

Debt/Equity

0.45

↓
52-Week Range$173
$149$281

TradingView lightweight chart

8912.T price, volumen y niveles de valoración

Último $173.00Periodo -45.5%
Fair value: $173.00

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

+4.3%

FCF CAGR

+95.3%

FCF margin

3.4%

FCF / Net income

0.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.48B · net income $112.5M · FCF $84.0M

2022-FY → 2025-FY

Gross margin

29.1%+1.9% pts

Operating margin

11.8%+3.6% pts

Net margin

4.5%-0.2% pts

FCF margin

3.4%+2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.48B$2.48B$2.33B$2.32B$2.18B
Net Income$112.5M$112.5M$134.9M$114.8M$103.6M
EBITDA$340.8M$340.8M$358.8M$302.2M$302.0M
EPS7.007.007.776.045.14
Gross Margin29.1%29.1%27.5%29.0%27.2%
Operating Margin11.8%11.8%4.9%10.0%8.1%
Net Margin4.5%4.5%5.8%4.9%4.7%
Balance Sheet
Debt/Equity0.450.450.430.350.37
Current Ratio0.610.61———
Cash Flow
Free Cash Flow$84.0M$84.0M$45.0M$198.4M$11.3M
Returns
ROE8.1%8.1%8.3%7.1%6.2%
Valuation
P/E15.2015.2019.1816.5618.09
EV/EBITDA8.768.767.296.826.94
P/B2.002.001.571.171.13
Growth & Yield
Revenue Growth6.3%6.3%0.4%6.3%—
EPS Growth-9.9%-9.9%28.6%17.5%—
Dividend Yield2.3%2.3%———

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

29.9%

muy exigente

EPS terminal req.

$15.35

Spread vs growth

-39.8%

5Y implied EPS CAGR

21.6%

exigente

EPS terminal req.

$18.57

Spread vs growth

-31.5%

10Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$29.91

Spread vs growth

-25.5%

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 -2.1%

Total return

-2.1%

Start / end P/E

23.3x → 24.7x

EPS bridge

7.77 → 7.00

Residual

-0.6%

EPS growth-9.9%
Multiple rerating+6.1%
Dividend+2.3%
Residual / FX / buybacks / cross-term-0.6%

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.