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8927.T$421.00+0.24%
Fair $421.00+0.0%

8927.T

Meiho Enterprise Co., Ltd.

Real Estate / Real Estate - DiversifiedTokyo

$421.00

+1.00 (+0.24%)

Fairly Valued+0.0%Fair Value $421.00Fund rank 19/100 · Data gapFallback financials|
SA 53/C
F-Score: 7/9

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 58.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

7/9

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 · 8927.TLocal privado en este navegador · Meiho Enterprise 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

$12.9B

P/E

5.5x

↓

EV/EBITDA

6.9x

↓

ROE

19.9%

↑

Gross Margin

19.1%

↓

Debt/Equity

1.67

↑
52-Week Range$421
$344$587

TradingView lightweight chart

8927.T price, volumen y niveles de valoración

Último $421.00Periodo -90.9%
Fair value: $421.00

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

+38.7%

FCF CAGR

—

FCF margin

9.5%

FCF / Net income

1.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $29.80B · net income $1.89B · FCF $2.83B

2022-FY → 2025-FY

Gross margin

19.1%-1.2% pts

Operating margin

11.3%+1.3% pts

Net margin

6.4%+0.6% pts

FCF margin

9.5%+27.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$29.80B$29.80B$20.56B$15.25B$11.16B
Net Income$1.89B$1.89B$1.38B$637.9M$640.2M
EBITDA$3.39B$3.39B$2.34B$1.30B$1.10B
EPS64.2164.2146.6423.7327.11
Gross Margin19.1%19.1%22.1%20.2%20.3%
Operating Margin11.3%11.3%11.4%8.6%10.0%
Net Margin6.4%6.4%6.7%4.2%5.7%
Balance Sheet
Debt/Equity1.671.672.121.841.29
Current Ratio2.282.28———
Cash Flow
Free Cash Flow$2.83B$2.83B$-4.62B$-5.69B$-1.96B
Returns
ROE19.9%19.9%17.2%9.1%11.6%
Valuation
P/E5.475.476.659.196.79
EV/EBITDA6.866.869.8211.617.21
P/B1.301.301.140.840.79
Growth & Yield
Revenue Growth44.9%44.9%34.9%36.6%—
EPS Growth37.7%37.7%96.5%-12.5%—
Dividend Yield3.1%3.1%———

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

-16.5%

fácil

EPS terminal req.

$37.36

Spread vs growth

54.2%

5Y implied EPS CAGR

-6.8%

fácil

EPS terminal req.

$45.20

Spread vs growth

44.5%

10Y implied EPS CAGR

1.3%

fácil

EPS terminal req.

$72.80

Spread vs growth

36.4%

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 +24.4%

Total return

+24.4%

Start / end P/E

7.4x → 6.6x

EPS bridge

46.64 → 64.21

Residual

-4.5%

EPS growth+37.7%
Multiple rerating-11.9%
Dividend+3.1%
Residual / FX / buybacks / cross-term-4.5%

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.