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v0.1
8934.T$2215.00-2.25%
Fair $2215.00+0.0%

8934.T

Sun Frontier Fudousan Co., Ltd.

Real Estate / Real Estate ServicesTokyo

$2215.00

-51.00 (-2.25%)

Fairly Valued+0.0%Fair Value $2215.00Fund rank 24/100 · Data gapFallback financials|
SA 51/C
F-Score: 4/9

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 54.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

51/100

C

Piotroski

4/9

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 · 8934.TLocal privado en este navegador · Sun Frontier Fudousan 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

$126.7B

P/E

6.8x

↓

EV/EBITDA

6.4x

↓

ROE

13.9%

↑

Gross Margin

31.2%

↓

Debt/Equity

0.90

↑
52-Week Range$2215
$2004$2885

TradingView lightweight chart

8934.T price, volumen y niveles de valoración

Último $2,215Periodo -24.7%
Fair value: $2,215

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

+13.1%

FCF CAGR

—

FCF margin

-8.2%

FCF / Net income

-0.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $103.17B · net income $14.16B · FCF $-8.51B

2022-FY → 2025-FY

Gross margin

31.2%+4.1% pts

Operating margin

20.6%+3.6% pts

Net margin

13.7%+3.3% pts

FCF margin

-8.2%-20.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$103.17B$103.17B$79.87B$82.78B$71.25B
Net Income$14.16B$14.16B$11.92B$11.61B$7.42B
EBITDA$24.32B$24.32B$20.03B$17.25B$14.29B
EPS291.52291.52230.74238.76152.12
Gross Margin31.2%31.2%33.1%27.5%27.1%
Operating Margin20.6%20.6%22.0%18.0%17.0%
Net Margin13.7%13.7%14.9%14.0%10.4%
Balance Sheet
Debt/Equity0.900.900.880.690.72
Current Ratio7.357.35———
Cash Flow
Free Cash Flow$-8.51B$-8.51B$-13.73B$8.70B$8.91B
Returns
ROE13.9%13.9%13.2%14.4%10.4%
Valuation
P/E6.766.768.285.246.87
EV/EBITDA6.386.386.514.315.04
P/B1.051.051.090.750.71
Growth & Yield
Revenue Growth29.2%29.2%-3.5%16.2%—
EPS Growth26.3%26.3%-3.4%57.0%—
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

-12.3%

fácil

EPS terminal req.

$196.54

Spread vs growth

38.7%

5Y implied EPS CAGR

-4.0%

fácil

EPS terminal req.

$237.82

Spread vs growth

30.3%

10Y implied EPS CAGR

2.8%

fácil

EPS terminal req.

$383.01

Spread vs growth

23.6%

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 +10.7%

Total return

+10.7%

Start / end P/E

9.0x → 7.6x

EPS bridge

230.74 → 291.52

Residual

-4.0%

EPS growth+26.3%
Multiple rerating-15.1%
Dividend+3.5%
Residual / FX / buybacks / cross-term-4.0%

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.