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8957.T$178000.00-1.89%
Fair $178000.00+0.0%

8957.T

Tokyu REIT, Inc.

Real Estate / REIT - DiversifiedTokyo

$178000.00

-3500.00 (-1.89%)

Fairly Valued+0.0%Fair Value $178000.00Fund rank 28/100 · Data gapFallback financials|
SA 25/D
F-Score: 8/9

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 34.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

25/100

D

Piotroski

8/9

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 · 8957.TLocal privado en este navegador · Tokyu REIT, 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

$171.1B

P/E

17.1x

↑

EV/EBITDA

22.0x

↑

ROE

7.8%

↑

Gross Margin

63.3%

↑

Debt/Equity

0.86

↑
52-Week Range$178000
$181700$215200

TradingView lightweight chart

8957.T price, volumen y niveles de valoración

Último $182,000Periodo +20.4%
Fair value: $178,000

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

-1.3%

FCF CAGR

-8.7%

FCF margin

92.2%

FCF / Net income

1.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.55B · net income $9.59B · FCF $18.02B

2022-FY → 2025-FY

Gross margin

63.3%-6.2% pts

Operating margin

53.8%-6.3% pts

Net margin

49.1%-7.1% pts

FCF margin

92.2%-24.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.55B$19.55B$18.63B$20.25B$20.31B
Net Income$9.59B$9.59B$9.16B$11.15B$11.41B
EBITDA$12.44B$12.44B$11.88B$13.73B$13.94B
EPS9891.259891.259370.7511400.7311672.32
Gross Margin63.3%63.3%63.3%68.5%69.5%
Operating Margin53.8%53.8%53.8%59.3%60.1%
Net Margin49.1%49.1%49.2%55.0%56.2%
Balance Sheet
Debt/Equity0.860.860.890.850.78
Current Ratio0.660.66———
Cash Flow
Free Cash Flow$18.02B$18.02B$-4.15B$-1.87B$23.68B
Returns
ROE7.8%7.8%7.3%9.1%9.5%
Valuation
P/E17.1017.1015.8616.1716.68
EV/EBITDA22.0222.0221.5320.3220.10
P/B1.381.381.171.471.59
Growth & Yield
Revenue Growth4.9%4.9%-8.0%-0.3%—
EPS Growth5.6%5.6%-17.8%-2.3%—
Dividend Yield4.4%4.4%———

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

16.9%

exigente

EPS terminal req.

$15794.53

Spread vs growth

-11.3%

5Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$19111.39

Spread vs growth

-8.5%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$30779.08

Spread vs growth

-6.5%

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 +2.9%

Total return

+2.9%

Start / end P/E

19.7x → 18.4x

EPS bridge

9370.75 → 9891.25

Residual

-0.4%

EPS growth+5.6%
Multiple rerating-6.7%
Dividend+4.4%
Residual / FX / buybacks / cross-term-0.4%

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.