StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
8958.T$109900.00-0.36%
Fair $109900.00+0.0%

8958.T

Global One Real Estate Investment Corp.

Real Estate / REIT - OfficeTokyo

$109900.00

-400.00 (-0.36%)

Fairly Valued+0.0%Fair Value $109900.00Fund rank 29/100 · Data gapFallback financials|
SA 32/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 24.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

32/100

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 · 8958.TLocal privado en este navegador · Global One Real Estate Investment Corp.
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

$106.9B

P/E

12.5x

↑

EV/EBITDA

16.4x

↑

ROE

8.4%

↑

Gross Margin

68.6%

↑

Debt/Equity

0.88

↑
52-Week Range$109900
$110100$150000

TradingView lightweight chart

8958.T price, volumen y niveles de valoración

Último $111,600Periodo -3.5%
Fair value: $109,900

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

+11.1%

FCF CAGR

+31.3%

FCF margin

71.9%

FCF / Net income

1.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.57B · net income $8.43B · FCF $11.19B

2022-FY → 2025-FY

Gross margin

68.6%+12.1% pts

Operating margin

59.5%+12.6% pts

Net margin

54.1%+14.1% pts

FCF margin

71.9%+28.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.57B$15.57B$13.65B$13.90B$11.35B
Net Income$8.43B$8.43B$6.18B$6.28B$4.55B
EBITDA$10.82B$10.82B$8.64B$8.77B$6.88B
EPS8562.468562.466092.956214.334774.51
Gross Margin68.6%68.6%61.3%60.5%56.6%
Operating Margin59.5%59.5%51.4%51.2%46.9%
Net Margin54.1%54.1%45.3%45.2%40.1%
Balance Sheet
Debt/Equity0.880.880.911.020.99
Current Ratio0.760.76———
Cash Flow
Free Cash Flow$11.19B$11.19B$32.05B$-14.83B$4.95B
Returns
ROE8.4%8.4%6.1%6.0%4.8%
Valuation
P/E12.5012.5016.6618.0722.93
EV/EBITDA16.3616.3622.2924.2727.78
P/B1.071.071.001.091.09
Growth & Yield
Revenue Growth14.1%14.1%-1.8%22.5%—
EPS Growth40.5%40.5%-2.0%30.2%—
Dividend Yield6.2%6.2%———

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

4.4%

fácil

EPS terminal req.

$9751.79

Spread vs growth

36.1%

5Y implied EPS CAGR

6.6%

razonable

EPS terminal req.

$11799.67

Spread vs growth

33.9%

10Y implied EPS CAGR

8.3%

razonable

EPS terminal req.

$19003.49

Spread vs growth

32.2%

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 -2.7%

Total return

-2.7%

Start / end P/E

20.1x → 13.0x

EPS bridge

6092.95 → 8562.46

Residual

-14.3%

EPS growth+40.5%
Multiple rerating-35.2%
Dividend+6.2%
Residual / FX / buybacks / cross-term-14.3%

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.