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9057.T$3265.00+0.15%
Fair $3265.00+0.0%

9057.T

Enshu Truck Co.,Ltd.

Industrials / TruckingTokyo

$3265.00

+5.00 (+0.15%)

Fairly Valued+0.0%Fair Value $3265.00Fund rank 25/100 · Data gapFallback financials|
SA 48/C
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-84.0M · quality 41.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

48/100

C

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 9057.TLocal privado en este navegador · Enshu Truck 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

$24.4B

P/E

10.8x

↓

EV/EBITDA

5.8x

↓

ROE

10.3%

↑

Gross Margin

9.2%

↓

Debt/Equity

0.41

↑
52-Week Range$3265
$2700$3880

TradingView lightweight chart

9057.T price, volumen y niveles de valoración

Último $3,265Periodo +262.8%
Fair value: $3,265

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

+4.4%

FCF CAGR

+135.5%

FCF margin

7.3%

FCF / Net income

1.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $48.63B · net income $2.39B · FCF $3.54B

2022-FY → 2025-FY

Gross margin

9.2%-0.6% pts

Operating margin

6.7%-0.9% pts

Net margin

4.9%-0.6% pts

FCF margin

7.3%+6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$48.63B$48.63B$46.94B$44.81B$42.75B
Net Income$2.39B$2.39B$2.04B$2.28B$2.34B
EBITDA$4.61B$4.61B$3.69B$4.03B$4.07B
EPS319.96319.96274.00306.08313.95
Gross Margin9.2%9.2%8.1%9.5%9.8%
Operating Margin6.7%6.7%5.6%7.1%7.5%
Net Margin4.9%4.9%4.4%5.1%5.5%
Balance Sheet
Debt/Equity0.410.410.520.370.35
Current Ratio1.601.60———
Cash Flow
Free Cash Flow$3.54B$3.54B$-2.82B$-84.0M$271.0M
Returns
ROE10.3%10.3%9.5%11.3%12.6%
Valuation
P/E10.8110.819.287.957.04
EV/EBITDA5.765.766.625.004.46
P/B1.051.050.880.900.89
Growth & Yield
Revenue Growth3.6%3.6%4.7%4.8%—
EPS Growth16.8%16.8%-10.5%-2.5%—
Dividend Yield2.9%2.9%———

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

-3.3%

fácil

EPS terminal req.

$289.71

Spread vs growth

20.0%

5Y implied EPS CAGR

1.8%

fácil

EPS terminal req.

$350.55

Spread vs growth

14.9%

10Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$564.57

Spread vs growth

10.9%

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 +17.6%

Total return

+17.6%

Start / end P/E

10.4x → 10.2x

EPS bridge

274.00 → 319.96

Residual

-0.3%

EPS growth+16.8%
Multiple rerating-1.8%
Dividend+2.9%
Residual / FX / buybacks / cross-term-0.3%

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.