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9127.T$2885.00+0.42%
Fair $2885.00+0.0%

9127.T

Tamai Steamship Co., Ltd.

Industrials / Marine ShippingTokyo

$2885.00

+12.00 (+0.42%)

Fairly Valued+0.0%Fair Value $2885.00Fund rank 34/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9
Declining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $746.1M · quality 67.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

56/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 9127.TLocal privado en este navegador · Tamai Steamship 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

$4.4B

P/E

7.1x

↓

EV/EBITDA

0.8x

↓

ROE

22.6%

↑

Gross Margin

26.6%

↑

Debt/Equity

0.16

↓
52-Week Range$2885
$1818$4790

TradingView lightweight chart

9127.T price, volumen y niveles de valoración

Último $2,885Periodo +541.1%
Fair value: $2,885

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

-7.2%

FCF CAGR

-35.7%

FCF margin

13.8%

FCF / Net income

0.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.39B · net income $2.10B · FCF $746.1M

2022-FY → 2025-FY

Gross margin

26.6%-4.1% pts

Operating margin

16.5%-6.4% pts

Net margin

38.9%+21.2% pts

FCF margin

13.8%-27.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.39B$5.39B$6.22B$7.31B$6.73B
Net Income$2.10B$2.10B$731.6M$821.0M$1.19B
EBITDA$3.70B$3.70B$1.89B$2.06B$2.53B
EPS1085.861085.86379.00425.29616.71
Gross Margin26.6%26.6%23.0%25.7%30.7%
Operating Margin16.5%16.5%14.0%18.0%22.9%
Net Margin38.9%38.9%11.8%11.2%17.7%
Balance Sheet
Debt/Equity0.160.160.360.390.69
Current Ratio2.442.44———
Cash Flow
Free Cash Flow$746.1M$746.1M$919.9M$626.8M$2.81B
Returns
ROE22.6%22.6%10.0%12.7%20.8%
Valuation
P/E7.137.134.683.392.45
EV/EBITDA0.780.781.871.821.72
P/B0.600.600.470.430.51
Growth & Yield
Revenue Growth-13.4%-13.4%-14.9%8.5%—
EPS Growth186.5%186.5%-10.9%-31.0%—
Dividend Yield2.8%2.8%———

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

-38.2%

fácil

EPS terminal req.

$256.00

Spread vs growth

224.7%

5Y implied EPS CAGR

-22.2%

fácil

EPS terminal req.

$309.75

Spread vs growth

208.7%

10Y implied EPS CAGR

-7.5%

fácil

EPS terminal req.

$498.86

Spread vs growth

194.0%

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 +60.2%

Total return

+60.2%

Start / end P/E

4.8x → 2.7x

EPS bridge

379.00 → 1085.86

Residual

-84.0%

EPS growth+186.5%
Multiple rerating-45.1%
Dividend+2.8%
Residual / FX / buybacks / cross-term-84.0%

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.