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9158.T$799.00+0.25%
Fair $799.00+0.0%

9158.T

CUC Inc.

Healthcare / Medical Care FacilitiesTokyo

$799.00

+2.00 (+0.25%)

Fairly Valued+0.0%Fair Value $799.00Fund rank 20/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9

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 14%

FCF escenarios

weak_data · normalized FCF $-3.1B · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

40/100

C

Piotroski

5/9

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 · 9158.TLocal privado en este navegador · CUC 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

$23.4B

P/E

8.2x

↓

EV/EBITDA

6.6x

↓

ROE

10.5%

↑

Gross Margin

49.3%

↑

Debt/Equity

1.47

↑
52-Week Range$799
$686$1316

TradingView lightweight chart

9158.T price, volumen y niveles de valoración

Último $816.00Periodo -82.3%
Fair value: $799.00

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

+10.0%

FCF CAGR

—

FCF margin

-6.6%

FCF / Net income

-0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $47.04B · net income $3.13B · FCF $-3.08B

2022-FY → 2025-FY

Gross margin

49.3%+8.9% pts

Operating margin

11.4%+0.9% pts

Net margin

6.7%-1.0% pts

FCF margin

-6.6%-22.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$47.04B$47.04B$33.02B$35.21B$35.31B
Net Income$3.13B$3.13B$2.60B$2.42B$2.71B
EBITDA$9.04B$9.04B$6.23B$4.95B$4.79B
EPS106.81106.8193.99113.91129.71
Gross Margin49.3%49.3%48.2%39.1%40.3%
Operating Margin11.4%11.4%11.3%10.5%10.4%
Net Margin6.7%6.7%7.9%6.9%7.7%
Balance Sheet
Debt/Equity1.471.470.981.831.58
Current Ratio2.032.03———
Cash Flow
Free Cash Flow$-3.08B$-3.08B$-747.0M$-3.23B$5.77B
Returns
ROE10.5%10.5%9.5%20.7%28.6%
Valuation
P/E8.218.2127.45——
EV/EBITDA6.576.5714.40——
P/B0.790.792.61——
Growth & Yield
Revenue Growth42.4%42.4%-6.2%-0.3%—
EPS Growth13.6%13.6%-17.5%-12.2%—

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

-12.8%

fácil

EPS terminal req.

$70.90

Spread vs growth

26.4%

5Y implied EPS CAGR

-4.3%

fácil

EPS terminal req.

$85.79

Spread vs growth

17.9%

10Y implied EPS CAGR

2.6%

fácil

EPS terminal req.

$138.16

Spread vs growth

11.0%

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 -21.0%

Total return

-21.0%

Start / end P/E

11.0x → 7.6x

EPS bridge

93.99 → 106.81

Residual

-4.2%

EPS growth+13.6%
Multiple rerating-30.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-4.2%

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.