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9163.T$2115.00-1.40%
Fair $2115.00+0.0%

9163.T

Nareru Group Inc.

Industrials / Engineering & ConstructionTokyo

$2115.00

-30.00 (-1.40%)

Fairly Valued+0.0%Fair Value $2115.00Fund rank 37/100 · Data gapFallback financials|
SA 46/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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.3B · quality 80.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data 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

46/100

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 · 9163.TLocal privado en este navegador · Nareru Group 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

$18.5B

P/E

8.9x

↓

EV/EBITDA

6.2x

↓

ROE

14.4%

↑

Gross Margin

25.8%

↑

Debt/Equity

0.39

↑
52-Week Range$2115
$2113$2529

TradingView lightweight chart

9163.T price, volumen y niveles de valoración

Último $2,115Periodo -19.2%
Fair value: $2,115

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

+18.4%

FCF CAGR

+14.2%

FCF margin

9.1%

FCF / Net income

1.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.16B · net income $2.09B · FCF $2.20B

2022-FY → 2025-FY

Gross margin

25.8%-3.3% pts

Operating margin

11.7%-2.3% pts

Net margin

8.6%+0.1% pts

FCF margin

9.1%-1.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$24.16B$24.16B$21.61B$17.99B$14.54B
Net Income$2.09B$2.09B$2.19B$1.74B$1.24B
EBITDA$3.12B$3.12B$3.37B$2.77B$2.28B
EPS——250.54203.61150.58
Gross Margin25.8%25.8%27.5%28.7%29.1%
Operating Margin11.7%11.7%14.4%13.7%14.0%
Net Margin8.6%8.6%10.1%9.7%8.5%
Balance Sheet
Debt/Equity0.390.390.460.540.73
Current Ratio1.191.19———
Cash Flow
Free Cash Flow$2.20B$2.20B$2.29B$2.26B$1.48B
Returns
ROE14.4%14.4%16.3%14.3%12.5%
Valuation
P/E8.918.919.0811.04—
EV/EBITDA6.196.196.377.85—
P/B1.281.281.481.58—
Growth & Yield
Revenue Growth11.8%11.8%20.1%23.8%—
EPS Growth——23.0%35.2%—
Dividend Yield5.4%5.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -3.5%

Total return

-3.5%

Start / end P/E

n/dx → n/dx

EPS bridge

250.54 → n/d

Residual

-8.9%

EPS growthn/d
Multiple reratingn/d
Dividend+5.4%
Residual / FX / buybacks / cross-term-8.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.