StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
9165.T$1768.00-3.18%
Fair $1768.00+0.0%

9165.T

Qualtec Co.,Ltd.

Industrials / Specialty Business ServicesTokyo

$1768.00

-58.00 (-3.18%)

Fairly Valued+0.0%Fair Value $1768.00Fund rank 35/100 · Data gapFallback financials|
SA 82/A
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $245.1M · quality 67.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

82/100

A

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: 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 · 9165.TLocal privado en este navegador · Qualtec 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

$4.2B

P/E

15.8x

↓

EV/EBITDA

3.5x

↓

ROE

8.6%

↑

Gross Margin

30.4%

↑

Debt/Equity

0.06

↓
52-Week Range$1768
$1235$2350

TradingView lightweight chart

9165.T price, volumen y niveles de valoración

Último $1,768Periodo -26.2%
Fair value: $1,768

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+34.9%

FCF CAGR

-6.5%

FCF margin

6.8%

FCF / Net income

0.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.62B · net income $270.0M · FCF $245.1M

2021-FY → 2024-FY

Gross margin

30.4%+6.7% pts

Operating margin

10.5%+6.6% pts

Net margin

7.5%+3.1% pts

FCF margin

6.8%-13.5% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$3.62B$3.62B$3.27B$3.16B$1.48B
Net Income$270.0M$270.0M$210.1M$327.5M$63.9M
EBITDA$693.2M$693.2M$621.8M$807.4M$273.9M
EPS115.79115.79100.04155.94—
Gross Margin30.4%30.4%26.5%27.8%23.8%
Operating Margin10.5%10.5%9.3%11.0%3.9%
Net Margin7.5%7.5%6.4%10.4%4.3%
Balance Sheet
Debt/Equity0.060.060.110.180.33
Current Ratio4.014.01———
Cash Flow
Free Cash Flow$245.1M$245.1M$15.2M$511.7M$299.8M
Returns
ROE8.6%8.6%8.8%14.6%3.3%
Valuation
P/E15.8515.85———
EV/EBITDA3.493.49———
P/B1.311.31———
Growth & Yield
Revenue Growth10.7%10.7%3.8%113.8%—
EPS Growth15.7%15.7%-35.8%——
Dividend Yield5.1%5.1%———

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

10.7%

razonable

EPS terminal req.

$156.88

Spread vs growth

5.1%

5Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$189.83

Spread vs growth

5.4%

10Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$305.72

Spread vs growth

5.6%

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 +46.6%

Total return

+46.6%

Start / end P/E

12.5x → 15.3x

EPS bridge

100.04 → 115.79

Residual

+3.5%

EPS growth+15.7%
Multiple rerating+22.2%
Dividend+5.1%
Residual / FX / buybacks / cross-term+3.5%

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.