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9166.T$605.00+0.67%
Fair $605.00+0.0%

9166.T

GENDA Inc.

Consumer Cyclical / LeisureTokyo

$605.00

+4.00 (+0.67%)

Fairly Valued+0.0%Fair Value $605.00Fund rank 20/100 · Data gapFallback financials|
SA 41/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 $-4.0B · 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 12/100Data 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

41/100

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 · 9166.TLocal privado en este navegador · GENDA 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

$111.0B

P/E

28.5x

↑

EV/EBITDA

8.9x

↓

ROE

5.9%

↑

Gross Margin

23.0%

↓

Debt/Equity

1.63

↑
52-Week Range$605
$455$985

TradingView lightweight chart

9166.T price, volumen y niveles de valoración

Último $605.00Periodo +18.8%
Fair value: $605.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+54.7%

FCF CAGR

—

FCF margin

-7.6%

FCF / Net income

-3.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $170.79B · net income $3.83B · FCF $-12.96B

2023-FY → 2026-FY

Gross margin

23.0%-0.6% pts

Operating margin

4.5%-4.7% pts

Net margin

2.2%-5.3% pts

FCF margin

-7.6%-12.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$170.79B$170.79B$111.78B$55.70B$46.09B
Net Income$3.83B$3.83B$3.25B$4.18B$3.49B
EBITDA$20.69B$20.69B$13.61B$7.34B$5.42B
EPS21.2821.2820.8314.6127.49
Gross Margin23.0%23.0%22.7%23.3%23.6%
Operating Margin4.5%4.5%7.1%9.6%9.2%
Net Margin2.2%2.2%2.9%7.5%7.6%
Balance Sheet
Debt/Equity1.631.631.450.960.97
Current Ratio0.700.70———
Cash Flow
Free Cash Flow$-12.96B$-12.96B$-4.01B$2.47B$2.46B
Returns
ROE5.9%5.9%9.2%21.5%31.1%
Valuation
P/E28.4828.4870.8159.46—
EV/EBITDA8.868.8618.8632.15—
P/B1.671.676.5211.82—
Growth & Yield
Revenue Growth52.8%52.8%100.7%20.8%—
EPS Growth2.2%2.2%42.6%-46.9%—
Dividend Yield1.3%1.3%———

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

36.1%

muy exigente

EPS terminal req.

$53.68

Spread vs growth

-34.0%

5Y implied EPS CAGR

25.0%

muy exigente

EPS terminal req.

$64.96

Spread vs growth

-22.8%

10Y implied EPS CAGR

17.3%

exigente

EPS terminal req.

$104.61

Spread vs growth

-15.1%

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 -35.3%

Total return

-35.3%

Start / end P/E

45.8x → 28.4x

EPS bridge

20.83 → 21.28

Residual

-0.8%

EPS growth+2.2%
Multiple rerating-37.9%
Dividend+1.3%
Residual / FX / buybacks / cross-term-0.8%

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.