StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
9252.T$3580.00+0.85%
Fair $3580.00+0.0%

9252.T

Last One Mile Co.,Ltd.

Industrials / Specialty Business ServicesTokyo

$3580.00

+30.00 (+0.85%)

Fairly Valued+0.0%Fair Value $3580.00Fund rank 33/100 · Data gapFallback financials|
SA 32/D
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 $1.3B · quality 62.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

32/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 0unknown: 5
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 · 9252.TLocal privado en este navegador · Last One Mile 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

$9.8B

P/E

9.8x

↓

EV/EBITDA

7.0x

↓

ROE

15.5%

↑

Gross Margin

71.1%

↑

Debt/Equity

0.92

↑
52-Week Range$3580
$3195$4760

TradingView lightweight chart

9252.T price, volumen y niveles de valoración

Último $3,580Periodo +3.6%
Fair value: $3,580

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+16.9%

FCF CAGR

+45.7%

FCF margin

8.5%

FCF / Net income

1.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.51B · net income $674.0M · FCF $1.32B

2021-FY → 2025-FY

Gross margin

71.1%+8.1% pts

Operating margin

7.4%+4.8% pts

Net margin

4.3%+2.4% pts

FCF margin

8.5%+5.0% pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$15.51B$15.51B$11.77B$11.77B—$8.32B
Net Income$674.0M$674.0M$825.4M$825.4M—$159.2M
EBITDA$1.56B$1.56B$1.18B$1.10B—$313.1M
EPS252.16252.16349.49324.42—69.64
Gross Margin71.1%71.1%66.0%66.0%—62.9%
Operating Margin7.4%7.4%8.0%8.0%—2.6%
Net Margin4.3%4.3%7.0%7.0%—1.9%
Balance Sheet
Debt/Equity0.920.921.210.971.36—
Current Ratio1.411.41————
Cash Flow
Free Cash Flow$1.32B$1.32B$1.55B$426.6M—$294.0M
Returns
ROE15.5%15.5%24.6%56.9%——
Valuation
P/E9.789.7810.2312.98—26.68
EV/EBITDA7.027.029.019.85—13.57
P/B2.292.292.727.392.13—
Growth & Yield
Revenue Growth31.8%31.8%0.0%———
EPS Growth-27.8%-27.8%7.7%———
Dividend Yield0.9%0.9%————

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

8.0%

razonable

EPS terminal req.

$317.67

Spread vs growth

-35.9%

5Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$384.38

Spread vs growth

-36.6%

10Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$619.04

Spread vs growth

-37.2%

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

10.7x → 14.2x

EPS bridge

349.49 → 252.16

Residual

-9.1%

EPS growth-27.8%
Multiple rerating+32.5%
Dividend+0.9%
Residual / FX / buybacks / cross-term-9.1%

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.