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9257.T$800.00-0.37%
Fair $800.00+0.0%

9257.T

YCP Holdings (Global) Limited

Financial Services / Asset ManagementTokyo

$800.00

-3.00 (-0.37%)

Fairly Valued+0.0%Fair Value $800.00Fund rank 35/100 · Data gapFallback financials|
SA 58/C
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 52.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

58/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 9257.TLocal privado en este navegador · YCP Holdings (Global) Limited
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

$17.9B

P/E

941.6x

↑

EV/EBITDA

2812.1x

↑

ROE

21.1%

↑

Gross Margin

64.3%

↑

Debt/Equity

0.25

↓
52-Week Range$800
$592$888

TradingView lightweight chart

9257.T price, volumen y niveles de valoración

Último $800.00Periodo +23.1%
Fair value: $800.00

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

+5.7%

FCF CAGR

-27.0%

FCF margin

5.1%

FCF / Net income

0.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $86.3M · net income $18.9M · FCF $4.4M

2021-FY → 2024-FY

Gross margin

64.3%-7.7% pts

Operating margin

0.4%-10.3% pts

Net margin

21.9%+15.1% pts

FCF margin

5.1%-10.4% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$86.3M$86.3M$84.6M$85.6M$73.1M
Net Income$18.9M$18.9M$5.5M$10.4M$5.0M
EBITDA$6.3M$6.3M$12.6M$17.2M$12.5M
EPS0.850.850.250.520.31
Gross Margin64.3%64.3%67.1%70.5%72.0%
Operating Margin0.4%0.4%7.3%14.8%10.8%
Net Margin21.9%21.9%6.5%12.1%6.8%
Balance Sheet
Debt/Equity0.250.250.410.380.33
Cash Flow
Free Cash Flow$4.4M$4.4M$4.0M$9.9M$11.4M
Returns
ROE21.1%21.1%7.7%16.3%9.8%
Valuation
P/E941.62941.622499.021423.052486.31
EV/EBITDA2812.062812.061082.67859.49981.50
P/B198.78198.78193.07231.75242.80
Growth & Yield
Revenue Growth2.0%2.0%-1.1%17.0%—
EPS Growth234.4%234.4%-50.9%66.6%—
Dividend Yield1.7%1.7%———

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

337.2%

muy exigente

EPS terminal req.

$70.99

Spread vs growth

-102.8%

5Y implied EPS CAGR

151.7%

muy exigente

EPS terminal req.

$85.89

Spread vs growth

82.6%

10Y implied EPS CAGR

66.4%

muy exigente

EPS terminal req.

$138.33

Spread vs growth

167.9%

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 +27.7%

Total return

+27.7%

Start / end P/E

2499.0x → 941.6x

EPS bridge

0.25 → 0.85

Residual

-146.1%

EPS growth+234.4%
Multiple rerating-62.3%
Dividend+1.7%
Residual / FX / buybacks / cross-term-146.1%

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.