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9324.T$2204.00-0.23%
Fair $2204.00+0.0%

9324.T

Yasuda Logistics Corporation

Industrials / Specialty Business ServicesTokyo

$2204.00

-5.00 (-0.23%)

Fairly Valued+0.0%Fair Value $2204.00Fund rank 23/100 · Data gapFallback financials|
SA 43/C
F-Score: 8/9
Low Profitability

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 16%

FCF escenarios

weak_data · normalized FCF $9.0M · quality 33.7/100

Data gap 23/100
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

43/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 3.0%, below the 5% threshold
Thesis & Journal · 9324.TLocal privado en este navegador · Yasuda Logistics Corporation
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

$63.5B

P/E

9.5x

↓

EV/EBITDA

11.8x

↑

ROE

3.0%

↓

Gross Margin

12.7%

↓

Debt/Equity

0.80

↑
52-Week Range$2204
$1778$2667

TradingView lightweight chart

9324.T price, volumen y niveles de valoración

Último $2,204Periodo +548.2%
Fair value: $2,204

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

+12.3%

FCF CAGR

—

FCF margin

9.4%

FCF / Net income

2.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $75.11B · net income $2.80B · FCF $7.04B

2022-FY → 2025-FY

Gross margin

12.7%+0.7% pts

Operating margin

4.7%-0.8% pts

Net margin

3.7%-1.7% pts

FCF margin

9.4%+12.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$75.11B$75.11B$67.38B$59.75B$53.04B
Net Income$2.80B$2.80B$2.31B$2.25B$2.87B
EBITDA$10.03B$10.03B$8.60B$7.75B$8.01B
EPS96.7696.7679.6377.5499.24
Gross Margin12.7%12.7%11.9%11.2%12.1%
Operating Margin4.7%4.7%3.9%4.2%5.5%
Net Margin3.7%3.7%3.4%3.8%5.4%
Balance Sheet
Debt/Equity0.800.800.820.770.75
Current Ratio1.901.90———
Cash Flow
Free Cash Flow$7.04B$7.04B$-6.79B$9.0M$-1.51B
Returns
ROE3.0%3.0%2.5%2.9%3.9%
Valuation
P/E9.489.4816.3013.099.69
EV/EBITDA11.7911.7911.319.498.21
P/B0.680.680.400.380.37
Growth & Yield
Revenue Growth11.5%11.5%12.8%12.7%—
EPS Growth21.5%21.5%2.7%-21.9%—
Dividend Yield3.4%3.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

26.4%

muy exigente

EPS terminal req.

$195.57

Spread vs growth

-4.9%

5Y implied EPS CAGR

19.6%

exigente

EPS terminal req.

$236.64

Spread vs growth

1.9%

10Y implied EPS CAGR

14.7%

razonable

EPS terminal req.

$381.11

Spread vs growth

6.8%

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 +23.1%

Total return

+23.1%

Start / end P/E

23.1x → 22.8x

EPS bridge

79.63 → 96.76

Residual

-0.3%

EPS growth+21.5%
Multiple rerating-1.5%
Dividend+3.4%
Residual / FX / buybacks / cross-term-0.3%

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.