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9365.T$1496.00+0.07%
Fair $1496.00+0.0%

9365.T

Tradia Corporation

Industrials / Marine ShippingTokyo

$1496.00

+1.00 (+0.07%)

Fairly Valued+0.0%Fair Value $1496.00Fund rank 25/100 · Data gapFallback financials|
SA 33/D
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 17%

FCF escenarios

weak_data · normalized FCF $195.8M · quality 39.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

33/100

D

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 · 9365.TLocal privado en este navegador · Tradia 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

$2.2B

P/E

6.1x

↓

EV/EBITDA

7.9x

↓

ROE

5.8%

↓

Gross Margin

6.2%

↓

Debt/Equity

0.83

↑
52-Week Range$1496
$1235$1700

TradingView lightweight chart

9365.T price, volumen y niveles de valoración

Último $1,496Periodo +49.6%
Fair value: $1,496

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

-3.3%

FCF CAGR

—

FCF margin

0.7%

FCF / Net income

0.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.65B · net income $267.6M · FCF $108.5M

2022-FY → 2025-FY

Gross margin

6.2%+0.6% pts

Operating margin

1.5%-0.1% pts

Net margin

1.6%-0.1% pts

FCF margin

0.7%+1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.65B$16.65B$15.01B$19.86B$18.39B
Net Income$267.6M$267.6M$326.7M$518.2M$306.6M
EBITDA$623.2M$623.2M$676.1M$993.6M$652.3M
EPS182.49182.49222.88353.95209.32
Gross Margin6.2%6.2%6.3%6.2%5.6%
Operating Margin1.5%1.5%1.3%2.2%1.6%
Net Margin1.6%1.6%2.2%2.6%1.7%
Balance Sheet
Debt/Equity0.830.830.891.161.46
Current Ratio0.950.95———
Cash Flow
Free Cash Flow$108.5M$108.5M$195.8M$901.2M$-114.0M
Returns
ROE5.8%5.8%7.4%14.1%9.5%
Valuation
P/E6.066.065.904.086.05
EV/EBITDA7.887.886.725.088.86
P/B0.470.470.440.570.57
Growth & Yield
Revenue Growth10.9%10.9%-24.4%8.0%—
EPS Growth-18.1%-18.1%-37.0%69.1%—
Dividend Yield3.3%3.3%———

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

-10.1%

fácil

EPS terminal req.

$132.75

Spread vs growth

-8.1%

5Y implied EPS CAGR

-2.5%

fácil

EPS terminal req.

$160.62

Spread vs growth

-15.6%

10Y implied EPS CAGR

3.6%

fácil

EPS terminal req.

$258.68

Spread vs growth

-21.7%

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 +21.2%

Total return

+21.2%

Start / end P/E

5.7x → 8.2x

EPS bridge

222.88 → 182.49

Residual

-8.0%

EPS growth-18.1%
Multiple rerating+44.0%
Dividend+3.3%
Residual / FX / buybacks / cross-term-8.0%

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.