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9441.T$2758.00+0.29%
Fair $2758.00+0.0%

9441.T

Bell-Park Co.,Ltd.

Consumer Cyclical / Specialty RetailTokyo

$2758.00

+8.00 (+0.29%)

Fairly Valued+0.0%Fair Value $2758.00Fund rank 34/100 · Data gapFallback financials|
SA 64/B
F-Score: 7/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.5B · quality 68.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

64/100

B

Piotroski

7/9

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 · 9441.TLocal privado en este navegador · Bell-Park 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

$33.8B

P/E

10.5x

↓

EV/EBITDA

3.3x

↓

ROE

15.3%

↑

Gross Margin

24.1%

↓

Debt/Equity

0.00

↓
52-Week Range$2758
$1851$3220

TradingView lightweight chart

9441.T price, volumen y niveles de valoración

Último $2,758Periodo +363148.9%
Fair value: $2,758

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

+8.0%

FCF CAGR

—

FCF margin

3.5%

FCF / Net income

1.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $129.30B · net income $4.13B · FCF $4.54B

2022-FY → 2025-FY

Gross margin

24.1%+1.1% pts

Operating margin

4.5%+1.1% pts

Net margin

3.2%+0.7% pts

FCF margin

3.5%+3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$129.30B$129.30B$116.04B$115.49B$102.78B
Net Income$4.13B$4.13B$3.18B$2.38B$2.52B
EBITDA$6.17B$6.17B$4.79B$3.83B$4.26B
EPS———123.76131.07
Gross Margin24.1%24.1%23.2%21.5%23.0%
Operating Margin4.5%4.5%3.7%3.1%3.4%
Net Margin3.2%3.2%2.7%2.1%2.5%
Balance Sheet
Debt/Equity0.000.000.000.00—
Current Ratio2.022.02———
Cash Flow
Free Cash Flow$4.54B$4.54B$3.30B$4.88B$-163.4M
Returns
ROE15.3%15.3%9.3%7.5%8.3%
Valuation
P/E10.4810.48—13.6213.37
EV/EBITDA3.303.302.443.343.78
P/B1.251.250.931.021.11
Growth & Yield
Revenue Growth11.4%11.4%0.5%12.4%—
EPS Growth———-5.6%—
Dividend Yield3.7%3.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +51.1%

Total return

+51.1%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+47.4%

EPS growthn/d
Multiple reratingn/d
Dividend+3.7%
Residual / FX / buybacks / cross-term+47.4%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.