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9514.T$346.00-0.57%
Fair $346.00+0.0%

9514.T

EF-ON Inc.

Utilities / Utilities - RenewableTokyo

$346.00

-2.00 (-0.57%)

Fairly Valued+0.0%Fair Value $346.00Fund rank 24/100 · Data gapFallback financials|
SA 38/D
F-Score: 5/9
Margin CompressionLow 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 15%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 33.0/100

Data gap 24/100
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

38/100

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 1.5%, below the 5% threshold
Thesis & Journal · 9514.TLocal privado en este navegador · EF-ON Inc.
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

$7.3B

P/E

12.7x

↓

EV/EBITDA

8.8x

↓

ROE

1.5%

↓

Gross Margin

8.5%

↓

Debt/Equity

1.31

↑
52-Week Range$346
$313$458

TradingView lightweight chart

9514.T price, volumen y niveles de valoración

Último $346.00Periodo -88.5%
Fair value: $346.00

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

+10.0%

FCF CAGR

—

FCF margin

11.1%

FCF / Net income

6.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.47B · net income $281.0M · FCF $1.93B

2021-FY → 2024-FY

Gross margin

8.5%-17.3% pts

Operating margin

3.4%-16.2% pts

Net margin

1.6%-11.1% pts

FCF margin

11.1%+26.8% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$17.47B$17.47B$16.95B$13.26B$13.14B
Net Income$281.0M$281.0M$824.0M$893.0M$1.67B
EBITDA$2.91B$2.91B$3.82B$3.17B$4.18B
EPS13.1413.1438.3641.4677.35
Gross Margin8.5%8.5%13.5%17.6%25.8%
Operating Margin3.4%3.4%8.2%9.8%19.7%
Net Margin1.6%1.6%4.9%6.7%12.7%
Balance Sheet
Debt/Equity1.311.311.341.511.50
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$1.93B$1.93B$2.14B$-1.36B$-2.07B
Returns
ROE1.5%1.5%4.5%5.1%9.9%
Valuation
P/E12.7312.7314.0813.5812.51
EV/EBITDA8.838.838.2710.749.84
P/B0.410.410.640.691.24
Growth & Yield
Revenue Growth3.1%3.1%27.8%0.9%—
EPS Growth-65.7%-65.7%-7.5%-46.4%—
Dividend Yield2.3%2.3%———

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

32.7%

muy exigente

EPS terminal req.

$30.70

Spread vs growth

-98.4%

5Y implied EPS CAGR

23.1%

exigente

EPS terminal req.

$37.15

Spread vs growth

-88.8%

10Y implied EPS CAGR

16.4%

exigente

EPS terminal req.

$59.83

Spread vs growth

-82.1%

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 +6.5%

Total return

+6.5%

Start / end P/E

8.7x → 26.3x

EPS bridge

38.36 → 13.14

Residual

-134.3%

EPS growth-65.7%
Multiple rerating+204.2%
Dividend+2.3%
Residual / FX / buybacks / cross-term-134.3%

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.