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9519.T$1198.00-0.42%
Fair $1198.00+0.0%

9519.T

RENOVA, Inc.

Utilities / Utilities - RenewableTokyo

$1198.00

-5.00 (-0.42%)

Fairly Valued+0.0%Fair Value $1198.00Fund rank 18/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9
High DebtLow 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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $2.8B · quality 15.3/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

54/100

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: 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. Debt-to-Equity ratio is 3.74, above the 2.0 threshold ROE is 3.0%, below the 5% threshold
Thesis & Journal · 9519.TLocal privado en este navegador · RENOVA, 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

$108.3B

P/E

32.8x

↑

EV/EBITDA

15.9x

↑

ROE

3.0%

↓

Gross Margin

55.2%

↑

Debt/Equity

3.74

↑
52-Week Range$1198
$612$1400

TradingView lightweight chart

9519.T price, volumen y niveles de valoración

Último $1,198Periodo +177.8%
Fair value: $1,198

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

+34.0%

FCF CAGR

—

FCF margin

32.4%

FCF / Net income

8.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $70.25B · net income $2.69B · FCF $22.77B

2022-FY → 2025-FY

Gross margin

55.2%-20.7% pts

Operating margin

4.6%-7.5% pts

Net margin

3.8%-1.6% pts

FCF margin

32.4%+43.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$70.25B$70.25B$44.75B$33.58B$29.21B
Net Income$2.69B$2.69B$8.86B$2.68B$1.58B
EBITDA$26.30B$26.30B$26.56B$17.00B$15.88B
EPS29.8129.81111.9733.87—
Gross Margin55.2%55.2%61.1%70.3%75.9%
Operating Margin4.6%4.6%11.9%26.9%12.1%
Net Margin3.8%3.8%19.8%8.0%5.4%
Balance Sheet
Debt/Equity3.743.744.514.806.49
Current Ratio2.182.18———
Cash Flow
Free Cash Flow$22.77B$22.77B$2.82B$-804.0M$-3.35B
Returns
ROE3.0%3.0%13.0%6.2%5.0%
Valuation
P/E32.7632.7610.9558.52—
EV/EBITDA15.8615.8614.5520.0820.59
P/B1.211.211.433.654.28
Growth & Yield
Revenue Growth57.0%57.0%33.3%15.0%—
EPS Growth-73.4%-73.4%230.6%——

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

52.8%

muy exigente

EPS terminal req.

$106.30

Spread vs growth

-126.2%

5Y implied EPS CAGR

34.0%

muy exigente

EPS terminal req.

$128.63

Spread vs growth

-107.3%

10Y implied EPS CAGR

21.4%

exigente

EPS terminal req.

$207.15

Spread vs growth

-94.8%

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 +84.3%

Total return

+84.3%

Start / end P/E

5.8x → 40.2x

EPS bridge

111.97 → 29.81

Residual

-434.6%

EPS growth-73.4%
Multiple rerating+592.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-434.6%

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.