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9552.T$1046.00+9.07%
Fair $1046.00+0.0%

9552.T

Quants Research Institute Holdings, Inc.

Financial Services / Capital MarketsTokyo

$1046.00

+87.00 (+9.07%)

Fairly Valued+0.0%Fair Value $1046.00Fund rank 37/100 · Data gapFallback financials|
SA 56/C
F-Score: 3/9
Margin Compression

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

56/100

C

Piotroski

3/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · 9552.TLocal privado en este navegador · Quants Research Institute Holdings, 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

$56.5B

P/E

18.5x

↑

EV/EBITDA

11.0x

↓

ROE

53.8%

↑

Gross Margin

60.4%

↑

Debt/Equity

0.14

↓
52-Week Range$1046
$556$1457

TradingView lightweight chart

9552.T price, volumen y niveles de valoración

Último $1,046Periodo +36.9%
Fair value: $1,046

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

+61.9%

FCF CAGR

-17.1%

FCF margin

7.1%

FCF / Net income

0.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.60B · net income $2.75B · FCF $1.17B

2022-FY → 2025-FY

Gross margin

60.4%-19.4% pts

Operating margin

28.8%-25.0% pts

Net margin

16.5%-17.4% pts

FCF margin

7.1%-45.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.60B$16.60B$16.55B$8.64B$3.91B
Net Income$2.75B$2.75B$5.66B$2.65B$1.33B
EBITDA$5.31B$5.31B$8.61B$4.51B$2.10B
EPS46.6046.6090.4441.2921.55
Gross Margin60.4%60.4%72.3%76.6%79.8%
Operating Margin28.8%28.8%49.9%53.0%53.8%
Net Margin16.5%16.5%34.2%30.6%33.9%
Balance Sheet
Debt/Equity0.140.140.050.050.05
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$1.17B$1.17B$5.56B$3.90B$2.06B
Returns
ROE53.8%53.8%63.5%47.7%45.3%
Valuation
P/E18.5518.5530.8972.6689.10
EV/EBITDA10.9710.9719.6541.0554.51
P/B12.0812.0820.0634.6940.34
Growth & Yield
Revenue Growth0.3%0.3%91.5%120.9%—
EPS Growth-48.5%-48.5%119.0%91.6%—
Dividend Yield0.5%0.5%———

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

25.8%

muy exigente

EPS terminal req.

$92.82

Spread vs growth

-74.3%

5Y implied EPS CAGR

19.2%

exigente

EPS terminal req.

$112.31

Spread vs growth

-67.7%

10Y implied EPS CAGR

14.5%

razonable

EPS terminal req.

$180.87

Spread vs growth

-63.0%

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 -22.1%

Total return

-22.1%

Start / end P/E

14.9x → 22.4x

EPS bridge

90.44 → 46.60

Residual

-24.4%

EPS growth-48.5%
Multiple rerating+50.3%
Dividend+0.5%
Residual / FX / buybacks / cross-term-24.4%

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.