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9622.T$1396.00-1.06%
Fair $1396.00+0.0%

9622.T

Space Co.,Ltd.

Industrials / Engineering & ConstructionTokyo

$1396.00

-15.00 (-1.06%)

Fairly Valued+0.0%Fair Value $1396.00Fund rank 31/100 · Data gapFallback financials|
SA 70/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 $1.7B · quality 60.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

70/100

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 · 9622.TLocal privado en este navegador · Space 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

$34.2B

P/E

9.1x

↓

EV/EBITDA

3.6x

↓

ROE

10.8%

↑

Gross Margin

11.6%

↓

Debt/Equity

0.00

↓
52-Week Range$1396
$1120$1709

TradingView lightweight chart

9622.T price, volumen y niveles de valoración

Último $1,396Periodo +410.9%
Fair value: $1,396

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

+15.3%

FCF CAGR

—

FCF margin

3.2%

FCF / Net income

0.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $71.51B · net income $3.77B · FCF $2.30B

2022-FY → 2025-FY

Gross margin

11.6%+1.3% pts

Operating margin

6.8%+2.3% pts

Net margin

5.3%+2.3% pts

FCF margin

3.2%+3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$71.51B$71.51B$64.19B$52.79B$46.71B
Net Income$3.77B$3.77B$2.55B$1.69B$1.39B
EBITDA$5.40B$5.40B$3.99B$3.12B$2.51B
EPS153.76153.76104.2668.7656.71
Gross Margin11.6%11.6%11.0%11.6%10.3%
Operating Margin6.8%6.8%5.4%4.9%4.5%
Net Margin5.3%5.3%4.0%3.2%3.0%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio4.154.15———
Cash Flow
Free Cash Flow$2.30B$2.30B$1.70B$738.2M$-104.3M
Returns
ROE10.8%10.8%7.8%5.5%4.7%
Valuation
P/E9.089.0810.7313.7415.54
EV/EBITDA3.593.593.423.233.06
P/B0.980.980.840.750.73
Growth & Yield
Revenue Growth11.4%11.4%21.6%13.0%—
EPS Growth47.5%47.5%51.6%21.2%—
Dividend Yield5.1%5.1%———

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

-7.0%

fácil

EPS terminal req.

$123.87

Spread vs growth

54.4%

5Y implied EPS CAGR

-0.5%

fácil

EPS terminal req.

$149.88

Spread vs growth

48.0%

10Y implied EPS CAGR

4.6%

fácil

EPS terminal req.

$241.39

Spread vs growth

42.9%

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 +28.2%

Total return

+28.2%

Start / end P/E

10.9x → 9.1x

EPS bridge

104.26 → 153.76

Residual

-7.8%

EPS growth+47.5%
Multiple rerating-16.5%
Dividend+5.1%
Residual / FX / buybacks / cross-term-7.8%

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.