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9698.T$1191.00-0.25%
Fair $1191.00+0.0%

9698.T

Creo Co.,Ltd.

Technology / Software - ApplicationTokyo

$1191.00

-3.00 (-0.25%)

Fairly Valued+0.0%Fair Value $1191.00Fund rank 29/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9

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 $695.0M · quality 49.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

34/100

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: 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 · 9698.TLocal privado en este navegador · Creo 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

$9.2B

P/E

11.4x

↓

EV/EBITDA

2.8x

↓

ROE

9.5%

↑

Gross Margin

24.5%

↓

Debt/Equity

N/A

•
52-Week Range$1191
$1056$1297

TradingView lightweight chart

9698.T price, volumen y niveles de valoración

Último $1,191Periodo -19.5%
Fair value: $1,191

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

-0.6%

FCF CAGR

-2.5%

FCF margin

4.8%

FCF / Net income

1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.52B · net income $696.0M · FCF $695.0M

2022-FY → 2025-FY

Gross margin

24.5%+1.5% pts

Operating margin

7.8%+0.6% pts

Net margin

4.8%+0.3% pts

FCF margin

4.8%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.52B$14.52B$14.35B$14.69B$14.78B
Net Income$696.0M$696.0M$717.0M$487.0M$657.0M
EBITDA$1.32B$1.32B$1.27B$1.10B$1.27B
EPS89.1689.1690.2660.9980.28
Gross Margin24.5%24.5%23.6%22.1%23.0%
Operating Margin7.8%7.8%7.6%6.2%7.2%
Net Margin4.8%4.8%5.0%3.3%4.4%
Balance Sheet
Current Ratio3.543.54———
Cash Flow
Free Cash Flow$695.0M$695.0M$2.00B$235.0M$749.0M
Returns
ROE9.5%9.5%9.8%7.1%9.4%
Valuation
P/E11.4111.4111.7914.4010.74
EV/EBITDA2.792.792.262.812.15
P/B1.271.271.161.021.01
Growth & Yield
Revenue Growth1.2%1.2%-2.3%-0.6%—
EPS Growth-1.2%-1.2%48.0%-24.0%—
Dividend Yield9.3%9.3%———

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

5.8%

razonable

EPS terminal req.

$105.68

Spread vs growth

-7.0%

5Y implied EPS CAGR

7.5%

razonable

EPS terminal req.

$127.87

Spread vs growth

-8.7%

10Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$205.94

Spread vs growth

-10.0%

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 +20.1%

Total return

+20.1%

Start / end P/E

11.9x → 13.4x

EPS bridge

90.26 → 89.16

Residual

-0.1%

EPS growth-1.2%
Multiple rerating+12.2%
Dividend+9.3%
Residual / FX / buybacks / cross-term-0.1%

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.