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9788.T$482.00-3.21%
Fair $482.00+0.0%

9788.T

Nac Co., Ltd.

Industrials / Engineering & ConstructionTokyo

$482.00

-16.00 (-3.21%)

Fairly Valued+0.0%Fair Value $482.00Fund rank 31/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 56.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

42/100

C

Piotroski

4/9

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 · 9788.TLocal privado en este navegador · Nac 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

$20.2B

P/E

12.3x

↓

EV/EBITDA

5.2x

↓

ROE

6.1%

↑

Gross Margin

47.1%

↑

Debt/Equity

0.32

↓
52-Week Range$482
$482$589

TradingView lightweight chart

9788.T price, volumen y niveles de valoración

Último $483.00Periodo +220.9%
Fair value: $482.00

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

+2.9%

FCF CAGR

+18.5%

FCF margin

6.1%

FCF / Net income

2.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $59.79B · net income $1.36B · FCF $3.65B

2022-FY → 2025-FY

Gross margin

47.1%-2.0% pts

Operating margin

5.0%+0.0% pts

Net margin

2.3%-0.8% pts

FCF margin

6.1%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$59.79B$59.79B$54.43B$57.07B$54.92B
Net Income$1.36B$1.36B$1.44B$2.00B$1.71B
EBITDA$3.71B$3.71B$3.55B$4.44B$3.99B
EPS31.8331.8333.2244.5738.09
Gross Margin47.1%47.1%49.5%48.6%49.1%
Operating Margin5.0%5.0%4.2%5.7%5.0%
Net Margin2.3%2.3%2.6%3.5%3.1%
Balance Sheet
Debt/Equity0.320.320.320.310.40
Current Ratio2.102.10———
Cash Flow
Free Cash Flow$3.65B$3.65B$-447.0M$1.40B$2.19B
Returns
ROE6.1%6.1%6.3%8.6%7.7%
Valuation
P/E12.3512.3515.9810.5812.56
EV/EBITDA5.215.216.223.914.51
P/B0.920.921.010.910.97
Growth & Yield
Revenue Growth9.8%9.8%-4.6%3.9%—
EPS Growth-4.2%-4.2%-25.5%17.0%—
Dividend Yield7.0%7.0%———

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

10.3%

razonable

EPS terminal req.

$42.77

Spread vs growth

-14.5%

5Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$51.75

Spread vs growth

-14.4%

10Y implied EPS CAGR

10.1%

razonable

EPS terminal req.

$83.35

Spread vs growth

-14.3%

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 -9.4%

Total return

-9.4%

Start / end P/E

17.4x → 15.2x

EPS bridge

33.22 → 31.83

Residual

+0.5%

EPS growth-4.2%
Multiple rerating-12.8%
Dividend+7.0%
Residual / FX / buybacks / cross-term+0.5%

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.