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9793.T$3885.00-3.72%
Fair $3885.00+0.0%

9793.T

Daiseki Co.,Ltd.

Industrials / Waste ManagementTokyo

$3885.00

-150.00 (-3.72%)

Fairly Valued+0.0%Fair Value $3885.00Fund rank 36/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9
Margin Compression

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.6B · quality 77.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

50/100

C

Piotroski

6/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years
Thesis & Journal · 9793.TLocal privado en este navegador · Daiseki 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

$183.7B

P/E

20.1x

↑

EV/EBITDA

9.4x

↓

ROE

11.2%

↑

Gross Margin

33.5%

↑

Debt/Equity

0.09

↓
52-Week Range$3885
$3070$4425

TradingView lightweight chart

9793.T price, volumen y niveles de valoración

Último $3,885Periodo +655.1%
Fair value: $3,885

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+7.0%

FCF CAGR

+9.7%

FCF margin

6.9%

FCF / Net income

0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $71.84B · net income $9.15B · FCF $4.95B

2023-FY → 2026-FY

Gross margin

33.5%+0.1% pts

Operating margin

20.3%-1.4% pts

Net margin

12.7%-2.1% pts

FCF margin

6.9%+0.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$71.84B$71.84B$67.30B$69.22B$58.57B
Net Income$9.15B$9.15B$9.31B$9.46B$8.67B
EBITDA$18.31B$18.31B$18.25B$18.25B$15.48B
EPS193.02193.02193.37193.06174.21
Gross Margin33.5%33.5%33.4%32.8%33.5%
Operating Margin20.3%20.3%21.3%21.4%21.7%
Net Margin12.7%12.7%13.8%13.7%14.8%
Balance Sheet
Debt/Equity0.090.090.070.060.04
Current Ratio2.292.29———
Cash Flow
Free Cash Flow$4.95B$4.95B$5.57B$7.52B$3.75B
Returns
ROE11.2%11.2%11.0%11.7%11.3%
Valuation
P/E20.1420.1420.1719.5523.79
EV/EBITDA9.459.458.958.8211.73
P/B2.252.252.232.302.70
Growth & Yield
Revenue Growth6.7%6.7%-2.8%18.2%—
EPS Growth-0.2%-0.2%0.2%10.8%—
Dividend Yield2.1%2.1%———

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

21.3%

exigente

EPS terminal req.

$344.73

Spread vs growth

-21.5%

5Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$417.12

Spread vs growth

-16.8%

10Y implied EPS CAGR

13.3%

razonable

EPS terminal req.

$671.78

Spread vs growth

-13.5%

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 +10.2%

Total return

+10.2%

Start / end P/E

18.6x → 20.1x

EPS bridge

193.37 → 193.02

Residual

-0.0%

EPS growth-0.2%
Multiple rerating+8.3%
Dividend+2.1%
Residual / FX / buybacks / cross-term-0.0%

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.