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9816.T$266.00-3.79%
Fair $266.00+0.0%

9816.T

Striders Corporation

Real Estate / Real Estate ServicesTokyo

$266.00

-11.00 (-3.79%)

Fairly Valued+0.0%Fair Value $266.00Fund rank 27/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9
Low Profitability

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 16.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

40/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. ROE is 1.8%, below the 5% threshold
Thesis & Journal · 9816.TLocal privado en este navegador · Striders Corporation
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

$2.4B

P/E

11.3x

↓

EV/EBITDA

8.0x

↓

ROE

1.8%

↓

Gross Margin

25.9%

↓

Debt/Equity

0.80

↑
52-Week Range$266
$247$384

TradingView lightweight chart

9816.T price, volumen y niveles de valoración

Último $279.00Periodo -96.4%
Fair value: $266.00

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

+1.2%

FCF CAGR

+113.5%

FCF margin

1.5%

FCF / Net income

2.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.79B · net income $43.5M · FCF $120.1M

2022-FY → 2025-FY

Gross margin

25.9%+2.2% pts

Operating margin

0.6%+1.1% pts

Net margin

0.6%-1.7% pts

FCF margin

1.5%+1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.79B$7.79B$7.68B$7.37B$7.51B
Net Income$43.5M$43.5M$82.5M$118.3M$168.9M
EBITDA$248.5M$248.5M$216.5M$349.5M$357.7M
EPS5.325.329.9114.0319.91
Gross Margin25.9%25.9%24.8%25.3%23.8%
Operating Margin0.6%0.6%0.6%2.0%-0.5%
Net Margin0.6%0.6%1.1%1.6%2.3%
Balance Sheet
Debt/Equity0.800.800.430.450.57
Current Ratio3.283.28———
Cash Flow
Free Cash Flow$120.1M$120.1M$-262.7M$249.1M$12.3M
Returns
ROE1.8%1.8%3.3%4.7%7.0%
Valuation
P/E11.3111.3121.9015.5410.95
EV/EBITDA8.018.013.581.051.81
P/B0.880.880.720.740.76
Growth & Yield
Revenue Growth1.4%1.4%4.2%-1.8%—
EPS Growth-46.3%-46.3%-29.4%-29.5%—
Dividend Yield3.6%3.6%———

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

64.3%

muy exigente

EPS terminal req.

$23.60

Spread vs growth

-110.6%

5Y implied EPS CAGR

39.9%

muy exigente

EPS terminal req.

$28.56

Spread vs growth

-86.3%

10Y implied EPS CAGR

24.1%

exigente

EPS terminal req.

$46.00

Spread vs growth

-70.4%

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 +11.3%

Total return

+11.3%

Start / end P/E

26.1x → 52.4x

EPS bridge

9.91 → 5.32

Residual

-46.6%

EPS growth-46.3%
Multiple rerating+100.7%
Dividend+3.6%
Residual / FX / buybacks / cross-term-46.6%

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.