StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
9955.T$2688.00-3.55%
Fair $2688.00+0.0%

9955.T

The Yonkyu Co.,Ltd.

Consumer Defensive / Farm ProductsTokyo

$2688.00

-99.00 (-3.55%)

Fairly Valued+0.0%Fair Value $2688.00Fund rank 28/100 · Data gapFallback financials|
SA 53/C
F-Score: 4/9
Margin CompressionLow Profitability

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $685.3M · quality 47.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

53/100

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: 2unknown: 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 ROE is 3.6%, below the 5% threshold
Thesis & Journal · 9955.TLocal privado en este navegador · The Yonkyu 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

$32.9B

P/E

8.7x

↓

EV/EBITDA

7.0x

↓

ROE

3.6%

↓

Gross Margin

11.9%

↓

Debt/Equity

0.19

↓
52-Week Range$2688
$2115$3195

TradingView lightweight chart

9955.T price, volumen y niveles de valoración

Último $2,688Periodo +7.5%
Fair value: $2,688

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

+8.4%

FCF CAGR

+22.5%

FCF margin

2.3%

FCF / Net income

0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $44.89B · net income $1.42B · FCF $1.01B

2022-FY → 2025-FY

Gross margin

11.9%-4.2% pts

Operating margin

3.4%-3.9% pts

Net margin

3.2%-2.5% pts

FCF margin

2.3%+0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$44.89B$44.89B$45.13B$40.23B$35.21B
Net Income$1.42B$1.42B$1.63B$2.31B$2.00B
EBITDA$2.79B$2.79B$2.93B$3.55B$3.38B
EPS115.64115.64133.70188.81163.74
Gross Margin11.9%11.9%13.1%15.3%16.0%
Operating Margin3.4%3.4%4.3%6.9%7.4%
Net Margin3.2%3.2%3.6%5.7%5.7%
Balance Sheet
Debt/Equity0.190.190.200.190.20
Current Ratio4.004.00———
Cash Flow
Free Cash Flow$1.01B$1.01B$-1.68B$685.3M$549.5M
Returns
ROE3.6%3.6%4.4%6.6%6.3%
Valuation
P/E8.708.7017.2813.8713.37
EV/EBITDA6.986.985.294.893.56
P/B0.850.850.760.920.84
Growth & Yield
Revenue Growth-0.5%-0.5%12.2%14.3%—
EPS Growth-13.5%-13.5%-29.2%15.3%—
Dividend Yield1.3%1.3%———

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

27.3%

muy exigente

EPS terminal req.

$238.52

Spread vs growth

-40.8%

5Y implied EPS CAGR

20.1%

exigente

EPS terminal req.

$288.60

Spread vs growth

-33.6%

10Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$464.80

Spread vs growth

-28.4%

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 +27.9%

Total return

+27.9%

Start / end P/E

15.9x → 23.2x

EPS bridge

133.70 → 115.64

Residual

-6.3%

EPS growth-13.5%
Multiple rerating+46.5%
Dividend+1.3%
Residual / FX / buybacks / cross-term-6.3%

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.