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1384.T$2010.00-0.45%
Fair $2010.00+0.0%

1384.T

Hokuryo Co., Ltd.

Consumer Defensive / Farm ProductsTokyo

$2010.00

-9.00 (-0.45%)

Fairly Valued+0.0%Fair Value $2010.00Fund rank 35/100 · Data gapFallback financials|
SA 59/C
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 72.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

59/100

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: 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 · 1384.TLocal privado en este navegador · Hokuryo 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

$17.0B

P/E

4.4x

↓

EV/EBITDA

3.4x

↓

ROE

15.4%

↑

Gross Margin

19.6%

↓

Debt/Equity

0.11

↓
52-Week Range$2010
$1399$3385

TradingView lightweight chart

1384.T price, volumen y niveles de valoración

Último $2,010Periodo +314.4%
Fair value: $2,010

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

+8.1%

FCF CAGR

+2.8%

FCF margin

5.5%

FCF / Net income

0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.40B · net income $2.18B · FCF $1.07B

2022-FY → 2025-FY

Gross margin

19.6%+2.4% pts

Operating margin

10.0%+4.2% pts

Net margin

11.2%+3.5% pts

FCF margin

5.5%-0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.40B$19.40B$18.90B$17.82B$15.36B
Net Income$2.18B$2.18B$1.66B$745.0M$1.19B
EBITDA$4.21B$4.21B$3.42B$2.35B$2.20B
EPS257.93257.93195.8188.13140.82
Gross Margin19.6%19.6%20.8%17.5%17.2%
Operating Margin10.0%10.0%11.9%7.4%5.8%
Net Margin11.2%11.2%8.8%4.2%7.8%
Balance Sheet
Debt/Equity0.110.110.160.230.25
Current Ratio1.181.18———
Cash Flow
Free Cash Flow$1.07B$1.07B$2.13B$588.0M$987.0M
Returns
ROE15.4%15.4%13.4%6.9%11.7%
Valuation
P/E4.404.405.198.514.82
EV/EBITDA3.403.401.942.692.92
P/B1.201.200.700.590.57
Growth & Yield
Revenue Growth2.6%2.6%6.0%16.0%—
EPS Growth31.7%31.7%122.2%-37.4%—
Dividend Yield4.0%4.0%———

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

-11.6%

fácil

EPS terminal req.

$178.35

Spread vs growth

43.3%

5Y implied EPS CAGR

-3.5%

fácil

EPS terminal req.

$215.81

Spread vs growth

35.2%

10Y implied EPS CAGR

3.0%

fácil

EPS terminal req.

$347.56

Spread vs growth

28.7%

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 +43.5%

Total return

+43.5%

Start / end P/E

7.4x → 7.8x

EPS bridge

195.81 → 257.93

Residual

+1.9%

EPS growth+31.7%
Multiple rerating+6.0%
Dividend+4.0%
Residual / FX / buybacks / cross-term+1.9%

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.