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1518.T$1417.00+1.29%
Fair $1417.00+0.0%

1518.T

Mitsui Matsushima Holdings Co., Ltd.

Energy / Thermal CoalTokyo

$1417.00

+18.00 (+1.29%)

Fairly Valued+0.0%Fair Value $1417.00Fund rank 34/100 · Data gapFallback financials|
SA 52/C
F-Score: 2/9
Declining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $19.9B · quality 66.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

52/100

C

Piotroski

2/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · 1518.TLocal privado en este navegador · Mitsui Matsushima Holdings 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

$53.0B

P/E

9.6x

↓

EV/EBITDA

7.3x

↓

ROE

13.2%

↑

Gross Margin

36.9%

↑

Debt/Equity

0.51

↑
52-Week Range$1417
$895$1600

TradingView lightweight chart

1518.T price, volumen y niveles de valoración

Último $1,417Periodo +382.0%
Fair value: $1,417

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

+9.1%

FCF CAGR

-49.0%

FCF margin

1.6%

FCF / Net income

0.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $60.57B · net income $8.64B · FCF $998.0M

2022-FY → 2025-FY

Gross margin

36.9%+1.6% pts

Operating margin

12.6%-5.5% pts

Net margin

14.3%+2.7% pts

FCF margin

1.6%-14.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$60.57B$60.57B$77.47B$80.02B$46.59B
Net Income$8.64B$8.64B$15.12B$22.98B$5.40B
EBITDA$14.51B$14.51B$26.10B$36.82B$9.88B
EPS150.03150.03241.85353.60—
Gross Margin36.9%36.9%46.9%56.6%35.2%
Operating Margin12.6%12.6%32.5%44.7%18.1%
Net Margin14.3%14.3%19.5%28.7%11.6%
Balance Sheet
Debt/Equity0.510.510.140.240.36
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$998.0M$998.0M$19.88B$25.50B$7.51B
Returns
ROE13.2%13.2%23.8%41.2%15.2%
Valuation
P/E9.569.562.471.78—
EV/EBITDA7.307.300.450.41-0.35
P/B1.251.250.590.740.15
Growth & Yield
Revenue Growth-21.8%-21.8%-3.2%71.7%—
EPS Growth-38.0%-38.0%-31.6%——
Dividend Yield5.3%5.3%———

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

-5.7%

fácil

EPS terminal req.

$125.74

Spread vs growth

-32.2%

5Y implied EPS CAGR

0.3%

fácil

EPS terminal req.

$152.14

Spread vs growth

-38.2%

10Y implied EPS CAGR

5.0%

razonable

EPS terminal req.

$245.02

Spread vs growth

-43.0%

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 +51.8%

Total return

+51.8%

Start / end P/E

4.0x → 9.4x

EPS bridge

241.85 → 150.03

Residual

-51.7%

EPS growth-38.0%
Multiple rerating+136.2%
Dividend+5.3%
Residual / FX / buybacks / cross-term-51.7%

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.