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197A.T$492.00+0.00%
Fair $492.00+0.0%

197A.T

197A.T

Healthcare / Medical Instruments & SuppliesTokyo

$492.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $492.00Fund rank 27/100 · Data gapFallback financials|
SA 42/C
F-Score: 5/9

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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 40.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

42/100

C

Piotroski

5/9

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 · 197A.TLocal privado en este navegador · 197A.T
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

$52.4B

P/E

14.3x

↓

EV/EBITDA

6.4x

↓

ROE

36.3%

↑

Gross Margin

68.6%

↑

Debt/Equity

0.83

↑
52-Week Range$492
$484$618

TradingView lightweight chart

197A.T price, volumen y niveles de valoración

Último $492.00Periodo +17.4%
Fair value: $492.00

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

+2.2%

FCF CAGR

-41.3%

FCF margin

9.1%

FCF / Net income

0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.63B · net income $6.32B · FCF $1.70B

2022-FY → 2025-FY

Gross margin

68.6%-15.5% pts

Operating margin

44.4%-19.7% pts

Net margin

33.9%+8.2% pts

FCF margin

9.1%-39.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.63B$18.63B$18.43B$15.67B$17.46B
Net Income$6.32B$6.32B$5.77B$3.03B$4.48B
EBITDA$9.02B$9.02B$8.54B$5.32B$8.55B
EPS58.9058.9053.9930.3544.81
Gross Margin68.6%68.6%67.8%58.7%84.1%
Operating Margin44.4%44.4%43.6%31.7%64.1%
Net Margin33.9%33.9%31.3%19.4%25.7%
Balance Sheet
Debt/Equity0.830.830.700.760.67
Current Ratio1.441.44———
Cash Flow
Free Cash Flow$1.70B$1.70B$5.97B$-4.32B$8.39B
Returns
ROE36.3%36.3%42.2%35.7%60.9%
Valuation
P/E14.3314.337.59——
EV/EBITDA6.426.425.15——
P/B3.033.033.21——
Growth & Yield
Revenue Growth1.0%1.0%17.6%-10.2%—
EPS Growth9.1%9.1%77.9%-32.3%—
Dividend Yield5.7%5.7%———

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

-9.5%

fácil

EPS terminal req.

$43.66

Spread vs growth

18.6%

5Y implied EPS CAGR

-2.2%

fácil

EPS terminal req.

$52.82

Spread vs growth

11.2%

10Y implied EPS CAGR

3.7%

fácil

EPS terminal req.

$85.07

Spread vs growth

5.3%

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 -3.4%

Total return

-3.4%

Start / end P/E

10.0x → 8.4x

EPS bridge

53.99 → 58.90

Residual

-1.5%

EPS growth+9.1%
Multiple rerating-16.6%
Dividend+5.7%
Residual / FX / buybacks / cross-term-1.5%

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.