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2186.T$905.00-0.33%
Fair $905.00+0.0%

2186.T

Sobal Corporation

Technology / Software - ApplicationTokyo

$905.00

-3.00 (-0.33%)

Fairly Valued+0.0%Fair Value $905.00Fund rank 30/100 · Data gapFallback financials|
SA 36/D
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $360.1M · quality 51.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

36/100

D

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: 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 · 2186.TLocal privado en este navegador · Sobal 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

$7.1B

P/E

15.5x

↓

EV/EBITDA

5.3x

↓

ROE

10.1%

↑

Gross Margin

19.1%

↓

Debt/Equity

N/A

•
52-Week Range$905
$893$981

TradingView lightweight chart

2186.T price, volumen y niveles de valoración

Último $905.00Periodo +439.5%
Fair value: $905.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+3.2%

FCF CAGR

-11.3%

FCF margin

4.0%

FCF / Net income

0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.98B · net income $460.2M · FCF $360.1M

2023-FY → 2026-FY

Gross margin

19.1%-0.8% pts

Operating margin

7.4%-0.5% pts

Net margin

5.1%-3.2% pts

FCF margin

4.0%-2.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$8.98B$8.98B$8.68B$8.17B$8.16B
Net Income$460.2M$460.2M$432.2M$513.6M$683.2M
EBITDA$675.6M$675.6M$654.6M$706.6M$1.02B
EPS58.5058.50—65.2886.84
Gross Margin19.1%19.1%19.0%19.8%19.9%
Operating Margin7.4%7.4%7.1%8.2%7.9%
Net Margin5.1%5.1%5.0%6.3%8.4%
Balance Sheet
Current Ratio4.384.38———
Cash Flow
Free Cash Flow$360.1M$360.1M$826.0M$78.7M$515.8M
Returns
ROE10.1%10.1%10.0%12.3%17.5%
Valuation
P/E15.4815.48—15.0112.15
EV/EBITDA5.355.355.607.175.36
P/B1.571.571.651.852.12
Growth & Yield
Revenue Growth3.4%3.4%6.3%0.1%—
EPS Growth———-24.8%—
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

11.1%

razonable

EPS terminal req.

$80.30

Spread vs growth

-7.7%

5Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$97.17

Spread vs growth

-7.3%

10Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$156.49

Spread vs growth

-6.9%

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 +3.8%

Total return

+3.8%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 58.50

Residual

+0.1%

EPS growthn/d
Multiple reratingn/d
Dividend+3.6%
Residual / FX / buybacks / cross-term+0.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.