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267A.T$1988.00+0.00%
Fair $1988.00+0.0%

267A.T

267A.T

Industrials / ConglomeratesTokyo

$1988.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1988.00Fund rank 16/100 · Data gapFallback financials|
SA 27/D
F-Score: 5/9
High Debt

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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-1.4B · quality 13.7/100

Data gap 16/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 1/100Data 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

27/100

D

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: 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. Debt-to-Equity ratio is 8.50, above the 2.0 threshold
Thesis & Journal · 267A.TLocal privado en este navegador · 267A.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

$2.0B

P/E

5.0x

↓

EV/EBITDA

12.5x

↑

ROE

10.3%

↑

Gross Margin

95.0%

↑

Debt/Equity

8.50

↑
52-Week Range$1988
$1988$1990

TradingView lightweight chart

267A.T price, volumen y niveles de valoración

Último $1,988Periodo -0.2%
Fair value: $1,988

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

+6.5%

FCF CAGR

—

FCF margin

54.5%

FCF / Net income

9.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.15B · net income $402.0M · FCF $3.90B

2022-FY → 2025-FY

Gross margin

95.0%-1.0% pts

Operating margin

37.0%+6.0% pts

Net margin

5.6%-0.4% pts

FCF margin

54.5%+70.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.15B$7.15B$6.89B$5.86B$5.93B
Net Income$402.0M$402.0M$697.0M$225.0M$355.0M
EBITDA$2.51B$2.51B$2.26B$1.78B$1.94B
EPS398.81398.81692.78223.21352.18
Gross Margin95.0%95.0%96.2%96.0%96.0%
Operating Margin37.0%37.0%31.2%27.1%30.9%
Net Margin5.6%5.6%10.1%3.8%6.0%
Balance Sheet
Debt/Equity8.508.508.998.868.61
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$3.90B$3.90B$-3.80B$-1.42B$-967.0M
Returns
ROE10.3%10.3%18.1%6.5%10.0%
Valuation
P/E5.025.02———
EV/EBITDA12.4912.49———
P/B0.520.52———
Growth & Yield
Revenue Growth3.8%3.8%17.6%-1.2%—
EPS Growth-42.4%-42.4%210.4%-36.6%—
Dividend Yield0.5%0.5%———

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

-23.8%

fácil

EPS terminal req.

$176.40

Spread vs growth

-18.6%

5Y implied EPS CAGR

-11.8%

fácil

EPS terminal req.

$213.45

Spread vs growth

-30.7%

10Y implied EPS CAGR

-1.5%

fácil

EPS terminal req.

$343.76

Spread vs growth

-41.0%

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 +0.4%

Total return

+0.4%

Start / end P/E

2.9x → 5.0x

EPS bridge

692.78 → 398.81

Residual

-31.2%

EPS growth-42.4%
Multiple rerating+73.5%
Dividend+0.5%
Residual / FX / buybacks / cross-term-31.2%

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.