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2737.T$14440.00+0.49%
Fair $14440.00+0.0%

2737.T

Tomen Devices Corporation

Technology / SemiconductorsTokyo

$14440.00

+70.00 (+0.49%)

Fairly Valued+0.0%Fair Value $14440.00Fund rank 31/100 · Data gapFallback financials|
SA 63/B
F-Score: 7/9

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 22%

FCF escenarios

weak_data · normalized FCF $4.2B · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

63/100

B

Piotroski

7/9

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 · 2737.TLocal privado en este navegador · Tomen Devices 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

$98.2B

P/E

9.8x

↓

EV/EBITDA

11.2x

↓

ROE

11.3%

↑

Gross Margin

3.5%

↓

Debt/Equity

0.28

↑
52-Week Range$14440
$5520$17490

TradingView lightweight chart

2737.T price, volumen y niveles de valoración

Último $14,440Periodo +550.5%
Fair value: $14,440

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

-3.1%

FCF CAGR

+16.9%

FCF margin

2.2%

FCF / Net income

1.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $421.67B · net income $5.59B · FCF $9.18B

2022-FY → 2025-FY

Gross margin

3.5%+0.4% pts

Operating margin

2.4%+0.1% pts

Net margin

1.3%-0.1% pts

FCF margin

2.2%+0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$421.67B$421.67B$370.68B$417.62B$462.82B
Net Income$5.59B$5.59B$2.10B$4.91B$6.38B
EBITDA$9.51B$9.51B$4.22B$8.15B$8.73B
EPS821.69821.69308.23721.37—
Gross Margin3.5%3.5%3.7%3.9%3.1%
Operating Margin2.4%2.4%2.6%2.9%2.3%
Net Margin1.3%1.3%0.6%1.2%1.4%
Balance Sheet
Debt/Equity0.280.280.650.480.25
Current Ratio1.211.21———
Cash Flow
Free Cash Flow$9.18B$9.18B$4.15B$-5.25B$5.74B
Returns
ROE11.3%11.3%4.6%11.4%16.5%
Valuation
P/E9.809.8020.578.80—
EV/EBITDA11.1911.1915.216.904.96
P/B1.981.980.951.001.05
Growth & Yield
Revenue Growth13.8%13.8%-11.2%-9.8%—
EPS Growth166.6%166.6%-57.3%——
Dividend Yield4.2%4.2%———

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

16.0%

exigente

EPS terminal req.

$1281.31

Spread vs growth

150.6%

5Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$1550.38

Spread vs growth

153.0%

10Y implied EPS CAGR

11.8%

razonable

EPS terminal req.

$2496.91

Spread vs growth

154.8%

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 +162.5%

Total return

+162.5%

Start / end P/E

18.1x → 17.6x

EPS bridge

308.23 → 821.69

Residual

-5.2%

EPS growth+166.6%
Multiple rerating-3.1%
Dividend+4.2%
Residual / FX / buybacks / cross-term-5.2%

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.