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2883.T$1962.00-0.41%
Fair $1962.00+0.0%

2883.T

Dairei Co.,Ltd.

Industrials / Specialty Industrial MachineryTokyo

$1962.00

-8.00 (-0.41%)

Fairly Valued+0.0%Fair Value $1962.00Fund rank 26/100 · Data gapFallback financials|
SA 28/D
F-Score: 5/9
Low Profitability

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 $555.7M · quality 43.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

28/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -6.5%, below the 5% threshold
Thesis & Journal · 2883.TLocal privado en este navegador · Dairei 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

$11.5B

P/E

23.9x

↑

EV/EBITDA

N/A

•

ROE

-6.5%

↓

Gross Margin

15.7%

↓

Debt/Equity

0.00

↓
52-Week Range$1962
$1914$2079

TradingView lightweight chart

2883.T price, volumen y niveles de valoración

Último $1,962Periodo +17.8%
Fair value: $1,962

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

+3.9%

FCF CAGR

—

FCF margin

2.2%

FCF / Net income

-0.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.73B · net income $-574.6M · FCF $555.7M

2022-FY → 2025-FY

Gross margin

15.7%-1.6% pts

Operating margin

3.3%-1.3% pts

Net margin

-2.2%-5.4% pts

FCF margin

2.2%+7.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$25.73B$25.73B$27.42B$27.24B$22.96B
Net Income$-574.6M$-574.6M$766.9M$1.02B$729.4M
EBITDA$-235.2M$-235.2M$1.15B$1.56B$1.09B
EPS-97.24-97.24129.77173.26123.43
Gross Margin15.7%15.7%15.6%17.6%17.3%
Operating Margin3.3%3.3%3.9%5.6%4.6%
Net Margin-2.2%-2.2%2.8%3.8%3.2%
Balance Sheet
Debt/Equity0.000.000.030.040.00
Current Ratio4.864.86———
Cash Flow
Free Cash Flow$555.7M$555.7M$1.63B$277.2M$-1.24B
Returns
ROE-6.5%-6.5%7.9%11.0%8.4%
Valuation
P/E23.8823.8814.8110.8915.34
EV/EBITDA——6.815.657.79
P/B1.321.321.171.201.29
Growth & Yield
Revenue Growth-6.1%-6.1%0.7%18.6%—
EPS Growth-174.9%-174.9%-25.1%40.4%—
Dividend Yield3.0%3.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +5.2%

Total return

+5.2%

Start / end P/E

n/dx → n/dx

EPS bridge

129.77 → -97.24

Residual

+2.1%

EPS growthn/d
Multiple reratingn/d
Dividend+3.0%
Residual / FX / buybacks / cross-term+2.1%

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.