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2971.T$113600.00-2.29%
Fair $113600.00+0.0%

2971.T

ESCON JAPAN REIT Investment Corporation

Real Estate / REIT - RetailTokyo

$113600.00

-2700.00 (-2.29%)

Fairly Valued+0.0%Fair Value $113600.00Fund rank 25/100 · Data gapFallback financials|
SA 14/F
F-Score: 2/9

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 26.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

14/100

F

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 0unknown: 5
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · 2971.TLocal privado en este navegador · ESCON JAPAN REIT Investment 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

$41.0B

P/E

15.2x

↑

EV/EBITDA

N/A

•

ROE

N/A

•

Gross Margin

60.8%

↑

Debt/Equity

N/A

•
52-Week Range$113600
$113200$134200

TradingView lightweight chart

2971.T price, volumen y niveles de valoración

Último $115,000Periodo +16.8%
Fair value: $113,600

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

—

FCF / Net income

—

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.92B · net income $2.65B · FCF —

2021-FY → 2025-FY

Gross margin

60.8%— pts

Operating margin

52.5%— pts

Net margin

44.8%— pts

FCF margin

—— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$5.92B$5.92B$5.49B$5.04B$5.18B—
Net Income$2.65B$2.65B$2.31B$3.00B$2.53B—
EBITDA$3.42B$3.42B$2.88B$3.53B$3.05B—
EPS——6468.898521.557204.837136.89
Gross Margin60.8%60.8%55.3%60.2%63.1%—
Operating Margin52.5%52.5%47.1%52.0%55.7%—
Net Margin44.8%44.8%42.0%59.5%48.9%—
Balance Sheet
Debt/Equity——0.820.840.840.83
Current Ratio0.490.49————
Cash Flow
Free Cash Flow——$1.33B$2.74B$-14.60B$2.22B
Returns
ROE——5.7%7.6%6.4%—
Valuation
P/E15.1515.1517.8913.6016.1719.73
EV/EBITDA——25.1520.2823.39—
P/B——1.031.041.041.35
Growth & Yield
Revenue Growth7.7%7.7%9.0%-2.8%——
EPS Growth——-24.1%18.3%1.0%—
Dividend Yield6.2%6.2%————

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +7.4%

Total return

+7.4%

Start / end P/E

n/dx → n/dx

EPS bridge

6468.89 → n/d

Residual

+1.2%

EPS growthn/d
Multiple reratingn/d
Dividend+6.2%
Residual / FX / buybacks / cross-term+1.2%

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.