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2972.T$118100.00-2.40%
Fair $118100.00+0.0%

2972.T

SANKEI REAL ESTATE Inc.

Real Estate / REIT - OfficeTokyo

$118100.00

-2900.00 (-2.40%)

Fairly Valued+0.0%Fair Value $118100.00Fund rank 21/100 · Data gapFallback financials|
SA 31/D
F-Score: 7/9
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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 18.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

31/100

D

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: 1unknown: 4
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. ROE is 4.4%, below the 5% threshold
Thesis & Journal · 2972.TLocal privado en este navegador · SANKEI REAL ESTATE Inc.
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

$55.2B

P/E

25.1x

↑

EV/EBITDA

29.8x

↑

ROE

4.4%

↑

Gross Margin

65.6%

↑

Debt/Equity

0.99

↑
52-Week Range$118100
$86200$134000

TradingView lightweight chart

2972.T price, volumen y niveles de valoración

Último $118,100Periodo +18.0%
Fair value: $118,100

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

-4.1%

FCF CAGR

—

FCF margin

110.0%

FCF / Net income

2.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.13B · net income $2.25B · FCF $5.64B

2022-FY → 2025-FY

Gross margin

65.6%+0.9% pts

Operating margin

52.7%-2.0% pts

Net margin

43.8%-5.5% pts

FCF margin

110.0%+491.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.13B$5.13B$4.92B$5.64B$5.81B
Net Income$2.25B$2.25B$2.21B$2.21B$2.87B
EBITDA$3.26B$3.26B$3.14B$3.08B$3.68B
EPS4811.504811.504738.394723.286142.13
Gross Margin65.6%65.6%65.5%56.6%64.7%
Operating Margin52.7%52.7%52.8%45.7%54.6%
Net Margin43.8%43.8%45.0%39.1%49.4%
Balance Sheet
Debt/Equity0.990.990.991.130.99
Current Ratio0.580.58———
Cash Flow
Free Cash Flow$5.64B$5.64B$-17.77B$-4.26B$-22.15B
Returns
ROE4.4%4.4%4.4%4.4%5.6%
Valuation
P/E25.1325.1316.8620.1615.74
EV/EBITDA29.7629.7626.2431.0924.41
P/B1.091.090.740.880.89
Growth & Yield
Revenue Growth4.2%4.2%-12.8%-2.8%—
EPS Growth1.5%1.5%0.3%-23.1%—
Dividend Yield5.0%5.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

29.6%

muy exigente

EPS terminal req.

$10479.41

Spread vs growth

-28.1%

5Y implied EPS CAGR

21.4%

exigente

EPS terminal req.

$12680.08

Spread vs growth

-19.8%

10Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$20421.40

Spread vs growth

-14.0%

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 +39.4%

Total return

+39.4%

Start / end P/E

18.6x → 24.5x

EPS bridge

4738.39 → 4811.50

Residual

+0.5%

EPS growth+1.5%
Multiple rerating+32.3%
Dividend+5.0%
Residual / FX / buybacks / cross-term+0.5%

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.