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3023.T$1689.00-1.34%
Fair $1689.00+0.0%

3023.T

Rasa Corporation

Basic Materials / Other Industrial Metals & MiningTokyo

$1689.00

-23.00 (-1.34%)

Fairly Valued+0.0%Fair Value $1689.00Fund rank 33/100 · Data gapFallback financials|
SA 56/C
F-Score: 7/9
Declining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.5B · quality 67.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

56/100

C

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years
Thesis & Journal · 3023.TLocal privado en este navegador · Rasa 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

$17.8B

P/E

7.6x

↓

EV/EBITDA

5.3x

↓

ROE

9.5%

↑

Gross Margin

25.8%

↑

Debt/Equity

0.18

↓
52-Week Range$1689
$1413$2502

TradingView lightweight chart

3023.T price, volumen y niveles de valoración

Último $1,689Periodo +108.5%
Fair value: $1,689

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

-5.3%

FCF CAGR

+50.4%

FCF margin

10.5%

FCF / Net income

1.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $26.57B · net income $2.08B · FCF $2.79B

2022-FY → 2025-FY

Gross margin

25.8%+5.0% pts

Operating margin

9.5%+1.4% pts

Net margin

7.8%+1.4% pts

FCF margin

10.5%+7.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$26.57B$26.57B$27.92B$29.66B$31.33B
Net Income$2.08B$2.08B$2.00B$2.11B$2.01B
EBITDA$3.17B$3.17B$3.09B$3.25B$3.15B
EPS189.94189.94177.97183.97173.22
Gross Margin25.8%25.8%23.7%23.6%20.8%
Operating Margin9.5%9.5%8.9%9.6%8.1%
Net Margin7.8%7.8%7.2%7.1%6.4%
Balance Sheet
Debt/Equity0.180.180.200.250.26
Current Ratio2.762.76———
Cash Flow
Free Cash Flow$2.79B$2.79B$660.0M$2.50B$821.0M
Returns
ROE9.5%9.5%9.3%10.5%10.5%
Valuation
P/E7.577.5710.737.455.70
EV/EBITDA5.295.296.804.693.82
P/B0.850.851.000.780.60
Growth & Yield
Revenue Growth-4.8%-4.8%-5.9%-5.3%—
EPS Growth6.7%6.7%-3.3%6.2%—
Dividend Yield4.7%4.7%———

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

-7.6%

fácil

EPS terminal req.

$149.87

Spread vs growth

14.3%

5Y implied EPS CAGR

-0.9%

fácil

EPS terminal req.

$181.34

Spread vs growth

7.6%

10Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$292.06

Spread vs growth

2.3%

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 +22.0%

Total return

+22.0%

Start / end P/E

8.1x → 8.9x

EPS bridge

177.97 → 189.94

Residual

+0.7%

EPS growth+6.7%
Multiple rerating+9.9%
Dividend+4.7%
Residual / FX / buybacks / cross-term+0.7%

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.