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3104.T$4065.00+2.01%
Fair $4065.00+0.0%

3104.T

Fujibo Holdings, Inc.

Consumer Cyclical / Textile ManufacturingTokyo

$4065.00

+80.00 (+2.01%)

Fairly Valued+0.0%Fair Value $4065.00Fund rank 34/100 · Data gapFallback financials|
SA 69/B
F-Score: 8/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.8B · quality 68.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

69/100

B

Piotroski

8/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 3104.TLocal privado en este navegador · Fujibo Holdings, 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

$137.1B

P/E

24.0x

↑

EV/EBITDA

12.5x

↑

ROE

9.4%

↑

Gross Margin

34.7%

↑

Debt/Equity

0.01

↓
52-Week Range$4065
$1600$4545

TradingView lightweight chart

3104.T price, volumen y niveles de valoración

Último $4,065Periodo +2339.0%
Fair value: $4,065

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

+6.1%

FCF CAGR

-29.0%

FCF margin

4.3%

FCF / Net income

0.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $42.91B · net income $4.48B · FCF $1.83B

2022-FY → 2025-FY

Gross margin

34.7%-0.6% pts

Operating margin

15.1%-1.3% pts

Net margin

10.4%-2.0% pts

FCF margin

4.3%-10.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$42.91B$42.91B$36.11B$37.67B$35.92B
Net Income$4.48B$4.48B$2.12B$3.40B$4.46B
EBITDA$10.18B$10.18B$6.74B$8.21B$9.34B
EPS135.27135.2761.7498.85—
Gross Margin34.7%34.7%29.4%32.2%35.3%
Operating Margin15.1%15.1%7.8%12.9%16.4%
Net Margin10.4%10.4%5.9%9.0%12.4%
Balance Sheet
Debt/Equity0.010.010.040.030.04
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$1.83B$1.83B$1.66B$2.50B$5.13B
Returns
ROE9.4%9.4%4.8%7.9%11.0%
Valuation
P/E24.0424.0422.7810.69—
EV/EBITDA12.4812.486.163.623.16
P/B2.832.831.100.850.90
Growth & Yield
Revenue Growth18.8%18.8%-4.1%4.9%—
EPS Growth119.1%119.1%-37.5%——
Dividend Yield2.0%2.0%———

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

38.7%

muy exigente

EPS terminal req.

$360.70

Spread vs growth

80.4%

5Y implied EPS CAGR

26.4%

muy exigente

EPS terminal req.

$436.45

Spread vs growth

92.7%

10Y implied EPS CAGR

17.9%

exigente

EPS terminal req.

$702.90

Spread vs growth

101.2%

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 +153.4%

Total return

+153.4%

Start / end P/E

26.2x → 30.1x

EPS bridge

61.74 → 135.27

Residual

+17.6%

EPS growth+119.1%
Multiple rerating+14.8%
Dividend+2.0%
Residual / FX / buybacks / cross-term+17.6%

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.