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3106.T$9690.00-2.71%
Fair $9690.00+0.0%

3106.T

Kurabo Industries Ltd.

Industrials / ConglomeratesTokyo

$9690.00

-270.00 (-2.71%)

Fairly Valued+0.0%Fair Value $9690.00Fund rank 31/100 · Data gapFallback financials|
SA 61/B
F-Score: 8/9
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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $5.5B · quality 59.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

61/100

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: 1unknown: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 3106.TLocal privado en este navegador · Kurabo Industries 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

$154.4B

P/E

12.4x

↓

EV/EBITDA

9.6x

↓

ROE

7.5%

↑

Gross Margin

21.0%

↓

Debt/Equity

0.09

↓
52-Week Range$9690
$6240$11580

TradingView lightweight chart

3106.T price, volumen y niveles de valoración

Último $9,690Periodo +490.9%
Fair value: $9,690

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

+4.4%

FCF CAGR

-1.7%

FCF margin

3.6%

FCF / Net income

0.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $150.66B · net income $9.01B · FCF $5.46B

2022-FY → 2025-FY

Gross margin

21.0%+0.3% pts

Operating margin

6.8%+1.2% pts

Net margin

6.0%+1.7% pts

FCF margin

3.6%-0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$150.66B$150.66B$151.31B$153.52B$132.22B
Net Income$9.01B$9.01B$6.74B$5.52B$5.60B
EBITDA$17.25B$17.25B$15.97B$13.15B$13.80B
EPS516.19516.19362.50287.08280.35
Gross Margin21.0%21.0%20.0%19.2%20.7%
Operating Margin6.8%6.8%6.1%5.7%5.7%
Net Margin6.0%6.0%4.5%3.6%4.2%
Balance Sheet
Debt/Equity0.090.090.110.150.14
Current Ratio2.272.27———
Cash Flow
Free Cash Flow$5.46B$5.46B$8.27B$-2.02B$5.76B
Returns
ROE7.5%7.5%5.8%5.4%5.8%
Valuation
P/E12.3912.399.708.456.06
EV/EBITDA9.569.563.853.932.40
P/B1.411.410.560.460.35
Growth & Yield
Revenue Growth-0.4%-0.4%-1.4%16.1%—
EPS Growth42.4%42.4%26.3%2.4%—
Dividend Yield0.7%0.7%———

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

18.5%

exigente

EPS terminal req.

$859.83

Spread vs growth

23.9%

5Y implied EPS CAGR

15.0%

exigente

EPS terminal req.

$1040.39

Spread vs growth

27.3%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$1675.56

Spread vs growth

29.9%

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 +55.0%

Total return

+55.0%

Start / end P/E

17.3x → 18.8x

EPS bridge

362.50 → 516.19

Residual

+3.5%

EPS growth+42.4%
Multiple rerating+8.4%
Dividend+0.7%
Residual / FX / buybacks / cross-term+3.5%

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.