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3121.T$225.00+0.45%
Fair $225.00+0.0%

3121.T

MBK Co.,Ltd.

Financial Services / Asset ManagementTokyo

$225.00

+1.00 (+0.45%)

Fairly Valued+0.0%Fair Value $225.00Fund rank 19/100 · Data gapFallback financials|
SA 20/D
F-Score: 3/9
High DebtLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 0.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

20/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 2.26, above the 2.0 threshold ROE is -1.8%, below the 5% threshold
Thesis & Journal · 3121.TLocal privado en este navegador · MBK Co.,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

$7.1B

P/E

N/A

•

EV/EBITDA

35.1x

↑

ROE

-1.8%

↓

Gross Margin

23.3%

↓

Debt/Equity

2.26

↑
52-Week Range$225
$189$379

TradingView lightweight chart

3121.T price, volumen y niveles de valoración

Último $225.00Periodo +19.6%
Fair value: $225.00

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

+7.5%

FCF CAGR

+32.6%

FCF margin

41.7%

FCF / Net income

-16.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.38B · net income $-85.8M · FCF $1.41B

2022-FY → 2025-FY

Gross margin

23.3%-10.3% pts

Operating margin

8.4%-3.9% pts

Net margin

-2.5%-5.1% pts

FCF margin

41.7%+19.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.38B$3.38B$4.45B$4.35B$2.72B
Net Income$-85.8M$-85.8M$182.4M$-66.1M$70.7M
EBITDA$443.5M$443.5M$701.4M$257.8M$401.6M
EPS——6.23-2.252.48
Gross Margin23.3%23.3%24.1%23.0%33.7%
Operating Margin8.4%8.4%7.3%8.2%12.3%
Net Margin-2.5%-2.5%4.1%-1.5%2.6%
Balance Sheet
Debt/Equity2.262.262.831.501.57
Current Ratio6.206.20———
Cash Flow
Free Cash Flow$1.41B$1.41B$-2.32B$935.5M$605.0M
Returns
ROE-1.8%-1.8%4.4%-1.7%1.7%
Valuation
P/E——45.43—119.76
EV/EBITDA35.0935.0926.8848.3734.59
P/B1.431.431.982.072.05
Growth & Yield
Revenue Growth-23.9%-23.9%2.2%60.0%—
EPS Growth——376.9%-190.7%—
Dividend Yield0.9%0.9%———

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 -24.9%

Total return

-24.9%

Start / end P/E

n/dx → n/dx

EPS bridge

6.23 → n/d

Residual

-25.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.9%
Residual / FX / buybacks / cross-term-25.7%

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.