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3123.T$643.00-0.31%
Fair $643.00+0.0%

3123.T

Saibo Co., Ltd.

Consumer Cyclical / Textile ManufacturingTokyo

$643.00

-2.00 (-0.31%)

Fairly Valued+0.0%Fair Value $643.00Fund rank 30/100 · Data gapFallback financials|
SA 50/C
F-Score: 5/9
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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 45.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

50/100

C

Piotroski

5/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 4.8%, below the 5% threshold
Thesis & Journal · 3123.TLocal privado en este navegador · Saibo 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

$8.2B

P/E

7.7x

↓

EV/EBITDA

6.4x

↓

ROE

4.8%

↓

Gross Margin

26.2%

↓

Debt/Equity

0.73

↑
52-Week Range$643
$467$731

TradingView lightweight chart

3123.T price, volumen y niveles de valoración

Último $643.00Periodo +12.2%
Fair value: $643.00

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

+4.8%

FCF CAGR

—

FCF margin

19.0%

FCF / Net income

2.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.30B · net income $859.6M · FCF $1.96B

2022-FY → 2025-FY

Gross margin

26.2%+5.4% pts

Operating margin

7.8%+0.6% pts

Net margin

8.3%+2.8% pts

FCF margin

19.0%+30.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.30B$10.30B$11.42B$10.18B$8.96B
Net Income$859.6M$859.6M$945.7M$733.2M$499.6M
EBITDA$2.72B$2.72B$2.92B$2.61B$2.20B
EPS65.7865.7871.7055.4937.80
Gross Margin26.2%26.2%23.2%23.5%20.8%
Operating Margin7.8%7.8%8.6%10.7%7.2%
Net Margin8.3%8.3%8.3%7.2%5.6%
Balance Sheet
Debt/Equity0.730.730.810.941.09
Current Ratio2.712.71———
Cash Flow
Free Cash Flow$1.96B$1.96B$1.94B$1.93B$-1.06B
Returns
ROE4.8%4.8%5.5%4.6%3.3%
Valuation
P/E7.737.737.247.8911.40
EV/EBITDA6.386.385.936.929.02
P/B0.470.470.400.360.37
Growth & Yield
Revenue Growth-9.8%-9.8%12.2%13.7%—
EPS Growth-8.3%-8.3%29.2%46.8%—
Dividend Yield2.8%2.8%———

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

-4.6%

fácil

EPS terminal req.

$57.06

Spread vs growth

-3.6%

5Y implied EPS CAGR

1.0%

fácil

EPS terminal req.

$69.04

Spread vs growth

-9.2%

10Y implied EPS CAGR

5.4%

razonable

EPS terminal req.

$111.19

Spread vs growth

-13.6%

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 +39.6%

Total return

+39.6%

Start / end P/E

6.6x → 9.8x

EPS bridge

71.70 → 65.78

Residual

-4.1%

EPS growth-8.3%
Multiple rerating+49.1%
Dividend+2.8%
Residual / FX / buybacks / cross-term-4.1%

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.