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3153.T$2770.00-2.96%
Fair $2770.00+0.0%

3153.T

Yashima Denki Co., Ltd.

Industrials / Industrial DistributionTokyo

$2770.00

-84.00 (-2.96%)

Fairly Valued+0.0%Fair Value $2770.00Fund rank 33/100 · Data gapFallback financials|
SA 56/C
F-Score: 5/9

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 $2.2B · quality 65.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

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: 0unknown: 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.
Thesis & Journal · 3153.TLocal privado en este navegador · Yashima Denki 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

$58.5B

P/E

11.5x

↓

EV/EBITDA

7.1x

↓

ROE

13.1%

↑

Gross Margin

22.2%

↓

Debt/Equity

0.02

↓
52-Week Range$2770
$1647$3655

TradingView lightweight chart

3153.T price, volumen y niveles de valoración

Último $2,758Periodo +375.5%
Fair value: $2,770

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

+3.2%

FCF CAGR

+39.7%

FCF margin

3.4%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $66.07B · net income $4.01B · FCF $2.23B

2022-FY → 2025-FY

Gross margin

22.2%+3.2% pts

Operating margin

8.0%+4.4% pts

Net margin

6.1%+3.5% pts

FCF margin

3.4%+2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$66.07B$66.07B$64.86B$60.27B$60.04B
Net Income$4.01B$4.01B$2.66B$1.92B$1.53B
EBITDA$6.26B$6.26B$4.30B$3.28B$2.75B
EPS——125.2290.1071.63
Gross Margin22.2%22.2%19.7%18.7%19.0%
Operating Margin8.0%8.0%6.0%4.6%3.5%
Net Margin6.1%6.1%4.1%3.2%2.5%
Balance Sheet
Debt/Equity0.020.020.030.050.05
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$2.23B$2.23B$581.0M$2.78B$817.0M
Returns
ROE13.1%13.1%9.7%7.9%6.7%
Valuation
P/E11.4711.4712.0313.3412.83
EV/EBITDA7.067.064.614.483.40
P/B1.921.921.171.060.86
Growth & Yield
Revenue Growth1.9%1.9%7.6%0.4%—
EPS Growth——39.0%25.8%—
Dividend Yield3.6%3.6%———

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 +64.2%

Total return

+64.2%

Start / end P/E

n/dx → n/dx

EPS bridge

125.22 → n/d

Residual

+60.5%

EPS growthn/d
Multiple reratingn/d
Dividend+3.6%
Residual / FX / buybacks / cross-term+60.5%

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.