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3204.T$506.00-1.54%
Fair $506.00+0.0%

3204.T

Toabo Corporation

Industrials / ConglomeratesTokyo

$506.00

-8.00 (-1.54%)

Fairly Valued+0.0%Fair Value $506.00Fund rank 23/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9
Declining RevenueLow 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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $150.0M · quality 35.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

48/100

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: 2unknown: 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 ROE is 4.7%, below the 5% threshold
Thesis & Journal · 3204.TLocal privado en este navegador · Toabo Corporation
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

$4.5B

P/E

6.8x

↓

EV/EBITDA

8.3x

↓

ROE

4.7%

↓

Gross Margin

20.5%

↓

Debt/Equity

0.83

↑
52-Week Range$506
$386$557

TradingView lightweight chart

3204.T price, volumen y niveles de valoración

Último $511.00Periodo -27.0%
Fair value: $506.00

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

+0.9%

FCF CAGR

—

FCF margin

3.9%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.47B · net income $656.0M · FCF $674.0M

2022-FY → 2025-FY

Gross margin

20.5%+1.8% pts

Operating margin

3.3%+0.2% pts

Net margin

3.8%+2.2% pts

FCF margin

3.9%+6.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$17.47B$17.47B$18.42B$19.04B$17.00B
Net Income$656.0M$656.0M$799.0M$573.0M$269.0M
EBITDA$1.71B$1.71B$1.41B$1.00B$923.0M
EPS74.5174.5190.7364.2930.18
Gross Margin20.5%20.5%19.6%19.0%18.7%
Operating Margin3.3%3.3%3.7%3.9%3.0%
Net Margin3.8%3.8%4.3%3.0%1.6%
Balance Sheet
Debt/Equity0.830.830.961.031.04
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$674.0M$674.0M$150.0M$-160.0M$-505.0M
Returns
ROE4.7%4.7%6.0%4.6%2.3%
Valuation
P/E6.796.794.416.6911.46
EV/EBITDA8.298.299.9014.2413.94
P/B0.320.320.260.310.26
Growth & Yield
Revenue Growth-5.1%-5.1%-3.3%12.0%—
EPS Growth-17.9%-17.9%41.1%113.0%—
Dividend Yield2.9%2.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-15.5%

fácil

EPS terminal req.

$44.90

Spread vs growth

-2.3%

5Y implied EPS CAGR

-6.1%

fácil

EPS terminal req.

$54.33

Spread vs growth

-11.8%

10Y implied EPS CAGR

1.6%

fácil

EPS terminal req.

$87.50

Spread vs growth

-19.5%

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 +31.7%

Total return

+31.7%

Start / end P/E

4.4x → 6.9x

EPS bridge

90.73 → 74.51

Residual

-10.1%

EPS growth-17.9%
Multiple rerating+56.7%
Dividend+2.9%
Residual / FX / buybacks / cross-term-10.1%

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.