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3242.T$513.00-2.08%
Fair $513.00+0.0%

3242.T

Urbanet Corporation Co.,Ltd.

Real Estate / Real Estate - DiversifiedTokyo

$513.00

-11.00 (-2.08%)

Fairly Valued+0.0%Fair Value $513.00Fund rank 18/100 · Data gapFallback financials|
SA 37/D
F-Score: 2/9
High Debt

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 43.0/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

37/100

D

Piotroski

2/9

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 NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Debt-to-Equity ratio is 2.40, above the 2.0 threshold
Thesis & Journal · 3242.TLocal privado en este navegador · Urbanet Corporation 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

$19.0B

P/E

4.5x

↓

EV/EBITDA

13.6x

↑

ROE

10.7%

↑

Gross Margin

19.0%

↓

Debt/Equity

2.40

↑
52-Week Range$513
$461$633

TradingView lightweight chart

3242.T price, volumen y niveles de valoración

Último $518.00Periodo -21.2%
Fair value: $513.00

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

+20.1%

FCF CAGR

—

FCF margin

-28.7%

FCF / Net income

-5.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.93B · net income $1.85B · FCF $-9.75B

2022-FY → 2025-FY

Gross margin

19.0%+1.0% pts

Operating margin

10.3%-1.1% pts

Net margin

5.5%-1.2% pts

FCF margin

-28.7%-29.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.93B$33.93B$27.97B$20.26B$19.61B
Net Income$1.85B$1.85B$1.70B$1.45B$1.31B
EBITDA$3.48B$3.48B$2.93B$2.54B$2.31B
EPS56.2256.22—46.3341.89
Gross Margin19.0%19.0%16.6%19.9%18.1%
Operating Margin10.3%10.3%9.7%12.0%11.3%
Net Margin5.5%5.5%6.1%7.1%6.7%
Balance Sheet
Debt/Equity2.402.401.941.941.64
Current Ratio3.943.94———
Cash Flow
Free Cash Flow$-9.75B$-9.75B$2.86B$-2.86B$97.5M
Returns
ROE10.7%10.7%11.3%10.7%10.3%
Valuation
P/E4.464.46—7.237.04
EV/EBITDA13.5713.5711.4010.859.43
P/B0.970.970.850.770.72
Growth & Yield
Revenue Growth21.3%21.3%38.0%3.4%—
EPS Growth———10.6%—
Dividend Yield4.3%4.3%———

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

-6.8%

fácil

EPS terminal req.

$45.52

Spread vs growth

28.1%

5Y implied EPS CAGR

-0.4%

fácil

EPS terminal req.

$55.08

Spread vs growth

21.7%

10Y implied EPS CAGR

4.7%

fácil

EPS terminal req.

$88.71

Spread vs growth

16.7%

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 +14.2%

Total return

+14.2%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 56.22

Residual

+10.0%

EPS growthn/d
Multiple reratingn/d
Dividend+4.3%
Residual / FX / buybacks / cross-term+10.0%

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.