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3277.T$1268.00+0.79%
Fair $1268.00+0.0%

3277.T

Sansei Landic Co.,Ltd

Real Estate / Real Estate ServicesTokyo

$1268.00

+10.00 (+0.79%)

Fairly Valued+0.0%Fair Value $1268.00Fund rank 19/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9

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 38.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 3/100Data 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

34/100

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: 0unknown: 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.
Thesis & Journal · 3277.TLocal privado en este navegador · Sansei Landic 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

$10.3B

P/E

8.0x

↓

EV/EBITDA

13.3x

↑

ROE

9.6%

↑

Gross Margin

30.0%

↓

Debt/Equity

1.86

↑
52-Week Range$1268
$1069$1555

TradingView lightweight chart

3277.T price, volumen y niveles de valoración

Último $1,268Periodo +190.2%
Fair value: $1,268

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

+14.6%

FCF CAGR

—

FCF margin

-26.5%

FCF / Net income

-4.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.35B · net income $1.29B · FCF $-6.19B

2022-FY → 2025-FY

Gross margin

30.0%-2.5% pts

Operating margin

9.6%+0.2% pts

Net margin

5.5%-1.3% pts

FCF margin

-26.5%+33.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$23.35B$23.35B$25.62B$23.27B$15.53B
Net Income$1.29B$1.29B$1.05B$1.18B$1.06B
EBITDA$2.32B$2.32B$1.94B$2.11B$1.48B
EPS——127.22143.72129.01
Gross Margin30.0%30.0%24.6%27.3%32.5%
Operating Margin9.6%9.6%7.3%9.3%9.5%
Net Margin5.5%5.5%4.1%5.1%6.8%
Balance Sheet
Debt/Equity1.861.861.451.401.48
Current Ratio1.641.64———
Cash Flow
Free Cash Flow$-6.19B$-6.19B$1.01B$-316.2M$-9.30B
Returns
ROE9.6%9.6%8.2%9.8%9.6%
Valuation
P/E7.987.987.497.036.39
EV/EBITDA13.2513.2510.9910.1613.03
P/B0.760.760.620.690.61
Growth & Yield
Revenue Growth-8.9%-8.9%10.1%49.8%—
EPS Growth——-11.5%11.4%—
Dividend Yield2.4%2.4%———

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 +14.5%

Total return

+14.5%

Start / end P/E

n/dx → n/dx

EPS bridge

127.22 → n/d

Residual

+12.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.4%
Residual / FX / buybacks / cross-term+12.1%

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.