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3297.T$1156.00-0.77%
Fair $1156.00+0.0%

3297.T

Toubujyuhan Co.,Ltd.

Real Estate / Real Estate ServicesTokyo

$1156.00

-9.00 (-0.77%)

Fairly Valued+0.0%Fair Value $1156.00Fund rank 26/100 · Data gapFallback financials|
SA 50/C
F-Score: 7/9

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 34.0/100

Data gap 26/100
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

50/100

C

Piotroski

7/9

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 · 3297.TLocal privado en este navegador · Toubujyuhan 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

$3.1B

P/E

8.9x

↓

EV/EBITDA

5.1x

↓

ROE

7.7%

↑

Gross Margin

27.3%

↓

Debt/Equity

0.20

↓
52-Week Range$1156
$1067$1390

TradingView lightweight chart

3297.T price, volumen y niveles de valoración

Último $1,156Periodo +81.3%
Fair value: $1,156

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

+3.0%

FCF CAGR

—

FCF margin

12.6%

FCF / Net income

3.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.19B · net income $343.1M · FCF $1.03B

2022-FY → 2025-FY

Gross margin

27.3%-2.5% pts

Operating margin

6.2%-1.3% pts

Net margin

4.2%-1.0% pts

FCF margin

12.6%+14.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.19B$8.19B$7.26B$7.67B$7.48B
Net Income$343.1M$343.1M$212.9M$376.8M$387.6M
EBITDA$555.6M$555.6M$354.7M$589.5M$607.4M
EPS126.60126.6078.53139.91143.98
Gross Margin27.3%27.3%27.6%28.7%29.8%
Operating Margin6.2%6.2%4.3%7.2%7.6%
Net Margin4.2%4.2%2.9%4.9%5.2%
Balance Sheet
Debt/Equity0.200.200.370.230.25
Current Ratio4.054.05———
Cash Flow
Free Cash Flow$1.03B$1.03B$-491.2M$86.6M$-132.1M
Returns
ROE7.7%7.7%5.1%9.2%10.3%
Valuation
P/E8.948.9414.067.856.94
EV/EBITDA5.125.1210.255.104.50
P/B0.710.710.710.730.71
Growth & Yield
Revenue Growth12.7%12.7%-5.3%2.5%—
EPS Growth61.2%61.2%-43.9%-2.8%—
Dividend Yield3.4%3.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-6.8%

fácil

EPS terminal req.

$102.58

Spread vs growth

68.0%

5Y implied EPS CAGR

-0.4%

fácil

EPS terminal req.

$124.12

Spread vs growth

61.6%

10Y implied EPS CAGR

4.7%

fácil

EPS terminal req.

$199.89

Spread vs growth

56.5%

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 -4.2%

Total return

-4.2%

Start / end P/E

15.9x → 9.1x

EPS bridge

78.53 → 126.60

Residual

-26.1%

EPS growth+61.2%
Multiple rerating-42.7%
Dividend+3.4%
Residual / FX / buybacks / cross-term-26.1%

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.