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3306.T$605.00+0.50%
Fair $605.00+0.0%

3306.T

The Nihon Seima Co.,Ltd.

Industrials / ConglomeratesTokyo

$605.00

+3.00 (+0.50%)

Fairly Valued+0.0%Fair Value $605.00Fund rank 28/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9
Low 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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $111.3M · quality 47.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

51/100

C

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: 1unknown: 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. ROE is 4.1%, below the 5% threshold
Thesis & Journal · 3306.TLocal privado en este navegador · The Nihon Seima 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

$2.7B

P/E

4.9x

↓

EV/EBITDA

4.3x

↓

ROE

4.1%

↓

Gross Margin

24.0%

↓

Debt/Equity

0.41

↑
52-Week Range$605
$495$990

TradingView lightweight chart

3306.T price, volumen y niveles de valoración

Último $605.00Periodo +51.2%
Fair value: $605.00

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

+12.0%

FCF CAGR

—

FCF margin

-6.8%

FCF / Net income

-2.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.42B · net income $101.4M · FCF $-302.7M

2022-FY → 2025-FY

Gross margin

24.0%+1.2% pts

Operating margin

5.8%+4.0% pts

Net margin

2.3%+0.8% pts

FCF margin

-6.8%-7.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.42B$4.42B$4.33B$3.73B$3.15B
Net Income$101.4M$101.4M$127.9M$95.5M$48.3M
EBITDA$327.2M$327.2M$370.4M$238.1M$123.0M
EPS26.2626.2634.8926.0413.18
Gross Margin24.0%24.0%24.1%24.1%22.8%
Operating Margin5.8%5.8%7.1%4.4%1.8%
Net Margin2.3%2.3%3.0%2.6%1.5%
Balance Sheet
Debt/Equity0.410.410.400.470.54
Current Ratio2.262.26———
Cash Flow
Free Cash Flow$-302.7M$-302.7M$223.2M$111.3M$13.5M
Returns
ROE4.1%4.1%6.9%5.8%3.3%
Valuation
P/E4.904.9017.9127.7628.07
EV/EBITDA4.264.264.139.0010.87
P/B0.940.941.241.610.93
Growth & Yield
Revenue Growth2.0%2.0%16.1%18.5%—
EPS Growth-24.7%-24.7%34.0%97.6%—
Dividend Yield0.7%0.7%———

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

26.9%

muy exigente

EPS terminal req.

$53.68

Spread vs growth

-51.7%

5Y implied EPS CAGR

19.9%

exigente

EPS terminal req.

$64.96

Spread vs growth

-44.6%

10Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$104.61

Spread vs growth

-39.6%

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 +21.7%

Total return

+21.7%

Start / end P/E

14.3x → 23.0x

EPS bridge

34.89 → 26.26

Residual

-15.0%

EPS growth-24.7%
Multiple rerating+60.8%
Dividend+0.7%
Residual / FX / buybacks / cross-term-15.0%

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.