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3353.T$2700.00-1.35%
Fair $2700.00+0.0%

3353.T

Medical Ikkou Group Co.,Ltd.

Industrials / ConglomeratesTokyo

$2700.00

-37.00 (-1.35%)

Fairly Valued+0.0%Fair Value $2700.00Fund rank 30/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $656.2M · quality 50.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

54/100

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: 0unknown: 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.
Thesis & Journal · 3353.TLocal privado en este navegador · Medical Ikkou Group 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

$10.2B

P/E

8.0x

↓

EV/EBITDA

4.8x

↓

ROE

8.1%

↑

Gross Margin

11.8%

↓

Debt/Equity

0.66

↑
52-Week Range$2700
$2311$4410

TradingView lightweight chart

3353.T price, volumen y niveles de valoración

Último $2,710Periodo +54.9%
Fair value: $2,700

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+17.5%

FCF CAGR

-11.9%

FCF margin

1.2%

FCF / Net income

0.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $54.98B · net income $1.28B · FCF $656.2M

2023-FY → 2026-FY

Gross margin

11.8%+2.4% pts

Operating margin

3.3%+0.5% pts

Net margin

2.3%+0.1% pts

FCF margin

1.2%-1.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$54.98B$54.98B$48.39B$39.90B$33.90B
Net Income$1.28B$1.28B$1.13B$1.04B$759.6M
EBITDA$2.97B$2.97B$2.73B$2.50B$2.21B
EPS———276.70202.20
Gross Margin11.8%11.8%11.9%11.4%9.4%
Operating Margin3.3%3.3%3.5%3.9%2.8%
Net Margin2.3%2.3%2.3%2.6%2.2%
Balance Sheet
Debt/Equity0.660.660.710.720.76
Current Ratio1.651.65———
Cash Flow
Free Cash Flow$656.2M$656.2M$162.9M$3.95B$960.1M
Returns
ROE8.1%8.1%8.0%7.9%6.3%
Valuation
P/E7.977.97—8.3912.80
EV/EBITDA4.854.854.204.245.62
P/B0.650.650.580.660.81
Growth & Yield
Revenue Growth13.6%13.6%21.3%17.7%—
EPS Growth———36.8%—
Dividend Yield4.4%4.4%———

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 +19.0%

Total return

+19.0%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+14.6%

EPS growthn/d
Multiple reratingn/d
Dividend+4.4%
Residual / FX / buybacks / cross-term+14.6%

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.