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3431.T$1458.00+0.07%
Fair $1458.00+0.0%

3431.T

Miyaji Engineering Group,Inc.

Industrials / Engineering & ConstructionTokyo

$1458.00

+1.00 (+0.07%)

Fairly Valued+0.0%Fair Value $1458.00Fund rank 29/100 · Data gapFallback financials|
SA 49/C
F-Score: 3/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-751.0M · quality 50.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

49/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 3431.TLocal privado en este navegador · Miyaji Engineering Group,Inc.
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

$38.7B

P/E

11.8x

↓

EV/EBITDA

2.8x

↓

ROE

12.0%

↑

Gross Margin

19.0%

↓

Debt/Equity

0.20

↓
52-Week Range$1458
$1429$2157

TradingView lightweight chart

3431.T price, volumen y niveles de valoración

Último $1,458Periodo +165.1%
Fair value: $1,458

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

+8.8%

FCF CAGR

—

FCF margin

-7.1%

FCF / Net income

-1.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $74.72B · net income $4.86B · FCF $-5.31B

2022-FY → 2025-FY

Gross margin

19.0%+3.1% pts

Operating margin

12.3%+2.3% pts

Net margin

6.5%+0.6% pts

FCF margin

-7.1%-25.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$74.72B$74.72B$69.36B$60.28B$58.00B
Net Income$4.86B$4.86B$4.35B$3.08B$3.41B
EBITDA$10.89B$10.89B$9.01B$6.35B$7.08B
EPS181.78181.78159.97113.06125.13
Gross Margin19.0%19.0%18.5%15.0%15.9%
Operating Margin12.3%12.3%11.4%8.5%10.0%
Net Margin6.5%6.5%6.3%5.1%5.9%
Balance Sheet
Debt/Equity0.200.200.010.000.01
Current Ratio1.971.97———
Cash Flow
Free Cash Flow$-5.31B$-5.31B$6.88B$-751.0M$10.73B
Returns
ROE12.0%12.0%11.0%8.7%10.2%
Valuation
P/E11.8411.8412.668.176.91
EV/EBITDA2.812.814.031.831.13
P/B0.960.961.390.710.71
Growth & Yield
Revenue Growth7.7%7.7%15.1%3.9%—
EPS Growth13.6%13.6%41.5%-9.6%—
Dividend Yield5.1%5.1%———

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

-10.7%

fácil

EPS terminal req.

$129.37

Spread vs growth

24.3%

5Y implied EPS CAGR

-2.9%

fácil

EPS terminal req.

$156.54

Spread vs growth

16.6%

10Y implied EPS CAGR

3.3%

fácil

EPS terminal req.

$252.11

Spread vs growth

10.3%

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 -13.2%

Total return

-13.2%

Start / end P/E

11.2x → 8.0x

EPS bridge

159.97 → 181.78

Residual

-3.8%

EPS growth+13.6%
Multiple rerating-28.2%
Dividend+5.1%
Residual / FX / buybacks / cross-term-3.8%

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.