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v0.1
3433.T$3075.00-3.61%
Fair $3075.00+0.0%

3433.T

TOCALO Co.,Ltd.

Industrials / Specialty Business ServicesTokyo

$3075.00

-115.00 (-3.61%)

Fairly Valued+0.0%Fair Value $3075.00Fund rank 35/100 · Data gapFallback financials|
SA 59/C
F-Score: 8/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.5B · quality 75.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

59/100

C

Piotroski

8/9

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 · 3433.TLocal privado en este navegador · TOCALO 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

$182.9B

P/E

20.5x

↑

EV/EBITDA

11.1x

↑

ROE

13.3%

↑

Gross Margin

37.3%

↑

Debt/Equity

0.06

↓
52-Week Range$3075
$1722$3460

TradingView lightweight chart

3433.T price, volumen y niveles de valoración

Último $3,075Periodo +1052.2%
Fair value: $3,075

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

+7.4%

FCF CAGR

-12.6%

FCF margin

6.5%

FCF / Net income

0.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $54.23B · net income $8.05B · FCF $3.50B

2022-FY → 2025-FY

Gross margin

37.3%-0.5% pts

Operating margin

22.6%-0.8% pts

Net margin

14.8%-0.9% pts

FCF margin

6.5%-5.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$54.23B$54.23B$46.73B$48.14B$43.81B
Net Income$8.05B$8.05B$6.33B$7.35B$6.91B
EBITDA$15.51B$15.51B$12.71B$13.98B$13.24B
EPS1020.041020.04884.83120.83113.62
Gross Margin37.3%37.3%34.8%36.1%37.9%
Operating Margin22.6%22.6%19.7%21.9%23.4%
Net Margin14.8%14.8%13.5%15.3%15.8%
Balance Sheet
Debt/Equity0.060.060.090.050.09
Current Ratio3.983.98———
Cash Flow
Free Cash Flow$3.50B$3.50B$2.99B$5.19B$5.25B
Returns
ROE13.3%13.3%11.4%13.7%14.1%
Valuation
P/E20.5120.512.0410.3811.30
EV/EBITDA11.1011.107.514.464.93
P/B3.013.011.931.421.59
Growth & Yield
Revenue Growth16.0%16.0%-2.9%9.9%—
EPS Growth15.3%15.3%632.3%6.3%—
Dividend Yield2.7%2.7%———

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

-35.6%

fácil

EPS terminal req.

$272.86

Spread vs growth

50.8%

5Y implied EPS CAGR

-20.2%

fácil

EPS terminal req.

$330.15

Spread vs growth

35.5%

10Y implied EPS CAGR

-6.3%

fácil

EPS terminal req.

$531.72

Spread vs growth

21.6%

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 +77.4%

Total return

+77.4%

Start / end P/E

2.0x → 3.0x

EPS bridge

884.83 → 1020.04

Residual

+7.9%

EPS growth+15.3%
Multiple rerating+51.6%
Dividend+2.7%
Residual / FX / buybacks / cross-term+7.9%

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.