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3439.T$670.00-1.76%
Fair $670.00+0.0%

3439.T

Mitsuchi Corporation

Consumer Cyclical / Auto PartsTokyo

$670.00

-12.00 (-1.76%)

Fairly Valued+0.0%Fair Value $670.00Fund rank 32/100 · Data gapFallback financials|
SA 40/C
F-Score: 8/9
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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $441.4M · quality 61.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

40/100

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: 1unknown: 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. ROE is 4.2%, below the 5% threshold
Thesis & Journal · 3439.TLocal privado en este navegador · Mitsuchi Corporation
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

95.2x

↑

EV/EBITDA

1.8x

↓

ROE

4.2%

↓

Gross Margin

17.3%

↓

Debt/Equity

0.36

↓
52-Week Range$670
$605$790

TradingView lightweight chart

3439.T price, volumen y niveles de valoración

Último $670.00Periodo -53.4%
Fair value: $670.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-1.6%

FCF CAGR

+2.9%

FCF margin

8.6%

FCF / Net income

2.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.15B · net income $419.3M · FCF $1.13B

2021-FY → 2024-FY

Gross margin

17.3%+1.1% pts

Operating margin

3.5%+0.4% pts

Net margin

3.2%+0.2% pts

FCF margin

8.6%+1.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$13.15B$13.15B$12.56B$12.45B$13.78B
Net Income$419.3M$419.3M$-32.2M$395.4M$415.9M
EBITDA$1.37B$1.37B$833.6M$1.32B$1.34B
EPS82.8382.83-6.3778.1182.15
Gross Margin17.3%17.3%14.0%18.0%16.1%
Operating Margin3.5%3.5%-0.3%2.8%3.1%
Net Margin3.2%3.2%-0.3%3.2%3.0%
Balance Sheet
Debt/Equity0.360.360.480.500.59
Current Ratio2.432.43———
Cash Flow
Free Cash Flow$1.13B$1.13B$-76.2M$441.4M$1.04B
Returns
ROE4.2%4.2%-0.3%4.4%4.8%
Valuation
P/E95.1795.17—13.9414.32
EV/EBITDA1.771.776.254.495.02
P/B0.340.340.520.610.69
Growth & Yield
Revenue Growth4.7%4.7%0.9%-9.7%—
EPS Growth1400.3%1400.3%-108.2%-4.9%—
Dividend Yield3.0%3.0%———

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

-10.5%

fácil

EPS terminal req.

$59.45

Spread vs growth

1410.8%

5Y implied EPS CAGR

-2.8%

fácil

EPS terminal req.

$71.94

Spread vs growth

1403.1%

10Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$115.85

Spread vs growth

1396.9%

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 +8.7%

Total return

+8.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-6.37 → 82.83

Residual

+5.7%

EPS growthn/d
Multiple reratingn/d
Dividend+3.0%
Residual / FX / buybacks / cross-term+5.7%

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.