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3459.T$96400.00-1.13%
Fair $96400.00+0.0%

3459.T

Samty Residential Investment Corporation

Real Estate / REIT - ResidentialTokyo

$96400.00

-1100.00 (-1.13%)

Fairly Valued+0.0%Fair Value $96400.00Fund rank 21/100 · Data gapFallback financials|
SA 26/D
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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 21.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 2/100Data 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

26/100

D

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · 3459.TLocal privado en este navegador · Samty Residential Investment 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

$82.2B

P/E

37.3x

↑

EV/EBITDA

22.6x

↑

ROE

5.0%

↑

Gross Margin

57.5%

↑

Debt/Equity

1.03

↑
52-Week Range$96400
$91200$122200

TradingView lightweight chart

3459.T price, volumen y niveles de valoración

Último $96,400Periodo -1.9%
Fair value: $96,400

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

+10.8%

FCF CAGR

—

FCF margin

42.3%

FCF / Net income

1.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.60B · net income $4.21B · FCF $4.90B

2021-FY → 2024-FY

Gross margin

57.5%-2.2% pts

Operating margin

44.7%-2.5% pts

Net margin

36.3%-5.0% pts

FCF margin

42.3%— pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$11.60B$11.60B$11.28B$10.25B$8.53B
Net Income$4.21B$4.21B$4.18B$3.97B$3.52B
EBITDA$7.17B$7.17B$7.07B$6.53B—
EPS5017.795017.79—5158.975514.06
Gross Margin57.5%57.5%58.5%59.7%59.7%
Operating Margin44.7%44.7%45.8%47.4%47.2%
Net Margin36.3%36.3%37.0%38.7%41.3%
Balance Sheet
Debt/Equity1.031.03—1.021.06
Current Ratio0.410.41———
Cash Flow
Free Cash Flow$4.90B$4.90B$-10.68B$-25.51B—
Returns
ROE5.0%5.0%—5.2%5.9%
Valuation
P/E37.3137.31—24.4821.73
EV/EBITDA22.6422.64—26.29—
P/B0.970.97—1.281.28
Growth & Yield
Revenue Growth2.8%2.8%10.1%20.1%—
EPS Growth———-6.4%—
Dividend Yield6.1%6.1%———

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

19.5%

exigente

EPS terminal req.

$8553.89

Spread vs growth

-16.6%

5Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$10350.21

Spread vs growth

-12.8%

10Y implied EPS CAGR

12.8%

razonable

EPS terminal req.

$16669.12

Spread vs growth

-9.9%

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 +11.0%

Total return

+11.0%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 5017.79

Residual

+4.9%

EPS growthn/d
Multiple reratingn/d
Dividend+6.1%
Residual / FX / buybacks / cross-term+4.9%

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.