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3538.T$906.00-2.69%
Fair $906.00+0.0%

3538.T

WILLPLUS Holdings Corporation

Consumer Cyclical / Auto & Truck DealershipsTokyo

$906.00

-25.00 (-2.69%)

Fairly Valued+0.0%Fair Value $906.00Fund rank 21/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9
Margin Compression

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 14%

FCF escenarios

weak_data · normalized FCF $-1.6B · quality 27.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

43/100

C

Piotroski

4/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · 3538.TLocal privado en este navegador · WILLPLUS Holdings 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

$8.2B

P/E

5.5x

↓

EV/EBITDA

4.1x

↓

ROE

13.3%

↑

Gross Margin

14.0%

↓

Debt/Equity

1.53

↑
52-Week Range$906
$905$1088

TradingView lightweight chart

3538.T price, volumen y niveles de valoración

Último $906.00Periodo +131.4%
Fair value: $906.00

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

+30.7%

FCF CAGR

—

FCF margin

-1.8%

FCF / Net income

-1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $88.61B · net income $1.44B · FCF $-1.63B

2022-FY → 2025-FY

Gross margin

14.0%-7.2% pts

Operating margin

2.1%-3.9% pts

Net margin

1.6%-2.3% pts

FCF margin

-1.8%-6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$88.61B$88.61B$47.75B$44.12B$39.70B
Net Income$1.44B$1.44B$1.12B$1.30B$1.55B
EBITDA$4.04B$4.04B$3.30B$3.29B$3.58B
EPS158.18158.18115.77133.56159.70
Gross Margin14.0%14.0%19.6%19.5%21.3%
Operating Margin2.1%2.1%3.1%4.2%6.0%
Net Margin1.6%1.6%2.3%3.0%3.9%
Balance Sheet
Debt/Equity1.531.531.340.660.52
Current Ratio1.311.31———
Cash Flow
Free Cash Flow$-1.63B$-1.63B$2.06B$-2.62B$1.72B
Returns
ROE13.3%13.3%11.4%13.4%17.6%
Valuation
P/E5.545.549.809.195.39
EV/EBITDA4.094.095.064.292.08
P/B0.760.761.121.230.95
Growth & Yield
Revenue Growth85.6%85.6%8.2%11.1%—
EPS Growth36.6%36.6%-13.3%-16.4%—
Dividend Yield4.9%4.9%———

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

-20.2%

fácil

EPS terminal req.

$80.39

Spread vs growth

56.8%

5Y implied EPS CAGR

-9.3%

fácil

EPS terminal req.

$97.27

Spread vs growth

45.9%

10Y implied EPS CAGR

-0.1%

fácil

EPS terminal req.

$156.66

Spread vs growth

36.7%

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 -5.1%

Total return

-5.1%

Start / end P/E

8.7x → 5.7x

EPS bridge

115.77 → 158.18

Residual

-12.5%

EPS growth+36.6%
Multiple rerating-34.2%
Dividend+4.9%
Residual / FX / buybacks / cross-term-12.5%

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.