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3551.T$1401.00-0.36%
Fair $1401.00+0.0%

3551.T

Dynic Corporation

Industrials / Specialty Business ServicesTokyo

$1401.00

-5.00 (-0.36%)

Fairly Valued+0.0%Fair Value $1401.00Fund rank 26/100 · Data gapFallback financials|
SA 60/B
F-Score: 7/9
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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $116.8M · quality 39.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

60/100

B

Piotroski

7/9

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 4.9%, below the 5% threshold
Thesis & Journal · 3551.TLocal privado en este navegador · Dynic 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

$11.5B

P/E

4.6x

↓

EV/EBITDA

7.7x

↓

ROE

4.9%

↓

Gross Margin

19.7%

↓

Debt/Equity

0.77

↑
52-Week Range$1401
$801$1440

TradingView lightweight chart

3551.T price, volumen y niveles de valoración

Último $1,401Periodo +98.7%
Fair value: $1,401

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

+4.2%

FCF CAGR

-49.4%

FCF margin

0.3%

FCF / Net income

0.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $44.07B · net income $1.32B · FCF $116.8M

2022-FY → 2025-FY

Gross margin

19.7%+0.7% pts

Operating margin

4.8%+1.1% pts

Net margin

3.0%+0.5% pts

FCF margin

0.3%-2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$44.07B$44.07B$42.10B$41.55B$38.95B
Net Income$1.32B$1.32B$847.5M$519.9M$960.5M
EBITDA$3.63B$3.63B$3.16B$2.51B$3.08B
EPS157.25157.25101.3161.96113.34
Gross Margin19.7%19.7%17.9%17.3%19.0%
Operating Margin4.8%4.8%2.9%1.8%3.7%
Net Margin3.0%3.0%2.0%1.3%2.5%
Balance Sheet
Debt/Equity0.770.770.820.900.92
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$116.8M$116.8M$1.90B$-792.3M$901.4M
Returns
ROE4.9%4.9%3.5%2.3%4.5%
Valuation
P/E4.634.637.2511.736.23
EV/EBITDA7.677.676.819.047.01
P/B0.440.440.250.270.28
Growth & Yield
Revenue Growth4.7%4.7%1.3%6.7%—
EPS Growth55.2%55.2%63.5%-45.3%—
Dividend Yield3.3%3.3%———

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

-7.5%

fácil

EPS terminal req.

$124.32

Spread vs growth

62.8%

5Y implied EPS CAGR

-0.9%

fácil

EPS terminal req.

$150.42

Spread vs growth

56.1%

10Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$242.26

Spread vs growth

50.8%

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 +74.8%

Total return

+74.8%

Start / end P/E

8.1x → 8.9x

EPS bridge

101.31 → 157.25

Residual

+5.8%

EPS growth+55.2%
Multiple rerating+10.5%
Dividend+3.3%
Residual / FX / buybacks / cross-term+5.8%

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.