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3562.T$1453.00-3.42%
Fair $1453.00+0.0%

3562.T

No.1 Co.,Ltd

Industrials / Business Equipment & SuppliesTokyo

$1453.00

-52.00 (-3.42%)

Fairly Valued+0.0%Fair Value $1453.00Fund rank 30/100 · Data gapFallback financials|
SA 36/D
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $431.2M · quality 52.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

36/100

D

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: 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 · 3562.TLocal privado en este navegador · No.1 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

$9.5B

P/E

13.9x

↓

EV/EBITDA

5.9x

↓

ROE

16.2%

↑

Gross Margin

50.3%

↑

Debt/Equity

1.23

↑
52-Week Range$1453
$1456$2548

TradingView lightweight chart

3562.T price, volumen y niveles de valoración

Último $1,467Periodo +60.8%
Fair value: $1,453

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+9.6%

FCF CAGR

-21.8%

FCF margin

2.5%

FCF / Net income

0.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.53B · net income $714.0M · FCF $431.2M

2023-FY → 2026-FY

Gross margin

50.3%+3.6% pts

Operating margin

7.6%-1.1% pts

Net margin

4.1%-2.8% pts

FCF margin

2.5%-4.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$17.53B$17.53B$14.21B$13.45B$13.31B
Net Income$714.0M$714.0M$574.4M$886.3M$911.9M
EBITDA$2.00B$2.00B$1.40B$1.77B$1.76B
EPS———134.29134.27
Gross Margin50.3%50.3%45.6%47.0%46.7%
Operating Margin7.6%7.6%7.3%9.1%8.6%
Net Margin4.1%4.1%4.0%6.6%6.9%
Balance Sheet
Debt/Equity1.231.230.360.500.45
Current Ratio1.221.22———
Cash Flow
Free Cash Flow$431.2M$431.2M$1.17B$375.5M$901.4M
Returns
ROE16.2%16.2%12.9%23.6%25.6%
Valuation
P/E13.9513.95—6.979.35
EV/EBITDA5.895.897.163.194.36
P/B2.172.172.551.642.40
Growth & Yield
Revenue Growth23.4%23.4%5.6%1.1%—
EPS Growth———0.0%—
Dividend Yield5.4%5.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -19.4%

Total return

-19.4%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

-24.8%

EPS growthn/d
Multiple reratingn/d
Dividend+5.4%
Residual / FX / buybacks / cross-term-24.8%

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.