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368A.T$1207.00-0.66%
Fair $1207.00+0.0%

368A.T

368A.T

Healthcare / Medical Instruments & SuppliesTokyo

$1207.00

-8.00 (-0.66%)

Fairly Valued+0.0%Fair Value $1207.00Fund rank 32/100 · Data gapFallback financials|
SA 27/D
F-Score: 2/9

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 $2.6B · quality 59.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

27/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 368A.TLocal privado en este navegador · 368A.T
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

$48.3B

P/E

12.4x

↓

EV/EBITDA

6.2x

↓

ROE

20.8%

↑

Gross Margin

67.7%

↑

Debt/Equity

N/A

•
52-Week Range$1207
$1157$2158

TradingView lightweight chart

368A.T price, volumen y niveles de valoración

Último $1,207Periodo -33.4%
Fair value: $1,207

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+5.0%

FCF CAGR

+13.1%

FCF margin

25.5%

FCF / Net income

0.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.30B · net income $3.79B · FCF $2.62B

2023-FY → 2025-FY

Gross margin

67.7%-3.9% pts

Operating margin

56.1%+1.3% pts

Net margin

36.8%+0.7% pts

FCF margin

25.5%+3.5% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$10.30B$10.30B$10.08B$9.35B
Net Income$3.79B$3.79B$3.97B$3.37B
EBITDA$5.92B$5.92B$6.17B$5.27B
EPS94.7094.7099.3084.25
Gross Margin67.7%67.7%69.8%71.6%
Operating Margin56.1%56.1%58.7%54.9%
Net Margin36.8%36.8%39.4%36.1%
Balance Sheet
Current Ratio11.9911.99——
Cash Flow
Free Cash Flow$2.62B$2.62B$4.42B$2.05B
Returns
ROE20.8%20.8%24.7%23.9%
Valuation
P/E12.3912.39——
EV/EBITDA6.226.22——
P/B2.652.65——
Growth & Yield
Revenue Growth2.2%2.2%7.8%—
EPS Growth-4.6%-4.6%17.9%—
Dividend Yield6.8%6.8%——

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

4.2%

fácil

EPS terminal req.

$107.10

Spread vs growth

-8.8%

5Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$129.59

Spread vs growth

-11.1%

10Y implied EPS CAGR

8.2%

razonable

EPS terminal req.

$208.71

Spread vs growth

-12.9%

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 · available periodreconcilia total -26.6%

Total return

-26.6%

Start / end P/E

18.2x → 12.7x

EPS bridge

99.30 → 94.70

Residual

+1.4%

EPS growth-4.6%
Multiple rerating-30.2%
Dividend+6.8%
Residual / FX / buybacks / cross-term+1.4%

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.