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369A.T$2112.00-2.63%
Fair $2112.00+0.0%

369A.T

369A.T

Industrials / Engineering & ConstructionTokyo

$2112.00

-57.00 (-2.63%)

Fairly Valued+0.0%Fair Value $2112.00Fund rank 38/100 · Data gapFallback financials|
SA 40/C
F-Score: 7/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $746.3M · quality 77.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

40/100

C

Piotroski

7/9

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 · 369A.TLocal privado en este navegador · 369A.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

$9.0B

P/E

23.0x

↑

EV/EBITDA

10.1x

↑

ROE

14.5%

↑

Gross Margin

68.1%

↑

Debt/Equity

0.00

↓
52-Week Range$2112
$2091$3975

TradingView lightweight chart

369A.T price, volumen y niveles de valoración

Último $2,112Periodo -18.8%
Fair value: $2,112

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

+23.2%

FCF CAGR

+58.8%

FCF margin

25.5%

FCF / Net income

1.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.93B · net income $457.4M · FCF $746.3M

2023-FY → 2025-FY

Gross margin

68.1%+0.3% pts

Operating margin

24.3%+3.2% pts

Net margin

15.6%+1.3% pts

FCF margin

25.5%+10.1% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$2.93B$2.93B$2.38B$1.93B
Net Income$457.4M$457.4M$297.4M$275.9M
EBITDA$663.1M$663.1M$461.9M$420.1M
EPS110.61110.6174.3465.62
Gross Margin68.1%68.1%68.2%67.8%
Operating Margin24.3%24.3%21.3%21.1%
Net Margin15.6%15.6%12.5%14.3%
Balance Sheet
Debt/Equity0.000.000.010.01
Current Ratio3.913.91——
Cash Flow
Free Cash Flow$746.3M$746.3M$936.8M$295.9M
Returns
ROE14.5%14.5%11.7%12.3%
Valuation
P/E23.0223.02——
EV/EBITDA10.0810.08——
P/B2.762.76——
Growth & Yield
Revenue Growth23.3%23.3%23.2%—
EPS Growth48.8%48.8%13.3%—
Dividend Yield2.5%2.5%——

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

19.2%

exigente

EPS terminal req.

$187.40

Spread vs growth

29.6%

5Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$226.76

Spread vs growth

33.3%

10Y implied EPS CAGR

12.7%

razonable

EPS terminal req.

$365.20

Spread vs growth

36.1%

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 -16.3%

Total return

-16.3%

Start / end P/E

35.0x → 19.1x

EPS bridge

74.34 → 110.61

Residual

-22.2%

EPS growth+48.8%
Multiple rerating-45.4%
Dividend+2.5%
Residual / FX / buybacks / cross-term-22.2%

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.