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372A.T$4960.00-2.55%
Fair $4960.00+0.0%

372A.T

372A.T

Industrials / Rental & Leasing ServicesTokyo

$4960.00

-130.00 (-2.55%)

Fairly Valued+0.0%Fair Value $4960.00Fund rank 31/100 · Data gapFallback financials|
SA 30/D
F-Score: 6/9

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 $2.2B · quality 54.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

30/100

D

Piotroski

6/9

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 · 372A.TLocal privado en este navegador · 372A.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

$19.1B

P/E

6.8x

↓

EV/EBITDA

3.5x

↓

ROE

16.6%

↑

Gross Margin

31.9%

↑

Debt/Equity

1.95

↑
52-Week Range$4960
$4900$7080

TradingView lightweight chart

372A.T price, volumen y niveles de valoración

Último $4,960Periodo -7.1%
Fair value: $4,960

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

+9.9%

FCF CAGR

-45.5%

FCF margin

1.7%

FCF / Net income

0.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $49.09B · net income $2.50B · FCF $813.5M

2023-FY → 2025-FY

Gross margin

31.9%+2.0% pts

Operating margin

8.0%+1.3% pts

Net margin

5.1%+0.8% pts

FCF margin

1.7%-5.1% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$49.09B$49.09B$43.69B$40.65B
Net Income$2.50B$2.50B$2.07B$1.76B
EBITDA$11.78B$11.78B$10.61B$10.67B
EPS675.09675.09670.78560.84
Gross Margin31.9%31.9%31.4%29.9%
Operating Margin8.0%8.0%7.3%6.6%
Net Margin5.1%5.1%4.7%4.3%
Balance Sheet
Debt/Equity1.951.952.132.38
Current Ratio0.690.69——
Cash Flow
Free Cash Flow$813.5M$813.5M$2.16B$2.74B
Returns
ROE16.6%16.6%16.9%17.1%
Valuation
P/E6.846.84——
EV/EBITDA3.523.52——
P/B1.221.22——
Growth & Yield
Revenue Growth12.4%12.4%7.5%—
EPS Growth0.6%0.6%19.6%—
Dividend Yield8.3%8.3%——

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

-13.3%

fácil

EPS terminal req.

$440.12

Spread vs growth

13.9%

5Y implied EPS CAGR

-4.6%

fácil

EPS terminal req.

$532.54

Spread vs growth

5.3%

10Y implied EPS CAGR

2.4%

fácil

EPS terminal req.

$857.66

Spread vs growth

-1.8%

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 · available periodreconcilia total +1.1%

Total return

+1.1%

Start / end P/E

8.0x → 7.3x

EPS bridge

670.78 → 675.09

Residual

-0.0%

EPS growth+0.6%
Multiple rerating-7.7%
Dividend+8.3%
Residual / FX / buybacks / cross-term-0.0%

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.