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3891.T$8110.00+11.07%
Fair $8110.00+0.0%

3891.T

Nippon Kodoshi Corporation

Technology / Electronic ComponentsTokyo

$8110.00

+800.00 (+11.07%)

Fairly Valued+0.0%Fair Value $8110.00Fund rank 24/100 · Data gapFallback financials|
SA 56/C
F-Score: 8/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-2.2B · quality 43.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

56/100

C

Piotroski

8/9

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 · 3891.TLocal privado en este navegador · Nippon Kodoshi 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

$85.5B

P/E

32.4x

↑

EV/EBITDA

25.8x

↑

ROE

7.5%

↑

Gross Margin

27.8%

↓

Debt/Equity

0.35

↑
52-Week Range$8110
$1688$8200

TradingView lightweight chart

3891.T price, volumen y niveles de valoración

Último $8,030Periodo +414.7%
Fair value: $8,110

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

-3.9%

FCF CAGR

—

FCF margin

-13.5%

FCF / Net income

-1.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.03B · net income $1.78B · FCF $-2.17B

2022-FY → 2025-FY

Gross margin

27.8%-6.3% pts

Operating margin

15.3%-7.2% pts

Net margin

11.1%-5.0% pts

FCF margin

-13.5%-19.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.03B$16.03B$14.83B$17.59B$18.07B
Net Income$1.78B$1.78B$1.48B$2.47B$2.92B
EBITDA$3.51B$3.51B$3.46B$4.95B$5.55B
EPS167.55167.55138.96229.20271.26
Gross Margin27.8%27.8%24.6%31.5%34.0%
Operating Margin15.3%15.3%11.6%18.9%22.5%
Net Margin11.1%11.1%10.0%14.0%16.1%
Balance Sheet
Debt/Equity0.350.350.370.270.15
Current Ratio3.043.04———
Cash Flow
Free Cash Flow$-2.17B$-2.17B$-1.50B$-2.88B$1.02B
Returns
ROE7.5%7.5%6.6%11.4%15.1%
Valuation
P/E32.3732.3713.688.417.89
EV/EBITDA25.7525.756.974.503.87
P/B3.613.610.900.961.19
Growth & Yield
Revenue Growth8.1%8.1%-15.7%-2.7%—
EPS Growth20.6%20.6%-39.4%-15.5%—
Dividend Yield1.4%1.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

62.6%

muy exigente

EPS terminal req.

$719.63

Spread vs growth

-42.0%

5Y implied EPS CAGR

39.0%

muy exigente

EPS terminal req.

$870.75

Spread vs growth

-18.5%

10Y implied EPS CAGR

23.7%

exigente

EPS terminal req.

$1402.35

Spread vs growth

-3.1%

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 · 1Y approxreconcilia total +361.3%

Total return

+361.3%

Start / end P/E

12.6x → 47.9x

EPS bridge

138.96 → 167.55

Residual

+57.9%

EPS growth+20.6%
Multiple rerating+281.4%
Dividend+1.4%
Residual / FX / buybacks / cross-term+57.9%

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.