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3963.T$321.00-3.89%
Fair $321.00+0.0%

3963.T

Synchro Food Co., Ltd.

Industrials / Specialty Business ServicesTokyo

$321.00

-13.00 (-3.89%)

Fairly Valued+0.0%Fair Value $321.00Fund rank 33/100 · Data gapFallback financials|
SA 31/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $721.8M · quality 59.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

31/100

D

Piotroski

2/9

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 · 3963.TLocal privado en este navegador · Synchro Food 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

$9.0B

P/E

33.4x

↑

EV/EBITDA

3.3x

↓

ROE

12.4%

↑

Gross Margin

82.0%

↑

Debt/Equity

N/A

•
52-Week Range$321
$319$748

TradingView lightweight chart

3963.T price, volumen y niveles de valoración

Último $321.00Periodo -6.0%
Fair value: $321.00

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

+26.4%

FCF CAGR

-16.3%

FCF margin

11.1%

FCF / Net income

0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.95B · net income $659.3M · FCF $436.8M

2022-FY → 2025-FY

Gross margin

82.0%-4.2% pts

Operating margin

27.8%+4.8% pts

Net margin

16.7%-0.7% pts

FCF margin

11.1%-26.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.95B$3.95B$3.60B$2.93B$1.96B
Net Income$659.3M$659.3M$704.2M$628.4M$339.7M
EBITDA$1.16B$1.16B$1.08B$899.7M$458.6M
EPS24.0124.0126.2923.5612.77
Gross Margin82.0%82.0%83.9%86.8%86.2%
Operating Margin27.8%27.8%28.8%29.9%23.0%
Net Margin16.7%16.7%19.5%21.4%17.3%
Balance Sheet
Current Ratio9.039.03———
Cash Flow
Free Cash Flow$436.8M$436.8M$721.8M$831.8M$744.1M
Returns
ROE12.4%12.4%16.4%17.8%11.8%
Valuation
P/E33.4433.4421.8020.7123.02
EV/EBITDA3.293.2910.3110.0910.31
P/B1.651.653.583.682.72
Growth & Yield
Revenue Growth9.7%9.7%22.9%49.6%—
EPS Growth-8.7%-8.7%11.6%84.5%—
Dividend Yield4.7%4.7%———

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

5.9%

razonable

EPS terminal req.

$28.48

Spread vs growth

-14.5%

5Y implied EPS CAGR

7.5%

razonable

EPS terminal req.

$34.46

Spread vs growth

-16.2%

10Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$55.51

Spread vs growth

-17.4%

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 -22.4%

Total return

-22.4%

Start / end P/E

16.7x → 13.4x

EPS bridge

26.29 → 24.01

Residual

+1.7%

EPS growth-8.7%
Multiple rerating-20.1%
Dividend+4.7%
Residual / FX / buybacks / cross-term+1.7%

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.