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423A.T$296.00-1.33%
Fair $296.00+0.0%

423A.T

423A.T

Industrials / Business Equipment & SuppliesTokyo

$296.00

-4.00 (-1.33%)

Fairly Valued+0.0%Fair Value $296.00Fund rank 26/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9

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 17%

FCF escenarios

weak_data · normalized FCF $-6.0M · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

46/100

C

Piotroski

4/9

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 · 423A.TLocal privado en este navegador · 423A.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

$10.0B

P/E

8.6x

↓

EV/EBITDA

2.5x

↓

ROE

7.5%

↑

Gross Margin

24.5%

↓

Debt/Equity

0.10

↓
52-Week Range$296
$277$533

TradingView lightweight chart

423A.T price, volumen y niveles de valoración

Último $296.00Periodo -34.8%
Fair value: $296.00

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

+5.9%

FCF CAGR

—

FCF margin

-0.0%

FCF / Net income

-0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $37.02B · net income $912.0M · FCF $-6.0M

2023-FY → 2025-FY

Gross margin

24.5%-0.2% pts

Operating margin

3.2%+0.1% pts

Net margin

2.5%+0.0% pts

FCF margin

-0.0%+1.5% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$37.02B$37.02B$34.89B$33.02B
Net Income$912.0M$912.0M$762.0M$809.0M
EBITDA$1.62B$1.62B$1.51B$1.45B
EPS30.5530.5524.2927.10
Gross Margin24.5%24.5%24.8%24.7%
Operating Margin3.2%3.2%3.1%3.0%
Net Margin2.5%2.5%2.2%2.4%
Balance Sheet
Debt/Equity0.100.100.110.13
Current Ratio1.981.98——
Cash Flow
Free Cash Flow$-6.0M$-6.0M$1.75B$-497.0M
Returns
ROE7.5%7.5%6.7%7.6%
Valuation
P/E8.628.62——
EV/EBITDA2.542.54——
P/B0.720.72——
Growth & Yield
Revenue Growth6.1%6.1%5.7%—
EPS Growth25.8%25.8%-10.4%—
Dividend Yield2.3%2.3%——

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

-4.9%

fácil

EPS terminal req.

$26.27

Spread vs growth

30.7%

5Y implied EPS CAGR

0.8%

fácil

EPS terminal req.

$31.78

Spread vs growth

25.0%

10Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$51.18

Spread vs growth

20.5%

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 -32.5%

Total return

-32.5%

Start / end P/E

18.7x → 9.7x

EPS bridge

24.29 → 30.55

Residual

-12.4%

EPS growth+25.8%
Multiple rerating-48.2%
Dividend+2.3%
Residual / FX / buybacks / cross-term-12.4%

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.