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5192.T$3870.00-0.13%
Fair $3870.00+0.0%

5192.T

Mitsuboshi Belting Ltd.

Industrials / Specialty Industrial MachineryTokyo

$3870.00

-5.00 (-0.13%)

Fairly Valued+0.0%Fair Value $3870.00Fund rank 33/100 · Data gapFallback financials|
SA 57/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.7B · quality 64.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

57/100

C

Piotroski

7/9

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 · 5192.TLocal privado en este navegador · Mitsuboshi Belting 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

$108.0B

P/E

14.7x

↓

EV/EBITDA

4.8x

↓

ROE

9.5%

↑

Gross Margin

31.0%

↑

Debt/Equity

0.06

↓
52-Week Range$3870
$3325$4300

TradingView lightweight chart

5192.T price, volumen y niveles de valoración

Último $3,870Periodo +616.7%
Fair value: $3,870

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

+6.5%

FCF CAGR

-36.7%

FCF margin

0.8%

FCF / Net income

0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $90.51B · net income $9.06B · FCF $758.0M

2022-FY → 2025-FY

Gross margin

31.0%-0.3% pts

Operating margin

9.9%-0.3% pts

Net margin

10.0%+1.5% pts

FCF margin

0.8%-3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$90.51B$90.51B$84.01B$82.91B$74.87B
Net Income$9.06B$9.06B$7.10B$7.07B$6.38B
EBITDA$17.46B$17.46B$14.61B$13.97B$12.65B
EPS320.25320.25250.40249.12220.26
Gross Margin31.0%31.0%30.4%32.0%31.3%
Operating Margin9.9%9.9%9.2%10.9%10.2%
Net Margin10.0%10.0%8.5%8.5%8.5%
Balance Sheet
Debt/Equity0.060.060.060.090.05
Current Ratio4.144.14———
Cash Flow
Free Cash Flow$758.0M$758.0M$6.88B$3.74B$2.99B
Returns
ROE9.5%9.5%7.2%8.1%7.3%
Valuation
P/E14.6914.6918.2915.238.68
EV/EBITDA4.774.776.875.771.96
P/B1.141.141.321.230.64
Growth & Yield
Revenue Growth7.7%7.7%1.3%10.7%—
EPS Growth27.9%27.9%0.5%13.1%—
Dividend Yield4.9%4.9%———

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

2.4%

fácil

EPS terminal req.

$343.40

Spread vs growth

25.5%

5Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$415.51

Spread vs growth

22.5%

10Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$669.19

Spread vs growth

20.2%

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 +14.6%

Total return

+14.6%

Start / end P/E

14.1x → 12.1x

EPS bridge

250.40 → 320.25

Residual

-4.0%

EPS growth+27.9%
Multiple rerating-14.3%
Dividend+4.9%
Residual / FX / buybacks / cross-term-4.0%

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.