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5288.T$1580.00-1.25%
Fair $1580.00+0.0%

5288.T

Asia Pile Holdings Corporation

Basic Materials / Building MaterialsTokyo

$1580.00

-20.00 (-1.25%)

Fairly Valued+0.0%Fair Value $1580.00Fund rank 30/100 · Data gapFallback financials|
SA 55/C
F-Score: 3/9
Declining Revenue

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $1.6B · quality 59.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

55/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · 5288.TLocal privado en este navegador · Asia Pile Holdings 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

$60.2B

P/E

11.5x

↓

EV/EBITDA

7.5x

↓

ROE

5.1%

↑

Gross Margin

15.3%

↓

Debt/Equity

0.38

↑
52-Week Range$1580
$877$1760

TradingView lightweight chart

5288.T price, volumen y niveles de valoración

Último $1,580Periodo +100.5%
Fair value: $1,580

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

+2.7%

FCF CAGR

+12.5%

FCF margin

1.6%

FCF / Net income

0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $100.80B · net income $2.35B · FCF $1.57B

2022-FY → 2025-FY

Gross margin

15.3%+3.1% pts

Operating margin

4.3%+2.0% pts

Net margin

2.3%+0.7% pts

FCF margin

1.6%+0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$100.80B$100.80B$103.15B$110.25B$93.18B
Net Income$2.35B$2.35B$3.82B$4.13B$1.49B
EBITDA$7.66B$7.66B$10.09B$10.19B$5.63B
EPS61.6161.61100.34108.4339.23
Gross Margin15.3%15.3%16.8%15.0%12.2%
Operating Margin4.3%4.3%6.8%5.7%2.3%
Net Margin2.3%2.3%3.7%3.7%1.6%
Balance Sheet
Debt/Equity0.380.380.310.390.31
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$1.57B$1.57B$-1.0M$2.74B$1.10B
Returns
ROE5.1%5.1%8.5%10.0%4.0%
Valuation
P/E11.4911.498.396.3810.66
EV/EBITDA7.527.522.892.132.25
P/B1.321.320.710.640.43
Growth & Yield
Revenue Growth-2.3%-2.3%-6.4%18.3%—
EPS Growth-38.6%-38.6%-7.5%176.4%—
Dividend Yield4.4%4.4%———

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

31.5%

muy exigente

EPS terminal req.

$140.20

Spread vs growth

-70.1%

5Y implied EPS CAGR

22.5%

exigente

EPS terminal req.

$169.64

Spread vs growth

-61.1%

10Y implied EPS CAGR

16.1%

exigente

EPS terminal req.

$273.21

Spread vs growth

-54.7%

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 +80.0%

Total return

+80.0%

Start / end P/E

9.0x → 25.6x

EPS bridge

100.34 → 61.61

Residual

-71.8%

EPS growth-38.6%
Multiple rerating+185.9%
Dividend+4.4%
Residual / FX / buybacks / cross-term-71.8%

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.