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5310.T$7460.00+0.54%
Fair $7460.00+0.0%

5310.T

Toyo Tanso Co., Ltd.

Industrials / Electrical Equipment & PartsTokyo

$7460.00

+40.00 (+0.54%)

Fairly Valued+0.0%Fair Value $7460.00Fund rank 27/100 · Data gapFallback financials|
SA 56/C
F-Score: 3/9

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 $1.2B · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

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: 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 · 5310.TLocal privado en este navegador · Toyo Tanso 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

$156.5B

P/E

28.6x

↑

EV/EBITDA

12.2x

↑

ROE

5.6%

↓

Gross Margin

34.1%

↑

Debt/Equity

0.06

↓
52-Week Range$7460
$3850$7980

TradingView lightweight chart

5310.T price, volumen y niveles de valoración

Último $7,460Periodo +72.2%
Fair value: $7,460

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

+1.8%

FCF CAGR

—

FCF margin

-13.2%

FCF / Net income

-1.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $46.19B · net income $5.46B · FCF $-6.10B

2022-FY → 2025-FY

Gross margin

34.1%+1.1% pts

Operating margin

14.6%-0.6% pts

Net margin

11.8%-0.0% pts

FCF margin

-13.2%-16.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$46.19B$46.19B$53.09B$49.25B$43.77B
Net Income$5.46B$5.46B$9.96B$7.51B$5.18B
EBITDA$12.01B$12.01B$17.49B$13.72B$10.48B
EPS260.58260.58474.95357.91247.08
Gross Margin34.1%34.1%40.5%36.0%33.0%
Operating Margin14.6%14.6%23.1%18.8%15.2%
Net Margin11.8%11.8%18.8%15.2%11.8%
Balance Sheet
Debt/Equity0.060.06——0.00
Current Ratio3.513.51———
Cash Flow
Free Cash Flow$-6.10B$-6.10B$2.33B$1.24B$1.31B
Returns
ROE5.6%5.6%10.6%8.9%6.7%
Valuation
P/E28.6428.649.0113.7314.63
EV/EBITDA12.2312.234.226.415.79
P/B1.601.600.951.220.98
Growth & Yield
Revenue Growth-13.0%-13.0%7.8%12.5%—
EPS Growth-45.1%-45.1%32.7%44.9%—
Dividend Yield1.9%1.9%———

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

36.4%

muy exigente

EPS terminal req.

$661.95

Spread vs growth

-81.6%

5Y implied EPS CAGR

25.2%

muy exigente

EPS terminal req.

$800.96

Spread vs growth

-70.3%

10Y implied EPS CAGR

17.3%

exigente

EPS terminal req.

$1289.95

Spread vs growth

-62.5%

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 · 1Y approxreconcilia total +81.3%

Total return

+81.3%

Start / end P/E

8.8x → 28.6x

EPS bridge

474.95 → 260.58

Residual

-102.4%

EPS growth-45.1%
Multiple rerating+226.9%
Dividend+1.9%
Residual / FX / buybacks / cross-term-102.4%

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.