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v0.1
5803.T$4677.00-1.97%
Fair $4677.00+0.0%

5803.T

Fujikura Ltd.

Industrials / ConglomeratesTokyo

$4677.00

-94.00 (-1.97%)

Fairly Valued+0.0%Fair Value $4677.00Fund rank 35/100 · Data gapFallback financials|
SA 60/B
F-Score: 8/9

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 $73.6B · quality 72.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

60/100

B

Piotroski

8/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 5803.TLocal privado en este navegador · Fujikura 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

$7.74T

P/E

49.3x

↑

EV/EBITDA

52.3x

↑

ROE

22.4%

↑

Gross Margin

26.6%

↑

Debt/Equity

0.40

↑
52-Week Range$4677
$963$7933

TradingView lightweight chart

5803.T price, volumen y niveles de valoración

Último $4,677Periodo +7265.4%
Fair value: $4,677

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

+13.5%

FCF CAGR

+52.2%

FCF margin

8.9%

FCF / Net income

0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $979.38B · net income $91.12B · FCF $86.81B

2022-FY → 2025-FY

Gross margin

26.6%+7.7% pts

Operating margin

13.8%+8.1% pts

Net margin

9.3%+3.5% pts

FCF margin

8.9%+5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$979.38B$979.38B$799.76B$806.45B$670.35B
Net Income$91.12B$91.12B$51.01B$40.89B$39.10B
EBITDA$147.53B$147.53B$92.19B$84.04B$85.49B
EPS55.0555.0530.8324.71—
Gross Margin26.6%26.6%21.3%21.2%18.9%
Operating Margin13.8%13.8%8.7%8.7%5.7%
Net Margin9.3%9.3%6.4%5.1%5.8%
Balance Sheet
Debt/Equity0.400.400.560.770.98
Current Ratio2.372.37———
Cash Flow
Free Cash Flow$86.81B$86.81B$73.61B$42.71B$24.62B
Returns
ROE22.4%22.4%15.0%15.1%17.7%
Valuation
P/E49.2649.2612.665.91—
EV/EBITDA52.3352.337.494.083.31
P/B19.0019.001.890.890.72
Growth & Yield
Revenue Growth22.5%22.5%-0.8%20.3%—
EPS Growth78.6%78.6%24.7%——
Dividend Yield0.8%0.8%———

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

96.1%

muy exigente

EPS terminal req.

$415.01

Spread vs growth

-17.5%

5Y implied EPS CAGR

55.6%

muy exigente

EPS terminal req.

$502.16

Spread vs growth

23.0%

10Y implied EPS CAGR

30.8%

muy exigente

EPS terminal req.

$808.73

Spread vs growth

47.8%

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 +359.2%

Total return

+359.2%

Start / end P/E

33.1x → 85.0x

EPS bridge

30.83 → 55.05

Residual

+123.1%

EPS growth+78.6%
Multiple rerating+156.7%
Dividend+0.8%
Residual / FX / buybacks / cross-term+123.1%

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.