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5988.T$1505.00-3.46%
Fair $1505.00+0.0%

5988.T

PIOLAX, Inc.

Consumer Cyclical / Auto PartsTokyo

$1505.00

-54.00 (-3.46%)

Fairly Valued+0.0%Fair Value $1505.00Fund rank 34/100 · Data gapFallback financials|
SA 44/C
F-Score: 4/9
Low Profitability

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 $1.7B · quality 68.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

44/100

C

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 2.0%, below the 5% threshold
Thesis & Journal · 5988.TLocal privado en este navegador · PIOLAX, Inc.
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

$36.4B

P/E

28.6x

↑

EV/EBITDA

2.2x

↓

ROE

2.0%

↓

Gross Margin

22.5%

↓

Debt/Equity

0.01

↓
52-Week Range$1505
$1505$2050

TradingView lightweight chart

5988.T price, volumen y niveles de valoración

Último $1,505Periodo +595.7%
Fair value: $1,505

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

+4.7%

FCF CAGR

-3.6%

FCF margin

5.3%

FCF / Net income

1.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $63.35B · net income $1.79B · FCF $3.36B

2022-FY → 2025-FY

Gross margin

22.5%-4.8% pts

Operating margin

3.8%-5.7% pts

Net margin

2.8%-4.8% pts

FCF margin

5.3%-1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$63.35B$63.35B$64.55B$58.42B$55.14B
Net Income$1.79B$1.79B$4.01B$3.38B$4.22B
EBITDA$7.77B$7.77B$9.47B$8.36B$8.89B
EPS52.6752.67117.8899.15121.71
Gross Margin22.5%22.5%25.2%25.1%27.3%
Operating Margin3.8%3.8%7.4%6.8%9.5%
Net Margin2.8%2.8%6.2%5.8%7.7%
Balance Sheet
Debt/Equity0.010.010.000.000.00
Current Ratio1.731.73———
Cash Flow
Free Cash Flow$3.36B$3.36B$832.0M$1.71B$3.75B
Returns
ROE2.0%2.0%3.8%3.3%4.4%
Valuation
P/E28.5728.5722.3218.8512.01
EV/EBITDA2.182.185.733.221.76
P/B0.570.570.840.620.52
Growth & Yield
Revenue Growth-1.9%-1.9%10.5%5.9%—
EPS Growth-55.3%-55.3%18.9%-18.5%—
Dividend Yield5.9%5.9%———

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.

$133.54

Spread vs growth

-91.7%

5Y implied EPS CAGR

25.1%

muy exigente

EPS terminal req.

$161.59

Spread vs growth

-80.5%

10Y implied EPS CAGR

17.3%

exigente

EPS terminal req.

$260.24

Spread vs growth

-72.6%

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 -20.1%

Total return

-20.1%

Start / end P/E

17.3x → 28.6x

EPS bridge

117.88 → 52.67

Residual

-36.2%

EPS growth-55.3%
Multiple rerating+65.5%
Dividend+5.9%
Residual / FX / buybacks / cross-term-36.2%

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.