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6862.T$2175.00-1.32%
Fair $2175.00+0.0%

6862.T

MINATO HOLDINGS INC.

Technology / Computer HardwareTokyo

$2175.00

-29.00 (-1.32%)

Fairly Valued+0.0%Fair Value $2175.00Fund rank 20/100 · Data gapFallback financials|
SA 33/D
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 14%

FCF escenarios

weak_data · normalized FCF $-809.6M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

33/100

D

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 6862.TLocal privado en este navegador · MINATO HOLDINGS 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

$16.2B

P/E

7.8x

↓

EV/EBITDA

17.0x

↑

ROE

6.3%

↑

Gross Margin

17.6%

↓

Debt/Equity

1.54

↑
52-Week Range$2175
$735$4165

TradingView lightweight chart

6862.T price, volumen y niveles de valoración

Último $2,175Periodo +135.1%
Fair value: $2,175

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

-0.1%

FCF CAGR

—

FCF margin

-3.3%

FCF / Net income

-2.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.54B · net income $373.8M · FCF $-809.6M

2022-FY → 2025-FY

Gross margin

17.6%+0.7% pts

Operating margin

3.1%-0.1% pts

Net margin

1.5%-1.2% pts

FCF margin

-3.3%-0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$24.54B$24.54B$19.02B$22.60B$24.58B
Net Income$373.8M$373.8M$1.48B$590.7M$673.8M
EBITDA$1.37B$1.37B$2.67B$1.19B$1.10B
EPS50.3650.36197.7878.1487.83
Gross Margin17.6%17.6%25.3%19.7%16.9%
Operating Margin3.1%3.1%6.5%3.6%3.2%
Net Margin1.5%1.5%7.8%2.6%2.7%
Balance Sheet
Debt/Equity1.541.541.331.641.93
Current Ratio1.271.27———
Cash Flow
Free Cash Flow$-809.6M$-809.6M$-2.02B$1.53B$-658.7M
Returns
ROE6.3%6.3%25.8%13.6%17.2%
Valuation
P/E7.787.785.257.185.13
EV/EBITDA16.9716.974.856.697.56
P/B2.732.731.350.980.88
Growth & Yield
Revenue Growth29.0%29.0%-15.8%-8.1%—
EPS Growth-74.5%-74.5%153.1%-11.0%—
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

56.5%

muy exigente

EPS terminal req.

$193.00

Spread vs growth

-131.0%

5Y implied EPS CAGR

35.9%

muy exigente

EPS terminal req.

$233.52

Spread vs growth

-110.4%

10Y implied EPS CAGR

22.3%

exigente

EPS terminal req.

$376.09

Spread vs growth

-96.8%

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 +166.4%

Total return

+166.4%

Start / end P/E

4.1x → 43.2x

EPS bridge

197.78 → 50.36

Residual

-702.9%

EPS growth-74.5%
Multiple rerating+943.0%
Dividend+0.8%
Residual / FX / buybacks / cross-term-702.9%

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.