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7011.T$3636.00-4.47%
Fair $3636.00+0.0%

7011.T

Mitsubishi Heavy Industries, Ltd.

Industrials / Specialty Industrial MachineryTokyo

$3636.00

-170.00 (-4.47%)

Fairly Valued+0.0%Fair Value $3636.00Fund rank 31/100 · Data gapFallback financials|
SA 47/C
F-Score: 7/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $170.7B · quality 57.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

47/100

C

Piotroski

7/9

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 · 7011.TLocal privado en este navegador · Mitsubishi Heavy Industries, 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

$12.22T

P/E

36.4x

↑

EV/EBITDA

22.8x

↑

ROE

10.5%

↑

Gross Margin

20.5%

↓

Debt/Equity

0.48

↑
52-Week Range$3636
$2857$5208

TradingView lightweight chart

7011.T price, volumen y niveles de valoración

Último $3,636Periodo +991.9%
Fair value: $3,636

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

+9.2%

FCF CAGR

+22.8%

FCF margin

5.8%

FCF / Net income

1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.03T · net income $245.45B · FCF $289.77B

2022-FY → 2025-FY

Gross margin

20.5%+3.5% pts

Operating margin

7.7%+4.0% pts

Net margin

4.9%+1.9% pts

FCF margin

5.8%+1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5027.18B$5027.18B$4657.15B$4202.80B$3860.28B
Net Income$245.45B$245.45B$222.02B$130.45B$113.54B
EBITDA$557.49B$557.49B$488.38B$370.86B$327.93B
EPS——66.0438.8333.80
Gross Margin20.5%20.5%20.0%18.2%17.0%
Operating Margin7.7%7.7%6.0%4.3%3.7%
Net Margin4.9%4.9%4.8%3.1%2.9%
Balance Sheet
Debt/Equity0.480.480.510.680.68
Current Ratio1.281.28———
Cash Flow
Free Cash Flow$289.77B$289.77B$170.70B$-51.02B$156.31B
Returns
ROE10.5%10.5%9.9%7.5%7.2%
Valuation
P/E36.3636.3620.1213.0511.66
EV/EBITDA22.7722.7710.606.876.36
P/B5.215.211.990.980.84
Growth & Yield
Revenue Growth7.9%7.9%10.8%8.9%—
EPS Growth——70.1%14.9%—
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%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +25.3%

Total return

+25.3%

Start / end P/E

n/dx → n/dx

EPS bridge

66.04 → n/d

Residual

+24.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.8%
Residual / FX / buybacks / cross-term+24.5%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.