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7148.T$1532.00+0.07%
Fair $1532.00+0.0%

7148.T

Financial Partners Group Co.,Ltd.

Financial Services / Financial ConglomeratesTokyo

$1532.00

+1.00 (+0.07%)

Fairly Valued+0.0%Fair Value $1532.00Fund rank 21/100 · Data gapFallback financials|
SA 46/C
F-Score: 6/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 2/100Data 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

46/100

C

Piotroski

6/9

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 · 7148.TLocal privado en este navegador · Financial Partners Group 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

$128.3B

P/E

8.3x

↓

EV/EBITDA

6.0x

↓

ROE

31.8%

↑

Gross Margin

27.8%

↓

Debt/Equity

0.95

↑
52-Week Range$1532
$1467$2509

TradingView lightweight chart

7148.T price, volumen y niveles de valoración

Último $1,532Periodo +2621.3%
Fair value: $1,532

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

+29.9%

FCF CAGR

—

FCF margin

83.2%

FCF / Net income

5.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $129.76B · net income $18.16B · FCF $108.02B

2022-FY → 2025-FY

Gross margin

27.8%-3.7% pts

Operating margin

19.6%-0.3% pts

Net margin

14.0%-0.3% pts

FCF margin

83.2%+169.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$129.76B$129.76B$107.78B$71.15B$59.19B
Net Income$18.16B$18.16B$20.46B$12.47B$8.47B
EBITDA$27.91B$27.91B$30.65B$19.24B$13.01B
EPS216.18216.18240.07145.9799.24
Gross Margin27.8%27.8%35.6%37.0%31.5%
Operating Margin19.6%19.6%26.6%25.7%19.8%
Net Margin14.0%14.0%19.0%17.5%14.3%
Balance Sheet
Debt/Equity0.950.952.812.562.77
Current Ratio2.202.20———
Cash Flow
Free Cash Flow$108.02B$108.02B$-30.32B$-4.59B$-51.16B
Returns
ROE31.8%31.8%38.4%28.2%23.5%
Valuation
P/E8.328.329.658.6611.94
EV/EBITDA6.036.0310.7510.6514.45
P/B2.262.263.712.442.81
Growth & Yield
Revenue Growth20.4%20.4%51.5%20.2%—
EPS Growth-10.0%-10.0%64.5%47.1%—
Dividend Yield6.1%6.1%———

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

-14.3%

fácil

EPS terminal req.

$135.94

Spread vs growth

4.4%

5Y implied EPS CAGR

-5.3%

fácil

EPS terminal req.

$164.49

Spread vs growth

-4.6%

10Y implied EPS CAGR

2.1%

fácil

EPS terminal req.

$264.91

Spread vs growth

-12.0%

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 -25.7%

Total return

-25.7%

Start / end P/E

9.4x → 7.1x

EPS bridge

240.07 → 216.18

Residual

+2.4%

EPS growth-10.0%
Multiple rerating-24.3%
Dividend+6.1%
Residual / FX / buybacks / cross-term+2.4%

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.