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7157.T$1670.00-2.34%
Fair $1670.00+0.0%

7157.T

Lifenet Insurance Company

Financial Services / Insurance - LifeTokyo

$1670.00

-40.00 (-2.34%)

Fairly Valued+0.0%Fair Value $1670.00Fund rank 35/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9

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 22.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

34/100

D

Piotroski

5/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 7157.TLocal privado en este navegador · Lifenet Insurance Company
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

$134.2B

P/E

16.7x

↑

EV/EBITDA

N/A

•

ROE

6.5%

↓

Gross Margin

N/A

•

Debt/Equity

0.01

↓
52-Week Range$1670
$1641$2631

TradingView lightweight chart

7157.T price, volumen y niveles de valoración

Último $1,670Periodo +67.8%
Fair value: $1,670

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

+3.8%

FCF CAGR

+39.1%

FCF margin

20.8%

FCF / Net income

1.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $29.29B · net income $5.99B · FCF $6.10B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

20.5%+33.2% pts

FCF margin

20.8%+12.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$29.29B$29.29B$25.00B$20.13B$26.16B
Net Income$5.99B$5.99B$5.73B$3.56B$-3.32B
EPS74.6374.6375.9751.10—
Net Margin20.5%20.5%22.9%17.7%-12.7%
Balance Sheet
Debt/Equity0.010.010.000.000.01
Current Ratio28.3628.36———
Cash Flow
Free Cash Flow$6.10B$6.10B$5.23B$2.03B$2.27B
Returns
ROE6.5%6.5%6.3%4.7%-4.6%
Valuation
P/E16.6916.6918.3622.62—
P/B1.461.461.161.060.57
Growth & Yield
Revenue Growth17.2%17.2%24.1%-23.0%—
EPS Growth-1.8%-1.8%48.7%——

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

25.7%

muy exigente

EPS terminal req.

$148.18

Spread vs growth

-27.5%

5Y implied EPS CAGR

19.2%

exigente

EPS terminal req.

$179.30

Spread vs growth

-20.9%

10Y implied EPS CAGR

14.5%

razonable

EPS terminal req.

$288.77

Spread vs growth

-16.3%

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 -13.6%

Total return

-13.6%

Start / end P/E

25.4x → 22.4x

EPS bridge

75.97 → 74.63

Residual

+0.2%

EPS growth-1.8%
Multiple rerating-12.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.2%

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.