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7172.T$2009.00-3.33%
Fair $2009.00+0.0%

7172.T

Japan Investment Adviser Co., Ltd.

Industrials / Rental & Leasing ServicesTokyo

$2009.00

-69.00 (-3.33%)

Fairly Valued+0.0%Fair Value $2009.00Fund rank 18/100 · Data gapFallback financials|
SA 47/C
F-Score: 5/9
High Debt

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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $-10.8B · quality 24.0/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

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: 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. Debt-to-Equity ratio is 2.44, above the 2.0 threshold
Thesis & Journal · 7172.TLocal privado en este navegador · Japan Investment Adviser 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

$121.6B

P/E

11.5x

↓

EV/EBITDA

12.5x

↑

ROE

14.3%

↑

Gross Margin

75.2%

↑

Debt/Equity

2.44

↑
52-Week Range$2009
$1631$2496

TradingView lightweight chart

7172.T price, volumen y niveles de valoración

Último $2,006Periodo +377.8%
Fair value: $2,009

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

+29.0%

FCF CAGR

—

FCF margin

-22.4%

FCF / Net income

-0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $38.74B · net income $10.54B · FCF $-8.66B

2022-FY → 2025-FY

Gross margin

75.2%+36.3% pts

Operating margin

48.8%+41.5% pts

Net margin

27.2%+2.8% pts

FCF margin

-22.4%+249.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$38.74B$38.74B$31.13B$21.82B$18.05B
Net Income$10.54B$10.54B$8.05B$2.36B$4.41B
EBITDA$18.90B$18.90B$13.90B$6.08B$7.63B
EPS174.13174.13133.1939.0390.64
Gross Margin75.2%75.2%66.9%55.9%38.9%
Operating Margin48.8%48.8%38.9%25.2%7.2%
Net Margin27.2%27.2%25.9%10.8%24.4%
Balance Sheet
Debt/Equity2.442.442.252.912.54
Current Ratio1.531.53———
Cash Flow
Free Cash Flow$-8.66B$-8.66B$-10.81B$-18.16B$-49.08B
Returns
ROE14.3%14.3%12.1%4.9%9.6%
Valuation
P/E11.5411.548.5823.667.78
EV/EBITDA12.5112.5112.1027.4616.99
P/B1.651.651.031.170.75
Growth & Yield
Revenue Growth24.4%24.4%42.7%20.9%—
EPS Growth30.7%30.7%241.3%-56.9%—
Dividend Yield5.4%5.4%———

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

0.8%

fácil

EPS terminal req.

$178.27

Spread vs growth

30.0%

5Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$215.70

Spread vs growth

26.4%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$347.39

Spread vs growth

23.6%

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 +24.1%

Total return

+24.1%

Start / end P/E

12.7x → 11.5x

EPS bridge

133.19 → 174.13

Residual

-2.8%

EPS growth+30.7%
Multiple rerating-9.2%
Dividend+5.4%
Residual / FX / buybacks / cross-term-2.8%

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.