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7175.T$1332.00-2.20%
Fair $1332.00+0.0%

7175.T

The Imamura Securities Co., Ltd.

Financial Services / Capital MarketsTokyo

$1332.00

-30.00 (-2.20%)

Fairly Valued+0.0%Fair Value $1332.00Fund rank 28/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9

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 29.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

48/100

C

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. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 7175.TLocal privado en este navegador · The Imamura Securities 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

$6.8B

P/E

6.5x

↓

EV/EBITDA

1.1x

↓

ROE

6.3%

↓

Gross Margin

99.6%

↑

Debt/Equity

0.05

↓
52-Week Range$1332
$1001$1434

TradingView lightweight chart

7175.T price, volumen y niveles de valoración

Último $1,332Periodo +61.5%
Fair value: $1,332

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

-2.5%

FCF CAGR

—

FCF margin

-29.6%

FCF / Net income

-1.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.19B · net income $760.7M · FCF $-1.24B

2022-FY → 2025-FY

Gross margin

99.6%+0.0% pts

Operating margin

23.6%-8.0% pts

Net margin

18.2%-2.7% pts

FCF margin

-29.6%-33.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.19B$4.19B$4.82B$3.83B$4.51B
Net Income$760.7M$760.7M$1.01B$608.1M$941.4M
EBITDA$1.13B$1.13B$1.62B$1.04B$1.55B
EPS148.67148.67190.73114.32176.97
Gross Margin99.6%99.6%99.6%99.6%99.6%
Operating Margin23.6%23.6%30.6%23.1%31.5%
Net Margin18.2%18.2%21.0%15.9%20.9%
Balance Sheet
Debt/Equity0.050.050.110.160.11
Current Ratio1.651.65———
Cash Flow
Free Cash Flow$-1.24B$-1.24B$2.00B$480.8M$162.5M
Returns
ROE6.3%6.3%8.5%5.5%8.9%
Valuation
P/E6.466.467.376.985.32
EV/EBITDA1.071.070.32-0.79-0.38
P/B0.560.560.620.380.47
Growth & Yield
Revenue Growth-13.1%-13.1%25.7%-15.1%—
EPS Growth-22.1%-22.1%66.8%-35.4%—
Dividend Yield5.5%5.5%———

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

-7.4%

fácil

EPS terminal req.

$118.19

Spread vs growth

-14.7%

5Y implied EPS CAGR

-0.8%

fácil

EPS terminal req.

$143.01

Spread vs growth

-21.3%

10Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$230.32

Spread vs growth

-26.5%

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 +34.3%

Total return

+34.3%

Start / end P/E

5.4x → 9.0x

EPS bridge

190.73 → 148.67

Residual

-14.4%

EPS growth-22.1%
Multiple rerating+65.3%
Dividend+5.5%
Residual / FX / buybacks / cross-term-14.4%

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.