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7185.T$3800.00-0.39%
Fair $3800.00+0.0%

7185.T

Hirose Tusyo Inc.

Financial Services / Capital MarketsTokyo

$3800.00

-15.00 (-0.39%)

Fairly Valued+0.0%Fair Value $3800.00Fund rank 25/100 · Data gapFallback financials|
SA 41/C
F-Score: 4/9

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 58.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

41/100

C

Piotroski

4/9

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 · 7185.TLocal privado en este navegador · Hirose Tusyo Inc.
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

$23.4B

P/E

11.4x

↓

EV/EBITDA

5.5x

↓

ROE

11.3%

↑

Gross Margin

99.4%

↑

Debt/Equity

0.37

↑
52-Week Range$3800
$3415$4440

TradingView lightweight chart

7185.T price, volumen y niveles de valoración

Último $3,785Periodo +347.9%
Fair value: $3,800

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

+5.4%

FCF CAGR

+189.7%

FCF margin

21.6%

FCF / Net income

0.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.20B · net income $2.23B · FCF $2.21B

2022-FY → 2025-FY

Gross margin

99.4%+0.1% pts

Operating margin

30.0%-1.0% pts

Net margin

21.9%+0.8% pts

FCF margin

21.6%+20.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.20B$10.20B$10.71B$10.32B$8.72B
Net Income$2.23B$2.23B$2.93B$2.41B$1.84B
EBITDA$3.12B$3.12B$4.30B$3.64B$2.76B
EPS363.37363.37476.59377.45279.99
Gross Margin99.4%99.4%99.6%99.1%99.4%
Operating Margin30.0%30.0%39.7%34.8%31.0%
Net Margin21.9%21.9%27.3%23.3%21.1%
Balance Sheet
Debt/Equity0.370.370.430.410.44
Current Ratio1.191.19———
Cash Flow
Free Cash Flow$2.21B$2.21B$-350.4M$98.4M$90.8M
Returns
ROE11.3%11.3%16.7%15.8%13.1%
Valuation
P/E11.3711.376.987.078.10
EV/EBITDA5.495.493.733.202.99
P/B1.181.181.171.121.06
Growth & Yield
Revenue Growth-4.8%-4.8%3.8%18.3%—
EPS Growth-23.8%-23.8%26.3%34.8%—
Dividend Yield1.0%1.0%———

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

-2.5%

fácil

EPS terminal req.

$337.19

Spread vs growth

-21.3%

5Y implied EPS CAGR

2.3%

fácil

EPS terminal req.

$408.00

Spread vs growth

-26.1%

10Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$657.08

Spread vs growth

-29.9%

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 -7.3%

Total return

-7.3%

Start / end P/E

8.7x → 10.4x

EPS bridge

476.59 → 363.37

Residual

-4.8%

EPS growth-23.8%
Multiple rerating+20.2%
Dividend+1.0%
Residual / FX / buybacks / cross-term-4.8%

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.