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7208.T$1159.00+0.35%
Fair $1159.00+0.0%

7208.T

Kanemitsu Corporation

Consumer Cyclical / Auto PartsTokyo

$1159.00

+4.00 (+0.35%)

Fairly Valued+0.0%Fair Value $1159.00Fund rank 36/100 · Data gapFallback financials|
SA 64/B
F-Score: 6/9
Low Profitability

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $430.3M · quality 73.3/100

Data gap 36/100
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

64/100

B

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: 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. ROE is 4.7%, below the 5% threshold
Thesis & Journal · 7208.TLocal privado en este navegador · Kanemitsu Corporation
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

$5.9B

P/E

8.0x

↓

EV/EBITDA

1.9x

↓

ROE

4.7%

↓

Gross Margin

22.5%

↓

Debt/Equity

0.10

↓
52-Week Range$1159
$813$1378

TradingView lightweight chart

7208.T price, volumen y niveles de valoración

Último $1,159Periodo +1.9%
Fair value: $1,159

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

+8.3%

FCF CAGR

+26.7%

FCF margin

10.7%

FCF / Net income

2.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.12B · net income $540.6M · FCF $1.19B

2022-FY → 2025-FY

Gross margin

22.5%+1.0% pts

Operating margin

6.8%+4.5% pts

Net margin

4.9%+3.0% pts

FCF margin

10.7%+4.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.12B$11.12B$11.09B$10.02B$8.76B
Net Income$540.6M$540.6M$632.3M$538.1M$163.8M
EBITDA$1.57B$1.57B$1.50B$1.49B$1.07B
EPS105.72105.72123.65105.2232.02
Gross Margin22.5%22.5%20.9%20.6%21.5%
Operating Margin6.8%6.8%5.2%4.2%2.3%
Net Margin4.9%4.9%5.7%5.4%1.9%
Balance Sheet
Debt/Equity0.100.100.160.240.27
Current Ratio3.613.61———
Cash Flow
Free Cash Flow$1.19B$1.19B$430.3M$276.0M$582.8M
Returns
ROE4.7%4.7%5.9%5.5%1.8%
Valuation
P/E7.977.978.017.1821.92
EV/EBITDA1.851.852.161.642.55
P/B0.520.520.470.390.39
Growth & Yield
Revenue Growth0.2%0.2%10.6%14.4%—
EPS Growth-14.5%-14.5%17.5%228.6%—
Dividend Yield3.6%3.6%———

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

-0.9%

fácil

EPS terminal req.

$102.84

Spread vs growth

-13.6%

5Y implied EPS CAGR

3.3%

fácil

EPS terminal req.

$124.44

Spread vs growth

-17.8%

10Y implied EPS CAGR

6.6%

razonable

EPS terminal req.

$200.41

Spread vs growth

-21.1%

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 +44.3%

Total return

+44.3%

Start / end P/E

6.7x → 11.0x

EPS bridge

123.65 → 105.72

Residual

-9.4%

EPS growth-14.5%
Multiple rerating+64.5%
Dividend+3.6%
Residual / FX / buybacks / cross-term-9.4%

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.