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7214.T$931.00-0.53%
Fair $931.00+0.0%

7214.T

GMB Corporation

Consumer Cyclical / Auto PartsTokyo

$931.00

-5.00 (-0.53%)

Fairly Valued+0.0%Fair Value $931.00Fund rank 20/100 · Data gapFallback financials|
SA 44/C
F-Score: 7/9
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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-122.7M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

44/100

C

Piotroski

7/9

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 2.6%, below the 5% threshold
Thesis & Journal · 7214.TLocal privado en este navegador · GMB 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

$5.0B

P/E

8.3x

↓

EV/EBITDA

4.4x

↓

ROE

2.6%

↓

Gross Margin

17.5%

↓

Debt/Equity

1.39

↑
52-Week Range$931
$791$994

TradingView lightweight chart

7214.T price, volumen y niveles de valoración

Último $940.00Periodo -64.1%
Fair value: $931.00

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

+13.2%

FCF CAGR

—

FCF margin

0.6%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $103.71B · net income $592.4M · FCF $607.3M

2022-FY → 2025-FY

Gross margin

17.5%+0.9% pts

Operating margin

1.9%+0.3% pts

Net margin

0.6%-0.4% pts

FCF margin

0.6%+7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$103.71B$103.71B$96.29B$87.17B$71.41B
Net Income$592.4M$592.4M$409.0M$1.21B$660.2M
EBITDA$6.94B$6.94B$6.21B$7.34B$5.76B
EPS111.66111.6677.24229.58125.37
Gross Margin17.5%17.5%17.3%16.4%16.5%
Operating Margin1.9%1.9%1.7%2.5%1.6%
Net Margin0.6%0.6%0.4%1.4%0.9%
Balance Sheet
Debt/Equity1.391.391.321.261.18
Current Ratio1.151.15———
Cash Flow
Free Cash Flow$607.3M$607.3M$-2.77B$-122.7M$-4.59B
Returns
ROE2.6%2.6%1.8%5.5%3.1%
Valuation
P/E8.348.3414.254.435.73
EV/EBITDA4.454.455.033.583.98
P/B0.210.210.260.240.18
Growth & Yield
Revenue Growth7.7%7.7%10.5%22.1%—
EPS Growth44.6%44.6%-66.4%83.1%—
Dividend Yield5.7%5.7%———

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

-9.6%

fácil

EPS terminal req.

$82.61

Spread vs growth

54.1%

5Y implied EPS CAGR

-2.2%

fácil

EPS terminal req.

$99.96

Spread vs growth

46.8%

10Y implied EPS CAGR

3.7%

fácil

EPS terminal req.

$160.98

Spread vs growth

40.8%

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 +20.2%

Total return

+20.2%

Start / end P/E

10.6x → 8.4x

EPS bridge

77.24 → 111.66

Residual

-9.3%

EPS growth+44.6%
Multiple rerating-20.8%
Dividend+5.7%
Residual / FX / buybacks / cross-term-9.3%

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.