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v0.1
7215.T$453.00+0.89%
Fair $453.00+0.0%

7215.T

Faltec Co., Ltd.

Consumer Cyclical / Auto PartsTokyo

$453.00

+4.00 (+0.89%)

Fairly Valued+0.0%Fair Value $453.00Fund rank 26/100 · Data gapFallback financials|
SA 49/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 16%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 37.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

49/100

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 1.7%, below the 5% threshold
Thesis & Journal · 7215.TLocal privado en este navegador · Faltec 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

$4.2B

P/E

12.9x

↓

EV/EBITDA

2.1x

↓

ROE

1.7%

↓

Gross Margin

15.8%

↓

Debt/Equity

1.37

↑
52-Week Range$453
$337$460

TradingView lightweight chart

7215.T price, volumen y niveles de valoración

Último $453.00Periodo -70.0%
Fair value: $453.00

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

+4.6%

FCF CAGR

—

FCF margin

2.2%

FCF / Net income

5.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $79.11B · net income $328.0M · FCF $1.74B

2022-FY → 2025-FY

Gross margin

15.8%+0.3% pts

Operating margin

3.0%+0.9% pts

Net margin

0.4%+1.3% pts

FCF margin

2.2%+4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$79.11B$79.11B$81.89B$74.10B$69.12B
Net Income$328.0M$328.0M$-790.0M$-2.31B$-623.0M
EBITDA$7.12B$7.12B$4.37B$3.37B$4.90B
EPS35.0635.06-84.30-246.35-66.43
Gross Margin15.8%15.8%15.0%12.9%15.5%
Operating Margin3.0%3.0%2.6%-0.3%2.1%
Net Margin0.4%0.4%-1.0%-3.1%-0.9%
Balance Sheet
Debt/Equity1.371.371.621.571.24
Current Ratio1.351.35———
Cash Flow
Free Cash Flow$1.74B$1.74B$2.28B$-401.0M$-1.79B
Returns
ROE1.7%1.7%-4.8%-13.8%-3.2%
Valuation
P/E12.9212.92———
EV/EBITDA2.132.133.995.803.91
P/B0.230.230.320.330.30
Growth & Yield
Revenue Growth-3.4%-3.4%10.5%7.2%—
EPS Growth141.6%141.6%65.8%-270.8%—

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

4.7%

fácil

EPS terminal req.

$40.20

Spread vs growth

136.9%

5Y implied EPS CAGR

6.8%

razonable

EPS terminal req.

$48.64

Spread vs growth

134.8%

10Y implied EPS CAGR

8.4%

razonable

EPS terminal req.

$78.33

Spread vs growth

133.2%

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 +28.7%

Total return

+28.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-84.30 → 35.06

Residual

+28.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+28.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.