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7218.T$980.00+0.30%
Fair $980.00+0.0%

7218.T

Tanaka Seimitsu Kogyo Co., Ltd.

Consumer Cyclical / Auto PartsTokyo

$980.00

+3.00 (+0.30%)

Fairly Valued+0.0%Fair Value $980.00Fund rank 35/100 · Data gapFallback financials|
SA 47/C
F-Score: 5/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.5B · quality 68.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

47/100

C

Piotroski

5/9

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 7218.TLocal privado en este navegador · Tanaka Seimitsu Kogyo 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

$9.6B

P/E

8.0x

↓

EV/EBITDA

0.7x

↓

ROE

7.4%

↑

Gross Margin

18.4%

↓

Debt/Equity

0.17

↓
52-Week Range$980
$990$1294

TradingView lightweight chart

7218.T price, volumen y niveles de valoración

Último $1,002Periodo +150.5%
Fair value: $980.00

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

+10.9%

FCF CAGR

+5.2%

FCF margin

2.0%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.47B · net income $1.79B · FCF $809.8M

2022-FY → 2025-FY

Gross margin

18.4%+3.7% pts

Operating margin

6.7%+2.3% pts

Net margin

4.4%+3.2% pts

FCF margin

2.0%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$40.47B$40.47B$42.55B$34.23B$29.67B
Net Income$1.79B$1.79B$2.22B$1.02B$373.7M
EBITDA$5.49B$5.49B$6.60B$5.55B$3.60B
EPS185.32185.32228.74104.7638.28
Gross Margin18.4%18.4%18.1%16.7%14.7%
Operating Margin6.7%6.7%8.6%6.4%4.4%
Net Margin4.4%4.4%5.2%3.0%1.3%
Balance Sheet
Debt/Equity0.170.170.180.360.50
Current Ratio2.052.05———
Cash Flow
Free Cash Flow$809.8M$809.8M$4.87B$3.51B$696.3M
Returns
ROE7.4%7.4%9.8%5.5%2.3%
Valuation
P/E7.967.965.716.5716.04
EV/EBITDA0.710.710.970.882.05
P/B0.390.390.560.360.36
Growth & Yield
Revenue Growth-4.9%-4.9%24.3%15.4%—
EPS Growth-19.0%-19.0%118.3%173.7%—
Dividend Yield3.4%3.4%———

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

-22.3%

fácil

EPS terminal req.

$86.96

Spread vs growth

3.3%

5Y implied EPS CAGR

-10.7%

fácil

EPS terminal req.

$105.22

Spread vs growth

-8.3%

10Y implied EPS CAGR

-0.9%

fácil

EPS terminal req.

$169.46

Spread vs growth

-18.1%

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 +0.2%

Total return

+0.2%

Start / end P/E

4.5x → 5.4x

EPS bridge

228.74 → 185.32

Residual

-3.7%

EPS growth-19.0%
Multiple rerating+19.5%
Dividend+3.4%
Residual / FX / buybacks / cross-term-3.7%

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.