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7219.T$2350.00+0.21%
Fair $2350.00+0.0%

7219.T

HKS Co., Ltd.

Consumer Cyclical / Auto PartsTokyo

$2350.00

+5.00 (+0.21%)

Fairly Valued+0.0%Fair Value $2350.00Fund rank 27/100 · Data gapFallback financials|
SA 59/C
F-Score: 7/9
Declining RevenueLow 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 18%

FCF escenarios

weak_data · normalized FCF $-40.0M · quality 46.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

59/100

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 3.4%, below the 5% threshold
Thesis & Journal · 7219.TLocal privado en este navegador · HKS 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

$3.3B

P/E

8.0x

↓

EV/EBITDA

1.6x

↓

ROE

3.4%

↓

Gross Margin

40.3%

↑

Debt/Equity

0.05

↓
52-Week Range$2350
$1961$2400

TradingView lightweight chart

7219.T price, volumen y niveles de valoración

Último $2,350Periodo +36.2%
Fair value: $2,350

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

+1.3%

FCF CAGR

+14.3%

FCF margin

3.4%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.98B · net income $361.4M · FCF $304.8M

2022-FY → 2025-FY

Gross margin

40.3%-0.2% pts

Operating margin

4.4%-1.8% pts

Net margin

4.0%-1.7% pts

FCF margin

3.4%+1.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.98B$8.98B$9.00B$9.24B$8.63B
Net Income$361.4M$361.4M$347.7M$451.1M$496.2M
EBITDA$1.18B$1.18B$1.20B$1.30B$1.27B
EPS255.45255.45245.77318.78350.65
Gross Margin40.3%40.3%40.6%40.9%40.5%
Operating Margin4.4%4.4%4.6%6.9%6.2%
Net Margin4.0%4.0%3.9%4.9%5.7%
Balance Sheet
Debt/Equity0.050.050.070.090.12
Current Ratio4.554.55———
Cash Flow
Free Cash Flow$304.8M$304.8M$-244.7M$-40.0M$204.2M
Returns
ROE3.4%3.4%3.4%4.5%5.2%
Valuation
P/E8.038.038.357.135.72
EV/EBITDA1.581.581.291.611.60
P/B0.310.310.280.320.30
Growth & Yield
Revenue Growth-0.3%-0.3%-2.6%7.1%—
EPS Growth3.9%3.9%-22.9%-9.1%—
Dividend Yield2.8%2.8%———

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

-6.5%

fácil

EPS terminal req.

$208.52

Spread vs growth

10.5%

5Y implied EPS CAGR

-0.2%

fácil

EPS terminal req.

$252.31

Spread vs growth

4.2%

10Y implied EPS CAGR

4.8%

fácil

EPS terminal req.

$406.35

Spread vs growth

-0.8%

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 +22.1%

Total return

+22.1%

Start / end P/E

8.0x → 9.2x

EPS bridge

245.77 → 255.45

Residual

+0.6%

EPS growth+3.9%
Multiple rerating+14.8%
Dividend+2.8%
Residual / FX / buybacks / cross-term+0.6%

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.