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7236.T$14980.00+3.10%
Fair $14980.00+0.0%

7236.T

T.RAD Co., Ltd.

Consumer Cyclical / Auto PartsTokyo

$14980.00

+460.00 (+3.10%)

Fairly Valued+0.0%Fair Value $14980.00Fund rank 28/100 · Data gapFallback financials|
SA 70/B
F-Score: 8/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $2.3B · quality 46.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

70/100

B

Piotroski

8/9

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 · 7236.TLocal privado en este navegador · T.RAD 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

$84.8B

P/E

10.1x

↓

EV/EBITDA

8.1x

↓

ROE

8.7%

↑

Gross Margin

12.6%

↓

Debt/Equity

0.44

↑
52-Week Range$14980
$4325$15900

TradingView lightweight chart

7236.T price, volumen y niveles de valoración

Último $15,320Periodo +277.3%
Fair value: $14,980

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

+6.0%

FCF CAGR

+16.2%

FCF margin

1.4%

FCF / Net income

0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $159.24B · net income $4.25B · FCF $2.28B

2022-FY → 2025-FY

Gross margin

12.6%+1.3% pts

Operating margin

4.6%+0.8% pts

Net margin

2.7%-0.0% pts

FCF margin

1.4%+0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$159.24B$159.24B$158.66B$149.41B$133.58B
Net Income$4.25B$4.25B$1.25B$-3.60B$3.60B
EBITDA$12.64B$12.64B$10.98B$4.74B$11.97B
EPS653.84653.84190.52-550.88515.97
Gross Margin12.6%12.6%9.4%7.9%11.3%
Operating Margin4.6%4.6%2.7%0.7%3.8%
Net Margin2.7%2.7%0.8%-2.4%2.7%
Balance Sheet
Debt/Equity0.440.440.560.530.43
Current Ratio2.232.23———
Cash Flow
Free Cash Flow$2.28B$2.28B$9.76B$-2.47B$1.45B
Returns
ROE8.7%8.7%2.8%-8.5%8.1%
Valuation
P/E10.1410.1420.21—4.56
EV/EBITDA8.068.062.715.671.86
P/B2.002.000.560.350.37
Growth & Yield
Revenue Growth0.4%0.4%6.2%11.9%—
EPS Growth243.2%243.2%134.6%-206.8%—
Dividend Yield0.5%0.5%———

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

26.7%

muy exigente

EPS terminal req.

$1329.23

Spread vs growth

216.5%

5Y implied EPS CAGR

19.7%

exigente

EPS terminal req.

$1608.36

Spread vs growth

223.5%

10Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$2590.28

Spread vs growth

228.4%

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 +218.0%

Total return

+218.0%

Start / end P/E

25.3x → 23.4x

EPS bridge

190.52 → 653.84

Residual

-18.2%

EPS growth+243.2%
Multiple rerating-7.5%
Dividend+0.5%
Residual / FX / buybacks / cross-term-18.2%

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.