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7238.T$120.00-3.23%
Fair $120.00+0.0%

7238.T

Akebono Brake Industry Co., Ltd.

Consumer Cyclical / Auto PartsTokyo

$120.00

-4.00 (-3.23%)

Fairly Valued+0.0%Fair Value $120.00Fund rank 22/100 · Data gapFallback financials|
SA 45/C
F-Score: 6/9
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 $-2.9B · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

45/100

C

Piotroski

6/9

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 0.3%, below the 5% threshold
Thesis & Journal · 7238.TLocal privado en este navegador · Akebono Brake Industry 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

$32.6B

P/E

35.2x

↑

EV/EBITDA

4.0x

↓

ROE

0.3%

↓

Gross Margin

10.0%

↓

Debt/Equity

0.71

↑
52-Week Range$120
$95$183

TradingView lightweight chart

7238.T price, volumen y niveles de valoración

Último $120.00Periodo -39.1%
Fair value: $120.00

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

+6.1%

FCF CAGR

—

FCF margin

-2.7%

FCF / Net income

-26.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $161.67B · net income $168.0M · FCF $-4.43B

2022-FY → 2025-FY

Gross margin

10.0%-2.8% pts

Operating margin

1.9%-1.2% pts

Net margin

0.1%-3.0% pts

FCF margin

-2.7%-3.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$161.67B$161.67B$166.30B$153.98B$135.50B
Net Income$168.0M$168.0M$3.45B$960.0M$4.15B
EBITDA$12.44B$12.44B$11.74B$9.90B$12.17B
EPS0.310.316.571.95—
Gross Margin10.0%10.0%9.5%8.8%12.8%
Operating Margin1.9%1.9%1.9%0.1%3.1%
Net Margin0.1%0.1%2.1%0.6%3.1%
Balance Sheet
Debt/Equity0.710.710.941.151.18
Current Ratio2.082.08———
Cash Flow
Free Cash Flow$-4.43B$-4.43B$3.42B$-2.89B$458.0M
Returns
ROE0.3%0.3%6.6%2.2%9.8%
Valuation
P/E35.1935.1921.1673.85—
EV/EBITDA3.983.983.504.413.25
P/B0.660.660.350.440.46
Growth & Yield
Revenue Growth-2.8%-2.8%8.0%13.6%—
EPS Growth-95.3%-95.3%236.9%——

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

225.1%

muy exigente

EPS terminal req.

$10.65

Spread vs growth

-320.3%

5Y implied EPS CAGR

110.7%

muy exigente

EPS terminal req.

$12.88

Spread vs growth

-206.0%

10Y implied EPS CAGR

52.3%

muy exigente

EPS terminal req.

$20.75

Spread vs growth

-147.5%

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 +25.0%

Total return

+25.0%

Start / end P/E

14.6x → 387.1x

EPS bridge

6.57 → 0.31

Residual

-2428.9%

EPS growth-95.3%
Multiple rerating+2549.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-2428.9%

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.