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v0.1
7247.T$348.00-0.55%
Fair $348.00+0.0%

7247.T

Mikuni Corporation

Consumer Cyclical / Auto PartsTokyo

$348.00

-2.00 (-0.55%)

Fairly Valued+0.0%Fair Value $348.00Fund rank 22/100 · Data gapFallback financials|
SA 49/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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-3.1B · 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 9/100Data 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

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 · 7247.TLocal privado en este navegador · Mikuni Corporation
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

$11.7B

P/E

4.1x

↓

EV/EBITDA

5.0x

↓

ROE

5.3%

↑

Gross Margin

15.5%

↓

Debt/Equity

1.08

↑
52-Week Range$348
$278$435

TradingView lightweight chart

7247.T price, volumen y niveles de valoración

Último $363.00Periodo +202.5%
Fair value: $348.00

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

+7.9%

FCF CAGR

—

FCF margin

-3.5%

FCF / Net income

-1.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $101.43B · net income $2.00B · FCF $-3.58B

2022-FY → 2025-FY

Gross margin

15.5%-2.3% pts

Operating margin

3.0%-1.1% pts

Net margin

2.0%+0.3% pts

FCF margin

-3.5%-5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$101.43B$101.43B$99.94B$93.85B$80.79B
Net Income$2.00B$2.00B$1.11B$-1.68B$1.32B
EBITDA$10.30B$10.30B$9.20B$6.10B$8.46B
EPS59.2959.2933.19-50.1339.31
Gross Margin15.5%15.5%15.7%16.3%17.8%
Operating Margin3.0%3.0%3.7%3.3%4.1%
Net Margin2.0%2.0%1.1%-1.8%1.6%
Balance Sheet
Debt/Equity1.081.081.001.171.16
Current Ratio1.411.41———
Cash Flow
Free Cash Flow$-3.58B$-3.58B$-3.14B$-1.26B$1.72B
Returns
ROE5.3%5.3%2.8%-5.4%4.2%
Valuation
P/E4.144.1413.59—9.51
EV/EBITDA4.964.965.637.185.16
P/B0.310.310.380.340.40
Growth & Yield
Revenue Growth1.5%1.5%6.5%16.2%—
EPS Growth78.6%78.6%166.2%-227.5%—
Dividend Yield4.1%4.1%———

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

-19.5%

fácil

EPS terminal req.

$30.88

Spread vs growth

98.2%

5Y implied EPS CAGR

-8.8%

fácil

EPS terminal req.

$37.36

Spread vs growth

87.5%

10Y implied EPS CAGR

0.1%

fácil

EPS terminal req.

$60.17

Spread vs growth

78.5%

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 +29.3%

Total return

+29.3%

Start / end P/E

8.7x → 6.1x

EPS bridge

33.19 → 59.29

Residual

-23.5%

EPS growth+78.6%
Multiple rerating-29.9%
Dividend+4.1%
Residual / FX / buybacks / cross-term-23.5%

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.