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7264.T$1287.00-0.76%
Fair $1287.00+0.0%

7264.T

Muro Corporation

Consumer Cyclical / Auto PartsTokyo

$1287.00

-10.00 (-0.76%)

Fairly Valued+0.0%Fair Value $1287.00Fund rank 25/100 · Data gapFallback financials|
SA 51/C
F-Score: 5/9
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 18%

FCF escenarios

weak_data · normalized FCF $-543.4M · quality 43.7/100

Data gap 25/100
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

51/100

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: 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 2.2%, below the 5% threshold
Thesis & Journal · 7264.TLocal privado en este navegador · Muro 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

$7.8B

P/E

10.9x

↓

EV/EBITDA

0.7x

↓

ROE

2.2%

↓

Gross Margin

17.4%

↓

Debt/Equity

0.11

↓
52-Week Range$1287
$1116$1460

TradingView lightweight chart

7264.T price, volumen y niveles de valoración

Último $1,300Periodo +94.0%
Fair value: $1,287

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

+3.2%

FCF CAGR

—

FCF margin

-2.4%

FCF / Net income

-1.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.59B · net income $486.3M · FCF $-543.4M

2022-FY → 2025-FY

Gross margin

17.4%-2.2% pts

Operating margin

3.3%-2.8% pts

Net margin

2.2%-4.4% pts

FCF margin

-2.4%-2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$22.59B$22.59B$23.66B$21.84B$20.53B
Net Income$486.3M$486.3M$1.32B$291.5M$1.35B
EBITDA$2.38B$2.38B$3.46B$2.21B$3.37B
EPS80.4880.48218.0248.24223.07
Gross Margin17.4%17.4%19.2%15.4%19.5%
Operating Margin3.3%3.3%6.1%1.9%6.1%
Net Margin2.2%2.2%5.6%1.3%6.6%
Balance Sheet
Debt/Equity0.110.110.130.100.08
Current Ratio2.672.67———
Cash Flow
Free Cash Flow$-543.4M$-543.4M$1.39B$-598.1M$-91.9M
Returns
ROE2.2%2.2%6.1%1.5%7.0%
Valuation
P/E10.8910.896.9622.824.96
EV/EBITDA0.700.700.730.800.46
P/B0.350.350.420.340.35
Growth & Yield
Revenue Growth-4.5%-4.5%8.3%6.4%—
EPS Growth-63.1%-63.1%351.9%-78.4%—
Dividend Yield3.7%3.7%———

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

12.4%

razonable

EPS terminal req.

$114.20

Spread vs growth

-75.5%

5Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$138.18

Spread vs growth

-74.5%

10Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$222.54

Spread vs growth

-73.8%

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 +18.6%

Total return

+18.6%

Start / end P/E

5.2x → 16.2x

EPS bridge

218.02 → 80.48

Residual

-133.4%

EPS growth-63.1%
Multiple rerating+211.4%
Dividend+3.7%
Residual / FX / buybacks / cross-term-133.4%

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.