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v0.1
7266.T$912.00-0.33%
Fair $912.00+0.0%

7266.T

Imasen Electric Industrial Co., Ltd.

Consumer Cyclical / Auto PartsTokyo

$912.00

-3.00 (-0.33%)

Fairly Valued+0.0%Fair Value $912.00Fund rank 29/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9
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 19%

FCF escenarios

weak_data · normalized FCF $-963.0M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

54/100

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: 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 4.0%, below the 5% threshold
Thesis & Journal · 7266.TLocal privado en este navegador · Imasen Electric Industrial 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

$19.4B

P/E

7.9x

↓

EV/EBITDA

1.1x

↓

ROE

4.0%

↓

Gross Margin

8.0%

↓

Debt/Equity

0.06

↓
52-Week Range$912
$647$1080

TradingView lightweight chart

7266.T price, volumen y niveles de valoración

Último $912.00Periodo +53.3%
Fair value: $912.00

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

+3.5%

FCF CAGR

—

FCF margin

0.7%

FCF / Net income

0.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $94.34B · net income $2.08B · FCF $690.0M

2022-FY → 2025-FY

Gross margin

8.0%-0.1% pts

Operating margin

0.4%+0.5% pts

Net margin

2.2%+3.6% pts

FCF margin

0.7%+1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$94.34B$94.34B$99.73B$99.73B$85.16B
Net Income$2.08B$2.08B$-71.0M$-2.05B$-1.21B
EBITDA$6.67B$6.67B$3.17B$3.19B$3.62B
EPS95.2495.24-3.26-89.70—
Gross Margin8.0%8.0%7.7%6.3%8.2%
Operating Margin0.4%0.4%0.0%-0.8%-0.1%
Net Margin2.2%2.2%-0.1%-2.1%-1.4%
Balance Sheet
Debt/Equity0.060.060.130.210.17
Current Ratio2.582.58———
Cash Flow
Free Cash Flow$690.0M$690.0M$-963.0M$-2.43B$-411.0M
Returns
ROE4.0%4.0%-0.1%-4.2%-2.4%
Valuation
P/E7.897.89———
EV/EBITDA1.151.152.522.600.70
P/B0.380.380.260.320.28
Growth & Yield
Revenue Growth-5.4%-5.4%0.0%17.1%—
EPS Growth3021.5%3021.5%96.4%——
Dividend Yield3.5%3.5%———

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

-5.3%

fácil

EPS terminal req.

$80.92

Spread vs growth

3026.8%

5Y implied EPS CAGR

0.6%

fácil

EPS terminal req.

$97.92

Spread vs growth

3020.9%

10Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$157.70

Spread vs growth

3016.3%

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 +39.6%

Total return

+39.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-3.26 → 95.24

Residual

+36.1%

EPS growthn/d
Multiple reratingn/d
Dividend+3.5%
Residual / FX / buybacks / cross-term+36.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.