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7278.T$6090.00-2.08%
Fair $6090.00+0.0%

7278.T

EXEDY Corporation

Consumer Cyclical / Auto PartsTokyo

$6090.00

-130.00 (-2.08%)

Fairly Valued+0.0%Fair Value $6090.00Fund rank 37/100 · Data gapFallback financials|
SA 58/C
F-Score: 6/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $23.5B · quality 77.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

58/100

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: 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 · 7278.TLocal privado en este navegador · EXEDY 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

$222.6B

P/E

16.3x

↓

EV/EBITDA

6.7x

↓

ROE

7.1%

↑

Gross Margin

19.2%

↓

Debt/Equity

0.31

↓
52-Week Range$6090
$4005$6290

TradingView lightweight chart

7278.T price, volumen y niveles de valoración

Último $6,110Periodo +683.3%
Fair value: $6,090

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

+5.8%

FCF CAGR

+19.8%

FCF margin

7.6%

FCF / Net income

1.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $309.56B · net income $12.74B · FCF $23.46B

2022-FY → 2025-FY

Gross margin

19.2%+0.8% pts

Operating margin

7.1%+0.0% pts

Net margin

4.1%-0.7% pts

FCF margin

7.6%+2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$309.56B$309.56B$308.34B$285.64B$261.10B
Net Income$12.74B$12.74B$-10.02B$4.59B$12.48B
EBITDA$36.18B$36.18B$7.16B$30.89B$39.89B
EPS——-213.4397.78265.92
Gross Margin19.2%19.2%17.5%15.7%18.4%
Operating Margin7.1%7.1%-5.0%3.1%7.0%
Net Margin4.1%4.1%-3.3%1.6%4.8%
Balance Sheet
Debt/Equity0.310.310.140.150.17
Current Ratio2.602.60———
Cash Flow
Free Cash Flow$23.46B$23.46B$28.13B$14.78B$13.63B
Returns
ROE7.1%7.1%-4.6%2.0%5.6%
Valuation
P/E16.2616.26—18.325.47
EV/EBITDA6.726.7213.231.881.27
P/B1.411.410.630.370.31
Growth & Yield
Revenue Growth0.4%0.4%7.9%9.4%—
EPS Growth——-318.3%-63.2%—
Dividend Yield5.7%5.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +48.8%

Total return

+48.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-213.43 → n/d

Residual

+43.1%

EPS growthn/d
Multiple reratingn/d
Dividend+5.7%
Residual / FX / buybacks / cross-term+43.1%

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.