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v0.1
7279.T$2348.00-5.28%
Fair $2348.00+0.0%

7279.T

Hi-Lex Corporation

Industrials / ConglomeratesTokyo

$2348.00

-131.00 (-5.28%)

Fairly Valued+0.0%Fair Value $2348.00Fund rank 28/100 · Data gapFallback financials|
SA 62/B
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 $3.2B · quality 48.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

62/100

B

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 4.8%, below the 5% threshold
Thesis & Journal · 7279.TLocal privado en este navegador · Hi-Lex 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

$86.8B

P/E

10.4x

↓

EV/EBITDA

1.8x

↓

ROE

4.8%

↓

Gross Margin

11.2%

↓

Debt/Equity

0.05

↓
52-Week Range$2348
$1582$4020

TradingView lightweight chart

7279.T price, volumen y niveles de valoración

Último $2,348Periodo +117.6%
Fair value: $2,348

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

+6.0%

FCF CAGR

—

FCF margin

1.1%

FCF / Net income

0.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $304.12B · net income $8.42B · FCF $3.25B

2022-FY → 2025-FY

Gross margin

11.2%+3.4% pts

Operating margin

1.1%+3.0% pts

Net margin

2.8%+5.6% pts

FCF margin

1.1%+4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$304.12B$304.12B$308.38B$298.62B$255.62B
Net Income$8.42B$8.42B$1.97B$-2.99B$-7.12B
EBITDA$21.25B$21.25B$16.69B$9.19B$4.34B
EPS224.78224.7852.58-79.75-189.85
Gross Margin11.2%11.2%10.0%10.5%7.8%
Operating Margin1.1%1.1%0.1%1.0%-1.9%
Net Margin2.8%2.8%0.6%-1.0%-2.8%
Balance Sheet
Debt/Equity0.050.050.070.070.07
Current Ratio1.881.88———
Cash Flow
Free Cash Flow$3.25B$3.25B$836.0M$7.37B$-9.07B
Returns
ROE4.8%4.8%1.2%-1.7%-4.1%
Valuation
P/E10.4510.4530.92——
EV/EBITDA1.851.851.321.682.51
P/B0.500.500.360.280.23
Growth & Yield
Revenue Growth-1.4%-1.4%3.3%16.8%—
EPS Growth327.5%327.5%165.9%58.0%—
Dividend Yield2.3%2.3%———

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

-2.5%

fácil

EPS terminal req.

$208.35

Spread vs growth

330.0%

5Y implied EPS CAGR

2.3%

fácil

EPS terminal req.

$252.10

Spread vs growth

325.2%

10Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$406.01

Spread vs growth

321.4%

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 +43.9%

Total return

+43.9%

Start / end P/E

31.5x → 10.4x

EPS bridge

52.58 → 224.78

Residual

-219.0%

EPS growth+327.5%
Multiple rerating-66.9%
Dividend+2.3%
Residual / FX / buybacks / cross-term-219.0%

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.