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7284.T$1300.00+0.08%
Fair $1300.00+0.0%

7284.T

Meiwa Industry Co., Ltd.

Consumer Cyclical / Auto PartsTokyo

$1300.00

+1.00 (+0.08%)

Fairly Valued+0.0%Fair Value $1300.00Fund rank 28/100 · Data gapFallback financials|
SA 46/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 20%

FCF escenarios

weak_data · normalized FCF $-413.4M · quality 56.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

46/100

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 3.8%, below the 5% threshold
Thesis & Journal · 7284.TLocal privado en este navegador · Meiwa Industry 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

$4.5B

P/E

58.5x

↑

EV/EBITDA

4.8x

↓

ROE

3.8%

↓

Gross Margin

15.0%

↓

Debt/Equity

0.53

↑
52-Week Range$1300
$990$1355

TradingView lightweight chart

7284.T price, volumen y niveles de valoración

Último $1,300Periodo +16.6%
Fair value: $1,300

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

+5.7%

FCF CAGR

—

FCF margin

-4.4%

FCF / Net income

-2.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.25B · net income $452.9M · FCF $-1.02B

2022-FY → 2025-FY

Gross margin

15.0%-0.4% pts

Operating margin

2.2%+0.9% pts

Net margin

1.9%+0.4% pts

FCF margin

-4.4%-4.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$23.25B$23.25B$22.39B$21.20B$19.68B
Net Income$452.9M$452.9M$-305.5M$-73.8M$307.5M
EBITDA$1.59B$1.59B$639.9M$874.5M$1.23B
EPS129.43129.43-87.31-21.1087.88
Gross Margin15.0%15.0%11.2%13.9%15.3%
Operating Margin2.2%2.2%-1.9%0.3%1.3%
Net Margin1.9%1.9%-1.4%-0.3%1.6%
Balance Sheet
Debt/Equity0.530.530.600.510.50
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$-1.02B$-1.02B$-334.2M$-413.4M$-71.6M
Returns
ROE3.8%3.8%-2.8%-0.7%2.9%
Valuation
P/E58.4858.48——11.49
EV/EBITDA4.764.769.116.634.27
P/B0.380.380.320.300.33
Growth & Yield
Revenue Growth3.8%3.8%5.7%7.7%—
EPS Growth248.2%248.2%-313.8%-124.0%—
Dividend Yield3.9%3.9%———

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

-3.8%

fácil

EPS terminal req.

$115.35

Spread vs growth

252.0%

5Y implied EPS CAGR

1.5%

fácil

EPS terminal req.

$139.58

Spread vs growth

246.7%

10Y implied EPS CAGR

5.7%

razonable

EPS terminal req.

$224.79

Spread vs growth

242.6%

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 +32.8%

Total return

+32.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-87.31 → 129.43

Residual

+29.0%

EPS growthn/d
Multiple reratingn/d
Dividend+3.9%
Residual / FX / buybacks / cross-term+29.0%

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.