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7305.T$2448.00-0.85%
Fair $2448.00+0.0%

7305.T

Araya Industrial Co., Ltd.

Basic Materials / SteelTokyo

$2448.00

-21.00 (-0.85%)

Fairly Valued+0.0%Fair Value $2448.00Fund rank 33/100 · Data gapFallback financials|
SA 52/C
F-Score: 7/9
Declining Revenue

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.8B · quality 66.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

52/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · 7305.TLocal privado en este navegador · Araya 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

$23.3B

P/E

15.3x

↓

EV/EBITDA

6.7x

↓

ROE

6.8%

↑

Gross Margin

18.0%

↓

Debt/Equity

0.18

↓
52-Week Range$2448
$2233$2925

TradingView lightweight chart

7305.T price, volumen y niveles de valoración

Último $2,448Periodo +420.9%
Fair value: $2,448

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

+1.7%

FCF CAGR

+84.4%

FCF margin

4.3%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $42.84B · net income $2.13B · FCF $1.84B

2022-FY → 2025-FY

Gross margin

18.0%-4.0% pts

Operating margin

3.8%-4.5% pts

Net margin

5.0%-1.3% pts

FCF margin

4.3%+3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$42.84B$42.84B$44.56B$46.43B$40.76B
Net Income$2.13B$2.13B$1.69B$3.06B$2.57B
EBITDA$3.81B$3.81B$3.46B$5.50B$4.55B
EPS195.85195.85151.97274.93231.09
Gross Margin18.0%18.0%17.5%22.5%22.0%
Operating Margin3.8%3.8%4.6%10.0%8.3%
Net Margin5.0%5.0%3.8%6.6%6.3%
Balance Sheet
Debt/Equity0.180.180.170.200.23
Current Ratio1.731.73———
Cash Flow
Free Cash Flow$1.84B$1.84B$2.41B$1.00B$294.0M
Returns
ROE6.8%6.8%4.8%9.6%9.0%
Valuation
P/E15.3515.3511.633.693.42
EV/EBITDA6.726.724.681.691.60
P/B0.850.850.550.350.31
Growth & Yield
Revenue Growth-3.8%-3.8%-4.0%13.9%—
EPS Growth28.9%28.9%-44.7%19.0%—
Dividend Yield8.1%8.1%———

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

3.5%

fácil

EPS terminal req.

$217.22

Spread vs growth

25.4%

5Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$262.84

Spread vs growth

22.8%

10Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$423.30

Spread vs growth

20.9%

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 +15.5%

Total return

+15.5%

Start / end P/E

15.0x → 12.5x

EPS bridge

151.97 → 195.85

Residual

-4.8%

EPS growth+28.9%
Multiple rerating-16.7%
Dividend+8.1%
Residual / FX / buybacks / cross-term-4.8%

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.