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7318.T$2470.00+8.57%
Fair $2470.00+0.0%

7318.T

Serendip Holdings Co.,Ltd.

Industrials / Specialty Business ServicesTokyo

$2470.00

+195.00 (+8.57%)

Fairly Valued+0.0%Fair Value $2470.00Fund rank 21/100 · Data gapFallback financials|
SA 61/B
F-Score: 5/9

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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $186.8M · quality 25.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

61/100

B

Piotroski

5/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 7318.TLocal privado en este navegador · Serendip Holdings 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

$44.9B

P/E

11.1x

↓

EV/EBITDA

12.2x

↑

ROE

25.7%

↑

Gross Margin

16.9%

↓

Debt/Equity

1.67

↑
52-Week Range$2470
$531$2479

TradingView lightweight chart

7318.T price, volumen y niveles de valoración

Último $2,470Periodo +618.0%
Fair value: $2,470

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

+22.1%

FCF CAGR

—

FCF margin

-8.4%

FCF / Net income

-1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.12B · net income $2.09B · FCF $-2.12B

2022-FY → 2025-FY

Gross margin

16.9%+1.5% pts

Operating margin

2.9%+1.5% pts

Net margin

8.3%+6.9% pts

FCF margin

-8.4%-4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$25.12B$25.12B$19.79B$15.20B$13.81B
Net Income$2.09B$2.09B$518.8M$312.5M$200.0M
EBITDA$4.23B$4.23B$1.92B$1.69B$1.29B
EPS115.60115.6028.8217.2911.84
Gross Margin16.9%16.9%16.4%16.2%15.4%
Operating Margin2.9%2.9%2.4%2.1%1.4%
Net Margin8.3%8.3%2.6%2.1%1.4%
Balance Sheet
Debt/Equity1.671.671.141.421.58
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$-2.12B$-2.12B$1.21B$186.8M$-505.6M
Returns
ROE25.7%25.7%8.4%7.0%4.5%
Valuation
P/E11.1111.1117.0914.8414.89
EV/EBITDA12.2212.226.214.735.00
P/B5.495.491.441.030.67
Growth & Yield
Revenue Growth27.0%27.0%30.2%10.1%—
EPS Growth301.1%301.1%66.7%46.0%—

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

23.8%

exigente

EPS terminal req.

$219.17

Spread vs growth

277.3%

5Y implied EPS CAGR

18.1%

exigente

EPS terminal req.

$265.20

Spread vs growth

283.0%

10Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$427.10

Spread vs growth

287.1%

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 +339.1%

Total return

+339.1%

Start / end P/E

19.5x → 21.4x

EPS bridge

28.82 → 115.60

Residual

+28.6%

EPS growth+301.1%
Multiple rerating+9.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term+28.6%

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.