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7354.T$285.00+1.10%
Fair $285.00+0.0%

7354.T

Direct Marketing MiX Inc.

Communication Services / Advertising AgenciesTokyo

$285.00

+3.00 (+1.10%)

Fairly Valued+0.0%Fair Value $285.00Fund rank 35/100 · Data gapFallback financials|
SA 40/C
F-Score: 2/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 74.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

40/100

C

Piotroski

2/9

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 · 7354.TLocal privado en este navegador · Direct Marketing MiX Inc.
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

$13.0B

P/E

9.9x

↓

EV/EBITDA

6.6x

↓

ROE

9.0%

↑

Gross Margin

N/A

•

Debt/Equity

0.43

↑
52-Week Range$285
$217$355

TradingView lightweight chart

7354.T price, volumen y niveles de valoración

Último $276.00Periodo -78.2%
Fair value: $285.00

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

-13.2%

FCF CAGR

—

FCF margin

—

FCF / Net income

—

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.69B · net income $1.34B · FCF —

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

9.4%-7.2% pts

Net margin

5.9%-5.0% pts

FCF margin

—— pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$22.69B$22.69B$20.95B$26.85B$34.67B
Net Income$1.34B$1.34B$834.3M$310.0M$3.80B
EBITDA$2.15B$2.15B$2.84B$2.84B$7.24B
EPS——17.896.5778.86
Operating Margin9.4%9.4%6.8%4.5%16.6%
Net Margin5.9%5.9%4.0%1.2%11.0%
Balance Sheet
Debt/Equity0.430.430.420.440.32
Current Ratio1.511.51———
Cash Flow
Free Cash Flow——$1.87B$1.47B$4.68B
Returns
ROE9.0%9.0%6.1%2.4%24.4%
Valuation
P/E9.929.9214.9867.2818.92
EV/EBITDA6.566.564.617.799.58
P/B0.890.890.911.604.62
Growth & Yield
Revenue Growth8.3%8.3%-22.0%-22.6%—
EPS Growth——172.3%-91.7%—
Dividend Yield3.4%3.4%———

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 +24.5%

Total return

+24.5%

Start / end P/E

n/dx → n/dx

EPS bridge

17.89 → n/d

Residual

+21.1%

EPS growthn/d
Multiple reratingn/d
Dividend+3.4%
Residual / FX / buybacks / cross-term+21.1%

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.