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7359.T$238.00-0.83%
Fair $238.00+0.0%

7359.T

Tokyo Communications Group,Inc.

Communication Services / Advertising AgenciesTokyo

$238.00

-2.00 (-0.83%)

Fairly Valued+0.0%Fair Value $238.00Fund rank 21/100 · Data gapFallback financials|
SA 41/C
F-Score: 6/9
High Debt

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 13%

FCF escenarios

weak_data · normalized FCF $83.9M · quality 22.0/100

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

41/100

C

Piotroski

6/9

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. Debt-to-Equity ratio is 2.11, above the 2.0 threshold
Thesis & Journal · 7359.TLocal privado en este navegador · Tokyo Communications Group,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

$2.4B

P/E

10.4x

↓

EV/EBITDA

2.8x

↓

ROE

29.1%

↑

Gross Margin

77.7%

↑

Debt/Equity

2.11

↑
52-Week Range$238
$231$636

TradingView lightweight chart

7359.T price, volumen y niveles de valoración

Último $238.00Periodo -78.8%
Fair value: $238.00

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

+7.0%

FCF CAGR

+38.8%

FCF margin

5.8%

FCF / Net income

1.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.22B · net income $230.4M · FCF $359.5M

2022-FY → 2025-FY

Gross margin

77.7%-5.6% pts

Operating margin

3.1%+4.2% pts

Net margin

3.7%+8.9% pts

FCF margin

5.8%+3.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.22B$6.22B$5.86B$6.22B$5.07B
Net Income$230.4M$230.4M$-413.5M$-204.6M$-265.3M
EBITDA$1.06B$1.06B$149.4M$719.6M$245.7M
EPS——-41.05-20.43-26.85
Gross Margin77.7%77.7%79.2%82.4%83.2%
Operating Margin3.1%3.1%-3.9%-2.2%-1.1%
Net Margin3.7%3.7%-7.1%-3.3%-5.2%
Balance Sheet
Debt/Equity2.112.113.062.012.13
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$359.5M$359.5M$83.9M$-83.6M$134.4M
Returns
ROE29.1%29.1%-72.7%-21.1%-30.5%
Valuation
P/E10.4410.44———
EV/EBITDA2.782.7825.1011.1927.21
P/B3.033.034.897.766.59
Growth & Yield
Revenue Growth6.1%6.1%-5.8%22.6%—
EPS Growth——-100.9%23.9%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -34.4%

Total return

-34.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-41.05 → n/d

Residual

-34.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-34.4%

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.