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v0.1
7369.T$474.00-0.21%
Fair $474.00+0.0%

7369.T

Meiho Holdings,Inc.

Industrials / Specialty Business ServicesTokyo

$474.00

-1.00 (-0.21%)

Fairly Valued+0.0%Fair Value $474.00Fund rank 30/100 · Data gapFallback financials|
SA 42/C
F-Score: 7/9

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 27% · confianza 25%

FCF escenarios

weak_data · normalized FCF $822.3M · quality 48.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

42/100

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: 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 · 7369.TLocal privado en este navegador · Meiho Holdings,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

$2.2B

P/E

28.7x

↑

EV/EBITDA

3.1x

↓

ROE

7.7%

↑

Gross Margin

24.4%

↓

Debt/Equity

0.80

↑
52-Week Range$474
$472$966

TradingView lightweight chart

7369.T price, volumen y niveles de valoración

Último $474.00Periodo -63.8%
Fair value: $474.00

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

+28.6%

FCF CAGR

—

FCF margin

6.3%

FCF / Net income

4.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.01B · net income $168.3M · FCF $822.3M

2022-FY → 2025-FY

Gross margin

24.4%-5.5% pts

Operating margin

3.6%-2.0% pts

Net margin

1.3%-2.4% pts

FCF margin

6.3%+8.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.01B$13.01B$10.35B$7.37B$6.11B
Net Income$168.3M$168.3M$-87.9M$269.9M$224.2M
EBITDA$1.05B$1.05B$554.8M$717.2M$546.4M
EPS35.3935.39-18.7357.1647.35
Gross Margin24.4%24.4%25.7%30.2%29.9%
Operating Margin3.6%3.6%1.4%6.3%5.6%
Net Margin1.3%1.3%-0.8%3.7%3.7%
Balance Sheet
Debt/Equity0.800.801.570.160.33
Current Ratio0.960.96———
Cash Flow
Free Cash Flow$822.3M$822.3M$454.2M$1.05B$-129.2M
Returns
ROE7.7%7.7%-4.4%12.7%12.1%
Valuation
P/E28.6828.68—7.449.65
EV/EBITDA3.103.109.481.713.44
P/B1.031.031.700.941.16
Growth & Yield
Revenue Growth25.7%25.7%40.4%20.6%—
EPS Growth288.9%288.9%-132.8%20.7%—

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

5.9%

razonable

EPS terminal req.

$42.06

Spread vs growth

283.0%

5Y implied EPS CAGR

7.5%

razonable

EPS terminal req.

$50.89

Spread vs growth

281.4%

10Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$81.96

Spread vs growth

280.2%

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 -34.9%

Total return

-34.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-18.73 → 35.39

Residual

-34.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-34.9%

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.