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7375.T$1446.00+1.76%
Fair $1446.00+0.0%

7375.T

REFINVERSE Group, Inc.

Basic Materials / ChemicalsTokyo

$1446.00

+25.00 (+1.76%)

Fairly Valued+0.0%Fair Value $1446.00Fund rank 28/100 · Data gapFallback financials|
SA 30/D
F-Score: 7/9
High DebtLow Profitability

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $368.3M · quality 43.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

30/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 2unknown: 3
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. Debt-to-Equity ratio is 20.42, above the 2.0 threshold ROE is 3.8%, below the 5% threshold
Thesis & Journal · 7375.TLocal privado en este navegador · REFINVERSE 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

$4.8B

P/E

33.8x

↑

EV/EBITDA

25.3x

↑

ROE

3.8%

↑

Gross Margin

31.5%

↑

Debt/Equity

20.42

↑
52-Week Range$1446
$720$2660

TradingView lightweight chart

7375.T price, volumen y niveles de valoración

Último $1,446Periodo +13.9%
Fair value: $1,446

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2024 · 2 años de histórico normalizado

Revenue CAGR

+1.6%

FCF CAGR

-53.6%

FCF margin

2.1%

FCF / Net income

16.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.85B · net income $4.9M · FCF $79.2M

2022-FY → 2024-FY

Gross margin

31.5%+1.4% pts

Operating margin

0.8%-6.2% pts

Net margin

0.1%-4.8% pts

FCF margin

2.1%-7.8% pts
MetricTTM
2024
2023
2022
Income Statement
Revenue$3.85B$3.85B$4.47B$3.73B
Net Income$4.9M$4.9M$-504.8M$182.8M
EBITDA$275.7M$275.7M$328.1M$468.0M
EPS1.471.47-151.8154.37
Gross Margin31.5%31.5%30.6%30.1%
Operating Margin0.8%0.8%4.7%7.0%
Net Margin0.1%0.1%-11.3%4.9%
Balance Sheet
Debt/Equity20.4220.4230.013.59
Current Ratio1.231.23——
Cash Flow
Free Cash Flow$79.2M$79.2M$402.8M$368.3M
Returns
ROE3.8%3.8%-506.3%32.1%
Valuation
P/E33.7933.79—25.34
EV/EBITDA25.3125.3126.6612.27
P/B37.1237.1266.478.13
Growth & Yield
Revenue Growth-13.8%-13.8%19.8%—
EPS Growth101.0%101.0%-379.2%—

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

343.6%

muy exigente

EPS terminal req.

$128.31

Spread vs growth

-242.6%

5Y implied EPS CAGR

153.9%

muy exigente

EPS terminal req.

$155.25

Spread vs growth

-53.0%

10Y implied EPS CAGR

67.1%

muy exigente

EPS terminal req.

$250.04

Spread vs growth

33.8%

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 +79.9%

Total return

+79.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-151.81 → 1.47

Residual

+79.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+79.9%

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.