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7417.T$1450.00-1.02%
Fair $1450.00+0.0%

7417.T

NANYO Corporation

Industrials / Industrial DistributionTokyo

$1450.00

-15.00 (-1.02%)

Fairly Valued+0.0%Fair Value $1450.00Fund rank 29/100 · Data gapFallback financials|
SA 52/C
F-Score: 8/9
Declining Revenue

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $2.8B · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

52/100

C

Piotroski

8/9

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. Revenue has declined for 2 consecutive years
Thesis & Journal · 7417.TLocal privado en este navegador · NANYO Corporation
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

$17.7B

P/E

7.6x

↓

EV/EBITDA

2.0x

↓

ROE

7.9%

↑

Gross Margin

21.2%

↓

Debt/Equity

0.06

↓
52-Week Range$1450
$1118$1593

TradingView lightweight chart

7417.T price, volumen y niveles de valoración

Último $1,450Periodo +26.9%
Fair value: $1,450

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

+1.6%

FCF CAGR

+143.1%

FCF margin

7.6%

FCF / Net income

1.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $36.53B · net income $2.04B · FCF $2.79B

2022-FY → 2025-FY

Gross margin

21.2%+2.6% pts

Operating margin

7.8%+0.9% pts

Net margin

5.6%+0.6% pts

FCF margin

7.6%+7.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$36.53B$36.53B$37.99B$39.34B$34.82B
Net Income$2.04B$2.04B$1.99B$2.15B$1.74B
EBITDA$5.35B$5.35B$5.19B$5.20B$4.50B
EPS163.09163.09156.60168.31—
Gross Margin21.2%21.2%19.7%18.7%18.6%
Operating Margin7.8%7.8%7.3%7.5%6.9%
Net Margin5.6%5.6%5.2%5.5%5.0%
Balance Sheet
Debt/Equity0.060.060.070.100.08
Current Ratio1.881.88———
Cash Flow
Free Cash Flow$2.79B$2.79B$3.00B$-790.0M$194.0M
Returns
ROE7.9%7.9%8.1%9.4%8.3%
Valuation
P/E7.637.637.946.35—
EV/EBITDA1.991.992.020.531.19
P/B0.710.710.640.300.55
Growth & Yield
Revenue Growth-3.8%-3.8%-3.4%13.0%—
EPS Growth4.1%4.1%-7.0%——
Dividend Yield4.4%4.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-7.6%

fácil

EPS terminal req.

$128.66

Spread vs growth

11.7%

5Y implied EPS CAGR

-0.9%

fácil

EPS terminal req.

$155.68

Spread vs growth

5.1%

10Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$250.73

Spread vs growth

-0.3%

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 +33.2%

Total return

+33.2%

Start / end P/E

7.2x → 8.9x

EPS bridge

156.60 → 163.09

Residual

+1.0%

EPS growth+4.1%
Multiple rerating+23.6%
Dividend+4.4%
Residual / FX / buybacks / cross-term+1.0%

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.