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7433.T$4475.00-1.10%
Fair $4475.00+0.0%

7433.T

Hakuto Co., Ltd.

Technology / Electronic ComponentsTokyo

$4475.00

-50.00 (-1.10%)

Fairly Valued+0.0%Fair Value $4475.00Fund rank 28/100 · Data gapFallback financials|
SA 55/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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $7.6B · quality 47.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

55/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 7433.TLocal privado en este navegador · Hakuto Co., Ltd.
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

$84.2B

P/E

16.8x

↓

EV/EBITDA

11.3x

↓

ROE

7.8%

↑

Gross Margin

15.2%

↓

Debt/Equity

0.54

↑
52-Week Range$4475
$3510$4685

TradingView lightweight chart

7433.T price, volumen y niveles de valoración

Último $4,475Periodo +39.0%
Fair value: $4,475

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

-1.5%

FCF CAGR

+187.5%

FCF margin

5.2%

FCF / Net income

1.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $183.13B · net income $5.13B · FCF $9.53B

2022-FY → 2025-FY

Gross margin

15.2%+2.7% pts

Operating margin

4.3%+0.5% pts

Net margin

2.8%+0.2% pts

FCF margin

5.2%+5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$183.13B$183.13B$182.05B$233.62B$191.50B
Net Income$5.13B$5.13B$5.17B$8.93B$4.97B
EBITDA$9.27B$9.27B$8.63B$13.27B$8.24B
EPS272.76272.76276.20470.52248.48
Gross Margin15.2%15.2%14.7%13.9%12.5%
Operating Margin4.3%4.3%4.2%5.4%3.8%
Net Margin2.8%2.8%2.8%3.8%2.6%
Balance Sheet
Debt/Equity0.540.540.550.660.54
Current Ratio1.891.89———
Cash Flow
Free Cash Flow$9.53B$9.53B$7.58B$-3.89B$401.0M
Returns
ROE7.8%7.8%7.8%14.0%8.1%
Valuation
P/E16.8216.8219.809.939.26
EV/EBITDA11.2811.2814.308.597.34
P/B1.281.281.551.390.75
Growth & Yield
Revenue Growth0.6%0.6%-22.1%22.0%—
EPS Growth-1.2%-1.2%-41.3%89.4%—
Dividend Yield4.9%4.9%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

13.3%

razonable

EPS terminal req.

$397.08

Spread vs growth

-14.6%

5Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$480.47

Spread vs growth

-13.2%

10Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$773.80

Spread vs growth

-12.2%

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 +25.2%

Total return

+25.2%

Start / end P/E

13.5x → 16.4x

EPS bridge

276.20 → 272.76

Residual

-0.3%

EPS growth-1.2%
Multiple rerating+21.8%
Dividend+4.9%
Residual / FX / buybacks / cross-term-0.3%

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.