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7464.T$1570.00+0.00%
Fair $1570.00+0.0%

7464.T

Saftec Co.,Ltd.

Industrials / Security & Protection ServicesTokyo

$1570.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1570.00Fund rank 37/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9
Margin CompressionLow 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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $822.1M · quality 77.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

40/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 3.2%, below the 5% threshold
Thesis & Journal · 7464.TLocal privado en este navegador · Saftec 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

$2.8B

P/E

19.4x

↑

EV/EBITDA

1.4x

↓

ROE

3.2%

↓

Gross Margin

45.4%

↑

Debt/Equity

0.46

↑
52-Week Range$1570
$1567$1760

TradingView lightweight chart

7464.T price, volumen y niveles de valoración

Último $1,570Periodo +390.6%
Fair value: $1,570

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

-0.1%

FCF CAGR

-9.0%

FCF margin

10.1%

FCF / Net income

4.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.31B · net income $230.0M · FCF $1.04B

2022-FY → 2025-FY

Gross margin

45.4%-4.3% pts

Operating margin

3.4%-8.4% pts

Net margin

2.2%-5.6% pts

FCF margin

10.1%-3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.31B$10.31B$10.12B$9.97B$10.35B
Net Income$230.0M$230.0M$346.7M$575.6M$809.0M
EBITDA$1.20B$1.20B$1.35B$1.71B$2.08B
EPS129.39129.39191.78300.61422.45
Gross Margin45.4%45.4%47.0%49.4%49.8%
Operating Margin3.4%3.4%5.3%8.8%11.8%
Net Margin2.2%2.2%3.4%5.8%7.8%
Balance Sheet
Debt/Equity0.460.460.480.470.53
Current Ratio2.622.62———
Cash Flow
Free Cash Flow$1.04B$1.04B$822.1M$692.9M$1.38B
Returns
ROE3.2%3.2%4.9%8.2%12.2%
Valuation
P/E19.3819.3810.546.815.03
EV/EBITDA1.411.412.161.761.55
P/B0.390.390.510.560.62
Growth & Yield
Revenue Growth1.9%1.9%1.6%-3.7%—
EPS Growth-32.5%-32.5%-36.2%-28.8%—
Dividend Yield3.8%3.8%———

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

2.5%

fácil

EPS terminal req.

$139.31

Spread vs growth

-35.0%

5Y implied EPS CAGR

5.4%

razonable

EPS terminal req.

$168.57

Spread vs growth

-38.0%

10Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$271.48

Spread vs growth

-40.2%

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 +1.3%

Total return

+1.3%

Start / end P/E

8.4x → 12.1x

EPS bridge

191.78 → 129.39

Residual

-14.5%

EPS growth-32.5%
Multiple rerating+44.5%
Dividend+3.8%
Residual / FX / buybacks / cross-term-14.5%

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.