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7482.T$1250.00-0.71%
Fair $1250.00+0.0%

7482.T

Shimojima Co., Ltd.

Consumer Cyclical / Packaging & ContainersTokyo

$1250.00

-9.00 (-0.71%)

Fairly Valued+0.0%Fair Value $1250.00Fund rank 27/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $639.0M · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

51/100

C

Piotroski

3/9

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 · 7482.TLocal privado en este navegador · Shimojima 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

$29.2B

P/E

10.7x

↓

EV/EBITDA

5.2x

↓

ROE

5.9%

↑

Gross Margin

32.0%

↑

Debt/Equity

0.02

↓
52-Week Range$1250
$1155$1500

TradingView lightweight chart

7482.T price, volumen y niveles de valoración

Último $1,250Periodo +51.5%
Fair value: $1,250

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

+8.1%

FCF CAGR

—

FCF margin

-0.0%

FCF / Net income

-0.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $60.68B · net income $2.09B · FCF $-1.0M

2022-FY → 2025-FY

Gross margin

32.0%+0.9% pts

Operating margin

4.9%+4.8% pts

Net margin

3.4%+3.3% pts

FCF margin

-0.0%+1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$60.68B$60.68B$57.79B$55.03B$48.06B
Net Income$2.09B$2.09B$2.37B$1.54B$87.0M
EBITDA$4.16B$4.16B$4.61B$3.48B$1.18B
EPS89.4289.42101.7466.233.75
Gross Margin32.0%32.0%33.2%31.9%31.1%
Operating Margin4.9%4.9%5.6%3.7%0.1%
Net Margin3.4%3.4%4.1%2.8%0.2%
Balance Sheet
Debt/Equity0.020.020.010.010.02
Current Ratio3.523.52———
Cash Flow
Free Cash Flow$-1.0M$-1.0M$3.34B$639.0M$-696.0M
Returns
ROE5.9%5.9%6.8%4.7%0.3%
Valuation
P/E10.6810.6812.9214.81247.73
EV/EBITDA5.205.204.644.6313.70
P/B0.830.830.880.700.68
Growth & Yield
Revenue Growth5.0%5.0%5.0%14.5%—
EPS Growth-12.1%-12.1%53.6%1666.1%—
Dividend Yield4.8%4.8%———

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

7.4%

razonable

EPS terminal req.

$110.92

Spread vs growth

-19.6%

5Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$134.21

Spread vs growth

-20.6%

10Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$216.15

Spread vs growth

-21.3%

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 +10.2%

Total return

+10.2%

Start / end P/E

11.7x → 14.0x

EPS bridge

101.74 → 89.42

Residual

-2.4%

EPS growth-12.1%
Multiple rerating+19.9%
Dividend+4.8%
Residual / FX / buybacks / cross-term-2.4%

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.