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7483.T$2908.00-0.34%
Fair $2908.00+0.0%

7483.T

Doshisha Co.,Ltd.

Industrials / ConglomeratesTokyo

$2908.00

-10.00 (-0.34%)

Fairly Valued+0.0%Fair Value $2908.00Fund rank 38/100 · Data gapFallback financials|
SA 62/B
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.8B · quality 82.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

62/100

B

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 7483.TLocal privado en este navegador · Doshisha 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

$104.3B

P/E

12.0x

↓

EV/EBITDA

4.7x

↓

ROE

7.3%

↑

Gross Margin

28.1%

↑

Debt/Equity

0.00

↓
52-Week Range$2908
$2256$3755

TradingView lightweight chart

7483.T price, volumen y niveles de valoración

Último $2,908Periodo +445.3%
Fair value: $2,908

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

+4.1%

FCF CAGR

+17.3%

FCF margin

6.5%

FCF / Net income

1.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $113.94B · net income $6.41B · FCF $7.35B

2022-FY → 2025-FY

Gross margin

28.1%+0.3% pts

Operating margin

7.9%+0.9% pts

Net margin

5.6%+0.5% pts

FCF margin

6.5%+1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$113.94B$113.94B$105.82B$105.71B$101.03B
Net Income$6.41B$6.41B$5.78B$5.62B$5.13B
EBITDA$10.06B$10.06B$9.22B$9.10B$8.35B
EPS183.35183.35167.31164.34146.55
Gross Margin28.1%28.1%28.2%27.1%27.7%
Operating Margin7.9%7.9%7.5%7.6%7.0%
Net Margin5.6%5.6%5.5%5.3%5.1%
Balance Sheet
Debt/Equity0.000.000.090.090.09
Current Ratio6.796.79———
Cash Flow
Free Cash Flow$7.35B$7.35B$5.08B$6.84B$4.55B
Returns
ROE7.3%7.3%7.0%7.2%6.8%
Valuation
P/E12.0212.0212.5911.8410.03
EV/EBITDA4.704.702.672.301.20
P/B1.161.160.880.850.68
Growth & Yield
Revenue Growth7.7%7.7%0.1%4.6%—
EPS Growth9.6%9.6%1.8%12.1%—
Dividend Yield4.1%4.1%———

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

12.1%

razonable

EPS terminal req.

$258.04

Spread vs growth

-2.5%

5Y implied EPS CAGR

11.2%

razonable

EPS terminal req.

$312.22

Spread vs growth

-1.6%

10Y implied EPS CAGR

10.6%

razonable

EPS terminal req.

$502.84

Spread vs growth

-1.0%

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 +32.0%

Total return

+32.0%

Start / end P/E

13.6x → 15.9x

EPS bridge

167.31 → 183.35

Residual

+1.6%

EPS growth+9.6%
Multiple rerating+16.7%
Dividend+4.1%
Residual / FX / buybacks / cross-term+1.6%

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.