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v0.1
7521.T$2618.00+0.00%
Fair $2618.00+0.0%

7521.T

Musashi Co., Ltd.

Industrials / ConglomeratesTokyo

$2618.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2618.00Fund rank 31/100 · Data gapFallback financials|
SA 61/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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 54.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

61/100

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 · 7521.TLocal privado en este navegador · Musashi 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

$17.8B

P/E

6.4x

↓

EV/EBITDA

-0.2x

↓

ROE

10.1%

↑

Gross Margin

28.6%

↑

Debt/Equity

0.10

↓
52-Week Range$2618
$1599$3030

TradingView lightweight chart

7521.T price, volumen y niveles de valoración

Último $2,618Periodo +67.8%
Fair value: $2,618

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

+1.1%

FCF CAGR

+17.5%

FCF margin

8.2%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $37.39B · net income $3.43B · FCF $3.08B

2022-FY → 2025-FY

Gross margin

28.6%+4.4% pts

Operating margin

9.0%+4.1% pts

Net margin

9.2%+6.5% pts

FCF margin

8.2%+3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$37.39B$37.39B$33.14B$37.07B$36.21B
Net Income$3.43B$3.43B$767.0M$1.76B$981.0M
EBITDA$5.18B$5.18B$1.60B$3.16B$2.35B
EPS503.77503.77112.70258.66—
Gross Margin28.6%28.6%24.4%25.5%24.2%
Operating Margin9.0%9.0%3.2%7.1%4.8%
Net Margin9.2%9.2%2.3%4.8%2.7%
Balance Sheet
Debt/Equity0.100.100.120.120.13
Current Ratio2.912.91———
Cash Flow
Free Cash Flow$3.08B$3.08B$-725.0M$1.34B$1.90B
Returns
ROE10.1%10.1%2.5%6.1%3.6%
Valuation
P/E6.366.3616.196.49—
EV/EBITDA-0.18-0.18-0.44-1.81-1.75
P/B0.530.530.410.400.44
Growth & Yield
Revenue Growth12.8%12.8%-10.6%2.4%—
EPS Growth347.0%347.0%-56.4%——
Dividend Yield1.4%1.4%———

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

-22.7%

fácil

EPS terminal req.

$232.30

Spread vs growth

369.7%

5Y implied EPS CAGR

-11.0%

fácil

EPS terminal req.

$281.09

Spread vs growth

358.0%

10Y implied EPS CAGR

-1.1%

fácil

EPS terminal req.

$452.69

Spread vs growth

348.1%

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 +63.4%

Total return

+63.4%

Start / end P/E

14.3x → 5.2x

EPS bridge

112.70 → 503.77

Residual

-221.2%

EPS growth+347.0%
Multiple rerating-63.8%
Dividend+1.4%
Residual / FX / buybacks / cross-term-221.2%

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.