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7607.T$2909.00-0.55%
Fair $2909.00+0.0%

7607.T

Shinwa Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$2909.00

-16.00 (-0.55%)

Fairly Valued+0.0%Fair Value $2909.00Fund rank 34/100 · Data gapFallback financials|
SA 59/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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.2B · quality 64.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

59/100

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 · 7607.TLocal privado en este navegador · Shinwa 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

$39.0B

P/E

10.5x

↓

EV/EBITDA

1.7x

↓

ROE

7.6%

↑

Gross Margin

16.1%

↓

Debt/Equity

0.02

↓
52-Week Range$2909
$2853$3465

TradingView lightweight chart

7607.T price, volumen y niveles de valoración

Último $2,909Periodo +230.9%
Fair value: $2,909

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

+6.6%

FCF CAGR

+20.8%

FCF margin

12.2%

FCF / Net income

3.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $86.15B · net income $3.31B · FCF $10.53B

2022-FY → 2025-FY

Gross margin

16.1%-1.2% pts

Operating margin

5.3%-2.1% pts

Net margin

3.8%-1.5% pts

FCF margin

12.2%+3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$86.15B$86.15B$77.85B$76.11B$71.06B
Net Income$3.31B$3.31B$2.73B$3.59B$3.78B
EBITDA$5.93B$5.93B$4.98B$6.03B$6.30B
EPS247.22247.22203.93268.08283.26
Gross Margin16.1%16.1%15.5%17.0%17.3%
Operating Margin5.3%5.3%4.6%6.6%7.3%
Net Margin3.8%3.8%3.5%4.7%5.3%
Balance Sheet
Debt/Equity0.020.020.020.010.01
Current Ratio2.482.48———
Cash Flow
Free Cash Flow$10.53B$10.53B$3.21B$-524.2M$5.97B
Returns
ROE7.6%7.6%6.6%9.2%10.5%
Valuation
P/E10.5210.5212.448.807.69
EV/EBITDA1.691.692.972.361.62
P/B0.900.900.820.810.81
Growth & Yield
Revenue Growth10.7%10.7%2.3%7.1%—
EPS Growth21.2%21.2%-23.9%-5.4%—
Dividend Yield4.2%4.2%———

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

1.4%

fácil

EPS terminal req.

$258.13

Spread vs growth

19.8%

5Y implied EPS CAGR

4.8%

fácil

EPS terminal req.

$312.33

Spread vs growth

16.4%

10Y implied EPS CAGR

7.4%

razonable

EPS terminal req.

$503.01

Spread vs growth

13.9%

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 -1.2%

Total return

-1.2%

Start / end P/E

15.1x → 11.8x

EPS bridge

203.93 → 247.22

Residual

-4.7%

EPS growth+21.2%
Multiple rerating-22.0%
Dividend+4.2%
Residual / FX / buybacks / cross-term-4.7%

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.