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7628.T$1069.00+0.18%
Fair $1069.00+0.0%

7628.T

Ohashi Technica Inc.

Consumer Cyclical / Auto PartsTokyo

$1069.00

+2.00 (+0.18%)

Fairly Valued+0.0%Fair Value $1069.00Fund rank 23/100 · Data gapFallback financials|
SA 42/C
F-Score: 6/9
Low 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 34% · confianza 15%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 32.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

42/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 3.9%, below the 5% threshold
Thesis & Journal · 7628.TLocal privado en este navegador · Ohashi Technica Inc.
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

$27.3B

P/E

13.1x

↓

EV/EBITDA

1.9x

↓

ROE

3.9%

↓

Gross Margin

21.0%

↓

Debt/Equity

N/A

•
52-Week Range$1069
$958$1294

TradingView lightweight chart

7628.T price, volumen y niveles de valoración

Último $1,101Periodo +406.2%
Fair value: $1,069

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

+7.1%

FCF CAGR

—

FCF margin

3.3%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.02B · net income $1.52B · FCF $1.33B

2022-FY → 2025-FY

Gross margin

21.0%-2.6% pts

Operating margin

4.5%-2.5% pts

Net margin

3.8%-1.7% pts

FCF margin

3.3%+4.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$40.02B$40.02B$39.21B$34.97B$32.55B
Net Income$1.52B$1.52B$1.01B$1.28B$1.79B
EBITDA$3.28B$3.28B$2.58B$2.94B$3.45B
EPS57.9857.9837.5347.50—
Gross Margin21.0%21.0%20.0%22.5%23.6%
Operating Margin4.5%4.5%4.2%5.9%7.0%
Net Margin3.8%3.8%2.6%3.7%5.5%
Balance Sheet
Current Ratio6.316.31———
Cash Flow
Free Cash Flow$1.33B$1.33B$1.53B$-172.8M$-439.7M
Returns
ROE3.9%3.9%2.7%3.7%5.4%
Valuation
P/E13.1413.1421.3716.37—
EV/EBITDA1.911.910.280.40-0.78
P/B0.720.720.580.600.53
Growth & Yield
Revenue Growth2.1%2.1%12.1%7.5%—
EPS Growth54.5%54.5%-21.0%——
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

17.8%

exigente

EPS terminal req.

$94.86

Spread vs growth

36.6%

5Y implied EPS CAGR

14.6%

razonable

EPS terminal req.

$114.78

Spread vs growth

39.8%

10Y implied EPS CAGR

12.3%

razonable

EPS terminal req.

$184.85

Spread vs growth

42.2%

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 +17.3%

Total return

+17.3%

Start / end P/E

25.9x → 19.0x

EPS bridge

37.53 → 57.98

Residual

-14.5%

EPS growth+54.5%
Multiple rerating-26.7%
Dividend+4.1%
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.