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7722.T$752.00-0.51%
Fair $752.00+0.0%

7722.T

Kokusai Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$752.00

-4.00 (-0.51%)

Fairly Valued+0.0%Fair Value $752.00Fund rank 26/100 · Data gapFallback financials|
SA 48/C
F-Score: 8/9

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 $956.8M · quality 44.3/100

Data gap 26/100
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

48/100

C

Piotroski

8/9

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 · 7722.TLocal privado en este navegador · Kokusai 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

$10.1B

P/E

6.8x

↓

EV/EBITDA

3.6x

↓

ROE

8.4%

↑

Gross Margin

37.1%

↑

Debt/Equity

0.30

↓
52-Week Range$752
$507$1147

TradingView lightweight chart

7722.T price, volumen y niveles de valoración

Último $780.00Periodo +83.5%
Fair value: $752.00

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

+5.9%

FCF CAGR

—

FCF margin

7.2%

FCF / Net income

1.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.20B · net income $940.4M · FCF $956.8M

2022-FY → 2025-FY

Gross margin

37.1%+5.1% pts

Operating margin

9.2%+5.2% pts

Net margin

7.1%+2.9% pts

FCF margin

7.2%+8.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.20B$13.20B$10.24B$10.04B$11.13B
Net Income$940.4M$940.4M$-258.2M$-66.4M$475.0M
EBITDA$1.60B$1.60B$21.6M$375.4M$868.8M
EPS69.0869.08-18.77-4.8234.24
Gross Margin37.1%37.1%26.3%29.1%32.0%
Operating Margin9.2%9.2%-6.0%-0.4%4.0%
Net Margin7.1%7.1%-2.5%-0.7%4.3%
Balance Sheet
Debt/Equity0.300.300.370.430.22
Current Ratio2.612.61———
Cash Flow
Free Cash Flow$956.8M$956.8M$1.28B$-514.4M$-130.3M
Returns
ROE8.4%8.4%-2.4%-0.6%4.3%
Valuation
P/E6.786.78——18.02
EV/EBITDA3.603.60137.4012.576.43
P/B0.910.910.670.670.77
Growth & Yield
Revenue Growth29.0%29.0%2.0%-9.8%—
EPS Growth468.0%468.0%-289.4%-114.1%—
Dividend Yield5.1%5.1%———

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

-1.1%

fácil

EPS terminal req.

$66.73

Spread vs growth

469.2%

5Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$80.74

Spread vs growth

464.9%

10Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$130.03

Spread vs growth

461.5%

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 +55.7%

Total return

+55.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-18.77 → 69.08

Residual

+50.6%

EPS growthn/d
Multiple reratingn/d
Dividend+5.1%
Residual / FX / buybacks / cross-term+50.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.