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v0.1
7730.T$1701.00-2.97%
Fair $1701.00+0.0%

7730.T

Mani, Inc.

Healthcare / Medical Instruments & SuppliesTokyo

$1701.00

-52.00 (-2.97%)

Fairly Valued+0.0%Fair Value $1701.00Fund rank 31/100 · Data gapFallback financials|
SA 59/C
F-Score: 6/9
Margin Compression

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $347.0M · quality 54.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 7730.TLocal privado en este navegador · Mani, 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

$167.6B

P/E

29.9x

↑

EV/EBITDA

15.6x

↑

ROE

8.7%

↑

Gross Margin

64.5%

↑

Debt/Equity

0.00

↓
52-Week Range$1701
$1171$1955

TradingView lightweight chart

7730.T price, volumen y niveles de valoración

Último $1,701Periodo +352.3%
Fair value: $1,701

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

+13.6%

FCF CAGR

-57.8%

FCF margin

1.2%

FCF / Net income

0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $29.97B · net income $4.64B · FCF $347.0M

2022-FY → 2025-FY

Gross margin

64.5%+2.9% pts

Operating margin

27.3%-2.9% pts

Net margin

15.5%-10.4% pts

FCF margin

1.2%-21.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$29.97B$29.97B$28.51B$24.49B$20.42B
Net Income$4.64B$4.64B$6.29B$5.95B$5.29B
EBITDA$9.56B$9.56B$10.70B$9.94B$9.17B
EPS52.4652.4663.8260.4653.75
Gross Margin64.5%64.5%62.8%63.0%61.6%
Operating Margin27.3%27.3%29.4%29.6%30.2%
Net Margin15.5%15.5%22.0%24.3%25.9%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio8.578.57———
Cash Flow
Free Cash Flow$347.0M$347.0M$129.0M$4.31B$4.62B
Returns
ROE8.7%8.7%12.0%11.9%11.6%
Valuation
P/E29.9529.9529.2230.7131.29
EV/EBITDA15.6015.6015.1515.8515.59
P/B3.133.133.513.673.65
Growth & Yield
Revenue Growth5.1%5.1%16.4%19.9%—
EPS Growth-17.8%-17.8%5.6%12.5%—
Dividend Yield2.3%2.3%———

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

42.2%

muy exigente

EPS terminal req.

$150.94

Spread vs growth

-60.0%

5Y implied EPS CAGR

28.3%

muy exigente

EPS terminal req.

$182.63

Spread vs growth

-46.1%

10Y implied EPS CAGR

18.8%

exigente

EPS terminal req.

$294.13

Spread vs growth

-36.6%

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 +43.6%

Total return

+43.6%

Start / end P/E

18.9x → 32.4x

EPS bridge

63.82 → 52.46

Residual

-12.8%

EPS growth-17.8%
Multiple rerating+71.9%
Dividend+2.3%
Residual / FX / buybacks / cross-term-12.8%

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.