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7734.T$3590.00-0.42%
Fair $3590.00+0.0%

7734.T

Riken Keiki Co., Ltd.

Industrials / Security & Protection ServicesTokyo

$3590.00

-15.00 (-0.42%)

Fairly Valued+0.0%Fair Value $3590.00Fund rank 31/100 · Data gapFallback financials|
SA 54/C
F-Score: 4/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.5B · quality 58.0/100

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

54/100

C

Piotroski

4/9

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 · 7734.TLocal privado en este navegador · Riken Keiki 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

$163.2B

P/E

16.4x

↓

EV/EBITDA

11.3x

↑

ROE

10.3%

↑

Gross Margin

50.2%

↑

Debt/Equity

0.04

↓
52-Week Range$3590
$2652$3870

TradingView lightweight chart

7734.T price, volumen y niveles de valoración

Último $3,590Periodo +1585.4%
Fair value: $3,590

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

+9.5%

FCF CAGR

-18.4%

FCF margin

9.1%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $49.04B · net income $8.01B · FCF $4.45B

2022-FY → 2025-FY

Gross margin

50.2%+0.9% pts

Operating margin

21.7%-0.8% pts

Net margin

16.3%+0.4% pts

FCF margin

9.1%-12.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$49.04B$49.04B$45.58B$45.00B$37.36B
Net Income$8.01B$8.01B$8.38B$8.67B$5.96B
EBITDA$13.46B$13.46B$14.31B$13.71B$10.73B
EPS172.10172.10179.91186.21128.13
Gross Margin50.2%50.2%51.4%51.5%49.3%
Operating Margin21.7%21.7%25.2%25.7%22.5%
Net Margin16.3%16.3%18.4%19.3%16.0%
Balance Sheet
Debt/Equity0.040.040.040.050.06
Current Ratio5.955.95———
Cash Flow
Free Cash Flow$4.45B$4.45B$-21.3M$3.46B$8.18B
Returns
ROE10.3%10.3%11.6%13.7%10.6%
Valuation
P/E16.3816.3820.2013.5318.18
EV/EBITDA11.2911.2910.897.799.36
P/B2.162.162.341.851.93
Growth & Yield
Revenue Growth7.6%7.6%1.3%20.4%—
EPS Growth-4.3%-4.3%-3.4%45.3%—
Dividend Yield1.7%1.7%———

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

22.8%

exigente

EPS terminal req.

$318.55

Spread vs growth

-27.1%

5Y implied EPS CAGR

17.5%

exigente

EPS terminal req.

$385.45

Spread vs growth

-21.8%

10Y implied EPS CAGR

13.7%

razonable

EPS terminal req.

$620.77

Spread vs growth

-18.0%

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 +33.9%

Total return

+33.9%

Start / end P/E

15.1x → 20.9x

EPS bridge

179.91 → 172.10

Residual

-1.7%

EPS growth-4.3%
Multiple rerating+38.3%
Dividend+1.7%
Residual / FX / buybacks / cross-term-1.7%

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.