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7740.T$1035.00-0.95%
Fair $1035.00+0.0%

7740.T

Tamron Co.,Ltd.

Consumer Cyclical / LeisureTokyo

$1035.00

-10.00 (-0.95%)

Fairly Valued+0.0%Fair Value $1035.00Fund rank 36/100 · Data gapFallback financials|
SA 58/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $10.4B · quality 77.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

58/100

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 · 7740.TLocal privado en este navegador · Tamron 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

$166.9B

P/E

14.2x

↓

EV/EBITDA

6.6x

↓

ROE

13.7%

↑

Gross Margin

44.0%

↑

Debt/Equity

0.01

↓
52-Week Range$1035
$826$1151

TradingView lightweight chart

7740.T price, volumen y niveles de valoración

Último $1,044Periodo +269.6%
Fair value: $1,035

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

+10.3%

FCF CAGR

+20.1%

FCF margin

12.3%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $85.07B · net income $11.76B · FCF $10.44B

2022-FY → 2025-FY

Gross margin

44.0%+0.4% pts

Operating margin

19.6%+2.2% pts

Net margin

13.8%+0.7% pts

FCF margin

12.3%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$85.07B$85.07B$88.47B$71.43B$63.45B
Net Income$11.76B$11.76B$14.53B$10.81B$8.35B
EBITDA$20.05B$20.05B$22.46B$17.00B$14.49B
EPS72.7972.7987.9064.6450.00
Gross Margin44.0%44.0%44.5%44.3%43.5%
Operating Margin19.6%19.6%21.7%19.1%17.4%
Net Margin13.8%13.8%16.4%15.1%13.2%
Balance Sheet
Debt/Equity0.010.010.030.030.03
Current Ratio5.015.01———
Cash Flow
Free Cash Flow$10.44B$10.44B$12.45B$4.83B$6.03B
Returns
ROE13.7%13.7%17.6%15.3%13.8%
Valuation
P/E14.2214.2212.7810.817.31
EV/EBITDA6.636.636.665.062.28
P/B1.951.952.261.651.01
Growth & Yield
Revenue Growth-3.8%-3.8%23.9%12.6%—
EPS Growth-17.2%-17.2%36.0%29.3%—
Dividend Yield3.5%3.5%———

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

8.1%

razonable

EPS terminal req.

$91.84

Spread vs growth

-25.2%

5Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$111.13

Spread vs growth

-26.0%

10Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$178.97

Spread vs growth

-26.6%

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 +28.6%

Total return

+28.6%

Start / end P/E

9.5x → 14.3x

EPS bridge

87.90 → 72.79

Residual

-8.8%

EPS growth-17.2%
Multiple rerating+51.0%
Dividend+3.5%
Residual / FX / buybacks / cross-term-8.8%

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.