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v0.1
7743.T$484.00-0.82%
Fair $484.00+0.0%

7743.T

SEED Co.,Ltd.

Healthcare / Medical Instruments & SuppliesTokyo

$484.00

-4.00 (-0.82%)

Fairly Valued+0.0%Fair Value $484.00Fund rank 22/100 · Data gapFallback financials|
SA 31/D
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 32% · confianza 18%

FCF escenarios

weak_data · normalized FCF $2.2B · quality 25.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

31/100

D

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 · 7743.TLocal privado en este navegador · SEED 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

$14.6B

P/E

12.9x

↓

EV/EBITDA

6.7x

↓

ROE

6.0%

↑

Gross Margin

44.0%

↓

Debt/Equity

1.46

↑
52-Week Range$484
$434$659

TradingView lightweight chart

7743.T price, volumen y niveles de valoración

Último $484.00Periodo +150.3%
Fair value: $484.00

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

+4.8%

FCF CAGR

—

FCF margin

-5.2%

FCF / Net income

-1.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.23B · net income $1.09B · FCF $-1.74B

2022-FY → 2025-FY

Gross margin

44.0%+2.4% pts

Operating margin

4.7%+0.6% pts

Net margin

3.3%-0.7% pts

FCF margin

-5.2%-12.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.23B$33.23B$32.40B$30.59B$28.84B
Net Income$1.09B$1.09B$1.96B$-316.1M$1.15B
EBITDA$5.05B$5.05B$5.12B$2.83B$4.45B
EPS36.1036.1077.40-12.6346.09
Gross Margin44.0%44.0%43.8%38.0%41.7%
Operating Margin4.7%4.7%6.3%2.1%4.1%
Net Margin3.3%3.3%6.1%-1.0%4.0%
Balance Sheet
Debt/Equity1.461.461.401.771.80
Current Ratio0.790.79———
Cash Flow
Free Cash Flow$-1.74B$-1.74B$2.19B$2.79B$2.15B
Returns
ROE6.0%6.0%11.3%-2.7%9.4%
Valuation
P/E12.9012.908.01—11.04
EV/EBITDA6.716.715.8810.456.96
P/B0.810.810.911.141.04
Growth & Yield
Revenue Growth2.6%2.6%5.9%6.1%—
EPS Growth-53.4%-53.4%712.8%-127.4%—
Dividend Yield3.1%3.1%———

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

6.0%

razonable

EPS terminal req.

$42.95

Spread vs growth

-59.3%

5Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$51.97

Spread vs growth

-60.9%

10Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$83.69

Spread vs growth

-62.1%

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 +11.8%

Total return

+11.8%

Start / end P/E

5.7x → 13.4x

EPS bridge

77.40 → 36.10

Residual

-71.1%

EPS growth-53.4%
Multiple rerating+133.2%
Dividend+3.1%
Residual / FX / buybacks / cross-term-71.1%

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.