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7815.T$262.00-1.50%
Fair $262.00+0.0%

7815.T

Tokyo Board Industries Co., Ltd.

Basic Materials / Lumber & Wood ProductionTokyo

$262.00

-4.00 (-1.50%)

Fairly Valued+0.0%Fair Value $262.00Fund rank 19/100 · Data gapFallback financials|
SA 21/D
F-Score: 8/9
High Debt

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 10%

FCF escenarios

weak_data · normalized FCF $191.7M · quality 16.3/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

21/100

D

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Debt-to-Equity ratio is 4.80, above the 2.0 threshold
Thesis & Journal · 7815.TLocal privado en este navegador · Tokyo Board Industries 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

$679M

P/E

2.3x

↓

EV/EBITDA

5.1x

↓

ROE

19.0%

↑

Gross Margin

23.5%

↑

Debt/Equity

4.80

↑
52-Week Range$262
$248$641

TradingView lightweight chart

7815.T price, volumen y niveles de valoración

Último $262.00Periodo -87.0%
Fair value: $262.00

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

+0.7%

FCF CAGR

-26.2%

FCF margin

2.5%

FCF / Net income

0.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.73B · net income $293.1M · FCF $191.7M

2022-FY → 2025-FY

Gross margin

23.5%+10.9% pts

Operating margin

-0.4%+12.0% pts

Net margin

3.8%+20.0% pts

FCF margin

2.5%-3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.73B$7.73B$7.14B$8.47B$7.57B
Net Income$293.1M$293.1M$-957.0M$-507.8M$-1.22B
EBITDA$1.25B$1.25B$434.5M$990.7M$349.5M
EPS113.09113.09-369.25-195.92-472.20
Gross Margin23.5%23.5%12.0%19.1%12.5%
Operating Margin-0.4%-0.4%-13.2%-2.9%-12.4%
Net Margin3.8%3.8%-13.4%-6.0%-16.2%
Balance Sheet
Debt/Equity4.804.806.003.392.75
Current Ratio0.470.47———
Cash Flow
Free Cash Flow$191.7M$191.7M$-901.0M$737.9M$477.7M
Returns
ROE19.0%19.0%-77.0%-23.1%-45.0%
Valuation
P/E2.322.32———
EV/EBITDA5.085.0819.846.8719.96
P/B0.440.442.230.840.47
Growth & Yield
Revenue Growth8.4%8.4%-15.7%11.9%—
EPS Growth130.6%130.6%-88.5%58.5%—

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

-41.0%

fácil

EPS terminal req.

$23.25

Spread vs growth

171.6%

5Y implied EPS CAGR

-24.3%

fácil

EPS terminal req.

$28.13

Spread vs growth

154.9%

10Y implied EPS CAGR

-8.7%

fácil

EPS terminal req.

$45.30

Spread vs growth

139.4%

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 -54.2%

Total return

-54.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-369.25 → 113.09

Residual

-54.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-54.2%

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.