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7818.T$1301.00+0.77%
Fair $1301.00+0.0%

7818.T

TRANSACTION CO.,Ltd.

Consumer Defensive / Household & Personal ProductsTokyo

$1301.00

+10.00 (+0.77%)

Fairly Valued+0.0%Fair Value $1301.00Fund rank 34/100 · Data gapFallback financials|
SA 59/C
F-Score: 8/9

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 $3.5B · quality 67.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

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: 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 · 7818.TLocal privado en este navegador · TRANSACTION 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

$73.6B

P/E

17.5x

↑

EV/EBITDA

10.8x

↑

ROE

20.7%

↑

Gross Margin

39.3%

↑

Debt/Equity

0.02

↓
52-Week Range$1301
$997$1384

TradingView lightweight chart

7818.T price, volumen y niveles de valoración

Último $1,301Periodo +4009.8%
Fair value: $1,301

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

+14.5%

FCF CAGR

+190.7%

FCF margin

14.4%

FCF / Net income

0.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $27.45B · net income $4.08B · FCF $3.95B

2022-FY → 2025-FY

Gross margin

39.3%+0.1% pts

Operating margin

20.8%+3.1% pts

Net margin

14.9%+2.8% pts

FCF margin

14.4%+13.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$27.45B$27.45B$25.05B$22.96B$18.27B
Net Income$4.08B$4.08B$3.76B$3.31B$2.20B
EBITDA$6.35B$6.35B$5.81B$4.94B$3.43B
EPS70.8770.8764.7056.7537.72
Gross Margin39.3%39.3%39.2%39.4%39.2%
Operating Margin20.8%20.8%20.9%20.3%17.7%
Net Margin14.9%14.9%15.0%14.4%12.0%
Balance Sheet
Debt/Equity0.020.020.040.050.05
Current Ratio5.125.12———
Cash Flow
Free Cash Flow$3.95B$3.95B$2.22B$3.53B$160.6M
Returns
ROE20.7%20.7%20.7%20.4%16.4%
Valuation
P/E17.5317.5315.0716.4714.32
EV/EBITDA10.8310.833.974.453.50
P/B3.813.811.551.681.18
Growth & Yield
Revenue Growth9.6%9.6%9.1%25.6%—
EPS Growth9.5%9.5%14.0%50.5%—
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

17.7%

exigente

EPS terminal req.

$115.44

Spread vs growth

-8.1%

5Y implied EPS CAGR

14.5%

razonable

EPS terminal req.

$139.68

Spread vs growth

-5.0%

10Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$224.96

Spread vs growth

-2.7%

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 +12.2%

Total return

+12.2%

Start / end P/E

18.3x → 18.4x

EPS bridge

64.70 → 70.87

Residual

+0.0%

EPS growth+9.5%
Multiple rerating+0.3%
Dividend+2.3%
Residual / FX / buybacks / cross-term+0.0%

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.