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7851.T$160.00-2.44%
Fair $160.00+0.0%

7851.T

Kawase Computer Supplies Co Ltd

Industrials / Specialty Business ServicesTokyo

$160.00

-4.00 (-2.44%)

Fairly Valued+0.0%Fair Value $160.00Fund rank 31/100 · Data gapFallback financials|
SA 45/C
F-Score: 8/9
Low Profitability

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $55.9M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

45/100

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: 1unknown: 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. ROE is 4.2%, below the 5% threshold
Thesis & Journal · 7851.TLocal privado en este navegador · Kawase Computer Supplies 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

$751M

P/E

8.0x

↓

EV/EBITDA

1.1x

↓

ROE

4.2%

↓

Gross Margin

26.0%

↑

Debt/Equity

0.25

↓
52-Week Range$160
$156$295

TradingView lightweight chart

7851.T price, volumen y niveles de valoración

Último $160.00Periodo -60.7%
Fair value: $160.00

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

+4.2%

FCF CAGR

+18.1%

FCF margin

3.6%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.83B · net income $100.1M · FCF $103.3M

2022-FY → 2025-FY

Gross margin

26.0%-3.6% pts

Operating margin

2.8%+1.0% pts

Net margin

3.5%+3.4% pts

FCF margin

3.6%+1.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.83B$2.83B$2.59B$2.50B$2.50B
Net Income$100.1M$100.1M$-113.0M$-136.9M$4.3M
EBITDA$220.0M$220.0M$31.2M$-22.5M$64.1M
EPS21.4421.44-24.24-28.940.90
Gross Margin26.0%26.0%24.3%26.1%29.6%
Operating Margin2.8%2.8%-1.0%-1.5%1.8%
Net Margin3.5%3.5%-4.4%-5.5%0.2%
Balance Sheet
Debt/Equity0.250.250.310.340.19
Current Ratio2.362.36———
Cash Flow
Free Cash Flow$103.3M$103.3M$55.9M$-308.4M$62.8M
Returns
ROE4.2%4.2%-4.9%-5.7%0.2%
Valuation
P/E8.048.04——252.22
EV/EBITDA1.101.1019.34—-3.60
P/B0.310.310.450.400.42
Growth & Yield
Revenue Growth9.2%9.2%3.6%0.0%—
EPS Growth188.4%188.4%16.2%-3315.6%—
Dividend Yield3.6%3.6%———

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

-12.8%

fácil

EPS terminal req.

$14.20

Spread vs growth

201.3%

5Y implied EPS CAGR

-4.3%

fácil

EPS terminal req.

$17.18

Spread vs growth

192.8%

10Y implied EPS CAGR

2.6%

fácil

EPS terminal req.

$27.67

Spread vs growth

185.9%

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

n/dx → n/dx

EPS bridge

-24.24 → 21.44

Residual

-37.5%

EPS growthn/d
Multiple reratingn/d
Dividend+3.6%
Residual / FX / buybacks / cross-term-37.5%

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.