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7864.T$2549.00-0.83%
Fair $2549.00+0.0%

7864.T

Fuji Seal International, Inc.

Consumer Cyclical / Packaging & ContainersTokyo

$2549.00

-22.00 (-0.83%)

Fairly Valued+0.0%Fair Value $2549.00Fund rank 31/100 · Data gapFallback financials|
SA 63/B
F-Score: 6/9

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 24%

FCF escenarios

weak_data · normalized FCF $13.6B · quality 52.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

63/100

B

Piotroski

6/9

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 · 7864.TLocal privado en este navegador · Fuji Seal International, Inc.
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

$136.0B

P/E

6.6x

↓

EV/EBITDA

4.2x

↓

ROE

8.4%

↑

Gross Margin

21.2%

↓

Debt/Equity

0.07

↓
52-Week Range$2549
$2460$3480

TradingView lightweight chart

7864.T price, volumen y niveles de valoración

Último $2,621Periodo +53.4%
Fair value: $2,549

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

+7.6%

FCF CAGR

+71.9%

FCF margin

6.8%

FCF / Net income

1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $212.34B · net income $12.20B · FCF $14.42B

2022-FY → 2025-FY

Gross margin

21.2%+3.2% pts

Operating margin

8.9%+2.7% pts

Net margin

5.7%+2.2% pts

FCF margin

6.8%+5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$212.34B$212.34B$196.62B$184.03B$170.32B
Net Income$12.20B$12.20B$10.28B$6.87B$6.12B
EBITDA$27.01B$27.01B$22.70B$15.62B$17.63B
EPS224.93224.93187.77125.43111.70
Gross Margin21.2%21.2%18.2%16.1%18.0%
Operating Margin8.9%8.9%6.8%4.5%6.2%
Net Margin5.7%5.7%5.2%3.7%3.6%
Balance Sheet
Debt/Equity0.070.070.050.100.11
Current Ratio2.622.62———
Cash Flow
Free Cash Flow$14.42B$14.42B$13.63B$-3.36B$2.84B
Returns
ROE8.4%8.4%7.8%5.7%5.6%
Valuation
P/E6.586.5811.0911.6314.49
EV/EBITDA4.214.214.324.474.24
P/B0.950.950.860.660.81
Growth & Yield
Revenue Growth8.0%8.0%6.8%8.1%—
EPS Growth19.8%19.8%49.7%12.3%—
Dividend Yield3.4%3.4%———

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

0.2%

fácil

EPS terminal req.

$226.18

Spread vs growth

19.6%

5Y implied EPS CAGR

4.0%

fácil

EPS terminal req.

$273.68

Spread vs growth

15.8%

10Y implied EPS CAGR

7.0%

razonable

EPS terminal req.

$440.76

Spread vs growth

12.8%

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 +5.9%

Total return

+5.9%

Start / end P/E

13.6x → 11.7x

EPS bridge

187.77 → 224.93

Residual

-2.9%

EPS growth+19.8%
Multiple rerating-14.4%
Dividend+3.4%
Residual / FX / buybacks / cross-term-2.9%

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.