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7886.T$555.00-3.14%
Fair $555.00+0.0%

7886.T

Yamato Mobility & Mfg. Co.,Ltd.

Basic Materials / Specialty ChemicalsTokyo

$555.00

-18.00 (-3.14%)

Fairly Valued+0.0%Fair Value $555.00Fund rank 18/100 · Data gapFallback financials|
SA 11/F
F-Score: 4/9
High DebtLow 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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $159.3M · quality 19.7/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

11/100

F

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: 2unknown: 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 2.27, above the 2.0 threshold ROE is -24.1%, below the 5% threshold
Thesis & Journal · 7886.TLocal privado en este navegador · Yamato Mobility & Mfg. 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

$893M

P/E

N/A

•

EV/EBITDA

45.5x

↑

ROE

-24.1%

↓

Gross Margin

11.1%

↓

Debt/Equity

2.27

↑
52-Week Range$555
$504$1595

TradingView lightweight chart

7886.T price, volumen y niveles de valoración

Último $555.00Periodo -78.7%
Fair value: $555.00

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

+4.1%

FCF CAGR

—

FCF margin

1.0%

FCF / Net income

-0.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.07B · net income $-339.5M · FCF $159.3M

2022-FY → 2025-FY

Gross margin

11.1%+2.9% pts

Operating margin

1.3%+3.1% pts

Net margin

-2.1%+0.0% pts

FCF margin

1.0%+1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.07B$16.07B$15.36B$15.54B$14.24B
Net Income$-339.5M$-339.5M$-149.5M$30.7M$-306.3M
EBITDA$42.4M$42.4M$205.0M$348.5M$-6.3M
EPS-255.74-255.74-113.2827.31-304.95
Gross Margin11.1%11.1%10.3%10.7%8.2%
Operating Margin1.3%1.3%0.3%1.4%-1.9%
Net Margin-2.1%-2.1%-1.0%0.2%-2.2%
Balance Sheet
Debt/Equity2.272.272.262.243.14
Current Ratio1.171.17———
Cash Flow
Free Cash Flow$159.3M$159.3M$320.8M$-186.0M$-71.5M
Returns
ROE-24.1%-24.1%-9.5%1.9%-25.0%
Valuation
P/E———43.21—
EV/EBITDA45.5345.5314.158.85—
P/B0.520.520.950.820.48
Growth & Yield
Revenue Growth4.6%4.6%-1.1%9.2%—
EPS Growth-125.8%-125.8%-514.8%109.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -37.6%

Total return

-37.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-113.28 → -255.74

Residual

-37.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-37.6%

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.