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7887.T$1539.00-1.60%
Fair $1539.00+0.0%

7887.T

Nankai Plywood Co.,Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesTokyo

$1539.00

-25.00 (-1.60%)

Fairly Valued+0.0%Fair Value $1539.00Fund rank 29/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $525.3M · quality 52.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

50/100

C

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: 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 0.4%, below the 5% threshold
Thesis & Journal · 7887.TLocal privado en este navegador · Nankai Plywood 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

$7.5B

P/E

4.1x

↓

EV/EBITDA

4.4x

↓

ROE

0.4%

↓

Gross Margin

28.8%

↓

Debt/Equity

0.17

↓
52-Week Range$1539
$1142$2680

TradingView lightweight chart

7887.T price, volumen y niveles de valoración

Último $1,539Periodo +74.9%
Fair value: $1,539

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

+4.3%

FCF CAGR

—

FCF margin

2.1%

FCF / Net income

5.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.92B · net income $101.1M · FCF $525.3M

2022-FY → 2025-FY

Gross margin

28.8%-6.0% pts

Operating margin

3.9%-6.0% pts

Net margin

0.4%-6.0% pts

FCF margin

2.1%+3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$24.92B$24.92B$23.77B$23.06B$21.93B
Net Income$101.1M$101.1M$948.7M$1.59B$1.41B
EBITDA$1.89B$1.89B$2.66B$1.69B$3.10B
EPS20.9020.90196.02329.12—
Gross Margin28.8%28.8%28.1%28.3%34.7%
Operating Margin3.9%3.9%3.6%3.9%9.9%
Net Margin0.4%0.4%4.0%6.9%6.4%
Balance Sheet
Debt/Equity0.170.170.190.250.11
Current Ratio2.482.48———
Cash Flow
Free Cash Flow$525.3M$525.3M$1.76B$-3.12B$-250.1M
Returns
ROE0.4%0.4%4.0%7.1%6.8%
Valuation
P/E4.074.077.113.58—
EV/EBITDA4.404.402.974.961.47
P/B0.300.300.280.250.26
Growth & Yield
Revenue Growth4.8%4.8%3.1%5.1%—
EPS Growth-89.3%-89.3%-40.4%——
Dividend Yield5.1%5.1%———

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

87.0%

muy exigente

EPS terminal req.

$136.56

Spread vs growth

-176.3%

5Y implied EPS CAGR

51.2%

muy exigente

EPS terminal req.

$165.24

Spread vs growth

-140.6%

10Y implied EPS CAGR

29.0%

muy exigente

EPS terminal req.

$266.12

Spread vs growth

-118.3%

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 +34.9%

Total return

+34.9%

Start / end P/E

6.1x → 73.6x

EPS bridge

196.02 → 20.90

Residual

-998.1%

EPS growth-89.3%
Multiple rerating+1117.2%
Dividend+5.1%
Residual / FX / buybacks / cross-term-998.1%

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.