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7908.T$235.00-3.69%
Fair $235.00+0.0%

7908.T

Kimoto Co., Ltd.

Technology / Electronic ComponentsTokyo

$235.00

-9.00 (-3.69%)

Fairly Valued+0.0%Fair Value $235.00Fund rank 25/100 · Data gapFallback financials|
SA 32/D
F-Score: 3/9
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 17%

FCF escenarios

weak_data · normalized FCF $314.0M · quality 35.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

32/100

D

Piotroski

3/9

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 3.0%, below the 5% threshold
Thesis & Journal · 7908.TLocal privado en este navegador · Kimoto 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

$10.3B

P/E

18.7x

↓

EV/EBITDA

-0.4x

↓

ROE

3.0%

↓

Gross Margin

38.9%

↑

Debt/Equity

N/A

•
52-Week Range$235
$219$301

TradingView lightweight chart

7908.T price, volumen y niveles de valoración

Último $235.00Periodo +47.5%
Fair value: $235.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+3.1%

FCF CAGR

—

FCF margin

3.0%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.55B · net income $565.0M · FCF $314.0M

2023-FY → 2026-FY

Gross margin

38.9%+15.2% pts

Operating margin

10.1%+16.6% pts

Net margin

5.4%+11.2% pts

FCF margin

3.0%+8.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$10.55B$10.55B$11.29B$9.91B$9.62B
Net Income$565.0M$565.0M$989.0M$335.0M$-567.0M
EBITDA$1.62B$1.62B$1.89B$716.0M$-115.0M
EPS12.6012.6021.537.26-12.18
Gross Margin38.9%38.9%39.0%31.9%23.8%
Operating Margin10.1%10.1%11.9%2.2%-6.5%
Net Margin5.4%5.4%8.8%3.4%-5.9%
Balance Sheet
Current Ratio7.327.32———
Cash Flow
Free Cash Flow$314.0M$314.0M$1.44B$134.0M$-555.0M
Returns
ROE3.0%3.0%5.3%1.8%-3.2%
Valuation
P/E18.6718.6711.3830.30—
EV/EBITDA-0.37-0.37-0.86-4.21—
P/B0.560.560.600.560.51
Growth & Yield
Revenue Growth-6.6%-6.6%14.0%3.0%—
EPS Growth-41.5%-41.5%196.6%159.6%—
Dividend Yield3.3%3.3%———

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

18.3%

exigente

EPS terminal req.

$20.85

Spread vs growth

-59.8%

5Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$25.23

Spread vs growth

-56.4%

10Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$40.64

Spread vs growth

-53.9%

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 +8.2%

Total return

+8.2%

Start / end P/E

10.4x → 18.7x

EPS bridge

21.53 → 12.60

Residual

-32.9%

EPS growth-41.5%
Multiple rerating+79.3%
Dividend+3.3%
Residual / FX / buybacks / cross-term-32.9%

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.