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7917.T$1246.00-0.64%
Fair $1246.00+0.0%

7917.T

ZACROS Corporation

Consumer Cyclical / Packaging & ContainersTokyo

$1246.00

-8.00 (-0.64%)

Fairly Valued+0.0%Fair Value $1246.00Fund rank 29/100 · Data gapFallback financials|
SA 61/B
F-Score: 7/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $3.1B · quality 51.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

61/100

B

Piotroski

7/9

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 · 7917.TLocal privado en este navegador · ZACROS Corporation
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

$89.2B

P/E

11.9x

↓

EV/EBITDA

0.8x

↓

ROE

7.1%

↑

Gross Margin

23.0%

↓

Debt/Equity

0.05

↓
52-Week Range$1246
$904$1548

TradingView lightweight chart

7917.T price, volumen y niveles de valoración

Último $1,246Periodo +721.1%
Fair value: $1,246

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

+5.7%

FCF CAGR

—

FCF margin

-7.6%

FCF / Net income

-1.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $150.74B · net income $6.53B · FCF $-11.52B

2022-FY → 2025-FY

Gross margin

23.0%+0.6% pts

Operating margin

6.7%-1.4% pts

Net margin

4.3%-1.7% pts

FCF margin

-7.6%-12.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$150.74B$150.74B$136.16B$129.36B$127.82B
Net Income$6.53B$6.53B$4.53B$4.85B$7.69B
EBITDA$15.80B$15.80B$13.23B$13.00B$16.56B
EPS348.00348.0059.7963.27—
Gross Margin23.0%23.0%21.8%19.9%22.4%
Operating Margin6.7%6.7%6.1%4.5%8.1%
Net Margin4.3%4.3%3.3%3.8%6.0%
Balance Sheet
Debt/Equity0.050.050.020.020.02
Current Ratio2.112.11———
Cash Flow
Free Cash Flow$-11.52B$-11.52B$3.15B$3.23B$6.10B
Returns
ROE7.1%7.1%5.3%5.9%9.7%
Valuation
P/E11.8611.8618.0612.07—
EV/EBITDA0.830.835.143.803.36
P/B0.250.250.950.710.82
Growth & Yield
Revenue Growth10.7%10.7%5.2%1.2%—
EPS Growth482.0%482.0%-5.5%——
Dividend Yield2.9%2.9%———

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

-31.8%

fácil

EPS terminal req.

$110.56

Spread vs growth

513.8%

5Y implied EPS CAGR

-17.4%

fácil

EPS terminal req.

$133.78

Spread vs growth

499.4%

10Y implied EPS CAGR

-4.7%

fácil

EPS terminal req.

$215.45

Spread vs growth

486.7%

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 +36.7%

Total return

+36.7%

Start / end P/E

15.6x → 3.6x

EPS bridge

59.79 → 348.00

Residual

-371.2%

EPS growth+482.0%
Multiple rerating-77.0%
Dividend+2.9%
Residual / FX / buybacks / cross-term-371.2%

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.