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7944.T$4460.00-2.09%
Fair $4460.00+0.0%

7944.T

Roland Corporation

Consumer Cyclical / LeisureTokyo

$4460.00

-95.00 (-2.09%)

Fairly Valued+0.0%Fair Value $4460.00Fund rank 33/100 · Data gapFallback financials|
SA 52/C
F-Score: 3/9

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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $9.2B · quality 64.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

52/100

C

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: 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 · 7944.TLocal privado en este navegador · Roland 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

$117.6B

P/E

54.7x

↑

EV/EBITDA

14.9x

↑

ROE

5.3%

↑

Gross Margin

42.2%

↑

Debt/Equity

0.59

↑
52-Week Range$4460
$3000$4695

TradingView lightweight chart

7944.T price, volumen y niveles de valoración

Último $4,460Periodo +141.0%
Fair value: $4,460

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

+1.7%

FCF CAGR

—

FCF margin

7.2%

FCF / Net income

3.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $100.95B · net income $2.17B · FCF $7.30B

2022-FY → 2025-FY

Gross margin

42.2%+1.2% pts

Operating margin

9.3%-1.9% pts

Net margin

2.1%-7.2% pts

FCF margin

7.2%+7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$100.95B$100.95B$99.43B$102.44B$95.84B
Net Income$2.17B$2.17B$5.98B$8.15B$8.94B
EBITDA$8.51B$8.51B$11.83B$14.05B$12.68B
EPS81.5481.54214.76294.33321.96
Gross Margin42.2%42.2%42.8%42.9%41.1%
Operating Margin9.3%9.3%10.0%11.6%11.2%
Net Margin2.1%2.1%6.0%8.0%9.3%
Balance Sheet
Debt/Equity0.590.590.440.630.85
Current Ratio3.103.10———
Cash Flow
Free Cash Flow$7.30B$7.30B$9.18B$11.94B$-587.0M
Returns
ROE5.3%5.3%12.9%20.4%26.6%
Valuation
P/E54.7054.7018.2515.0310.30
EV/EBITDA14.9014.909.739.618.69
P/B2.892.892.353.072.74
Growth & Yield
Revenue Growth1.5%1.5%-2.9%6.9%—
EPS Growth-62.0%-62.0%-27.0%-8.6%—
Dividend Yield3.7%3.7%———

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

69.3%

muy exigente

EPS terminal req.

$395.75

Spread vs growth

-131.3%

5Y implied EPS CAGR

42.5%

muy exigente

EPS terminal req.

$478.86

Spread vs growth

-104.5%

10Y implied EPS CAGR

25.2%

muy exigente

EPS terminal req.

$771.21

Spread vs growth

-87.2%

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 +39.5%

Total return

+39.5%

Start / end P/E

15.3x → 54.7x

EPS bridge

214.76 → 81.54

Residual

-159.8%

EPS growth-62.0%
Multiple rerating+257.6%
Dividend+3.7%
Residual / FX / buybacks / cross-term-159.8%

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.