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7980.T$808.00-2.06%
Fair $808.00+0.0%

7980.T

Shigematsu Works Co., Ltd.

Healthcare / Medical Instruments & SuppliesTokyo

$808.00

-17.00 (-2.06%)

Fairly Valued+0.0%Fair Value $808.00Fund rank 25/100 · Data gapFallback financials|
SA 51/C
F-Score: 5/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $126.2M · quality 42.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

51/100

C

Piotroski

5/9

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 · 7980.TLocal privado en este navegador · Shigematsu Works 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

$5.7B

P/E

8.2x

↓

EV/EBITDA

5.2x

↓

ROE

9.1%

↑

Gross Margin

31.4%

↓

Debt/Equity

0.59

↑
52-Week Range$808
$766$1347

TradingView lightweight chart

7980.T price, volumen y niveles de valoración

Último $808.00Periodo +210.8%
Fair value: $808.00

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

+5.8%

FCF CAGR

—

FCF margin

-14.0%

FCF / Net income

-2.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.11B · net income $780.6M · FCF $-1.98B

2022-FY → 2025-FY

Gross margin

31.4%+0.3% pts

Operating margin

7.6%+2.5% pts

Net margin

5.5%+0.6% pts

FCF margin

-14.0%-14.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.11B$14.11B$13.00B$12.88B$11.92B
Net Income$780.6M$780.6M$584.1M$748.2M$589.1M
EBITDA$1.77B$1.77B$1.39B$1.77B$1.47B
EPS109.77109.7782.13105.2282.84
Gross Margin31.4%31.4%30.8%31.7%31.1%
Operating Margin7.6%7.6%6.0%7.5%5.1%
Net Margin5.5%5.5%4.5%5.8%4.9%
Balance Sheet
Debt/Equity0.590.590.380.430.52
Current Ratio1.821.82———
Cash Flow
Free Cash Flow$-1.98B$-1.98B$126.2M$574.0M$-7.5M
Returns
ROE9.1%9.1%7.1%10.2%9.1%
Valuation
P/E8.188.189.237.9110.92
EV/EBITDA5.245.244.974.195.76
P/B0.670.670.650.810.99
Growth & Yield
Revenue Growth8.6%8.6%0.9%8.0%—
EPS Growth33.7%33.7%-21.9%27.0%—
Dividend Yield1.8%1.8%———

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

-13.2%

fácil

EPS terminal req.

$71.70

Spread vs growth

46.9%

5Y implied EPS CAGR

-4.6%

fácil

EPS terminal req.

$86.75

Spread vs growth

38.3%

10Y implied EPS CAGR

2.4%

fácil

EPS terminal req.

$139.72

Spread vs growth

31.2%

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 +2.8%

Total return

+2.8%

Start / end P/E

9.7x → 7.4x

EPS bridge

82.13 → 109.77

Residual

-8.2%

EPS growth+33.7%
Multiple rerating-24.4%
Dividend+1.8%
Residual / FX / buybacks / cross-term-8.2%

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.