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v0.1
7994.T$2210.00-3.07%
Fair $2210.00+0.0%

7994.T

Okamura Corporation

Industrials / Business Equipment & SuppliesTokyo

$2210.00

-70.00 (-3.07%)

Fairly Valued+0.0%Fair Value $2210.00Fund rank 26/100 · Data gapFallback financials|
SA 55/C
F-Score: 6/9

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 18%

FCF escenarios

weak_data · normalized FCF $111.0M · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

55/100

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: 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 · 7994.TLocal privado en este navegador · Okamura 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

$209.2B

P/E

9.3x

↓

EV/EBITDA

5.8x

↓

ROE

11.9%

↑

Gross Margin

33.6%

↑

Debt/Equity

0.19

↓
52-Week Range$2210
$2101$2761

TradingView lightweight chart

7994.T price, volumen y niveles de valoración

Último $2,210Periodo +309.3%
Fair value: $2,210

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

+6.4%

FCF CAGR

—

FCF margin

-5.7%

FCF / Net income

-0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $314.53B · net income $22.05B · FCF $-17.84B

2022-FY → 2025-FY

Gross margin

33.6%+1.5% pts

Operating margin

7.6%+1.5% pts

Net margin

7.0%+1.3% pts

FCF margin

-5.7%-5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$314.53B$314.53B$298.30B$277.01B$261.18B
Net Income$22.05B$22.05B$20.28B$15.91B$14.99B
EBITDA$37.57B$37.57B$36.24B$29.54B$27.56B
EPS232.93232.93214.27163.15—
Gross Margin33.6%33.6%33.4%32.1%32.0%
Operating Margin7.6%7.6%8.1%6.3%6.1%
Net Margin7.0%7.0%6.8%5.7%5.7%
Balance Sheet
Debt/Equity0.190.190.120.140.15
Current Ratio2.862.86———
Cash Flow
Free Cash Flow$-17.84B$-17.84B$4.29B$111.0M$-729.0M
Returns
ROE11.9%11.9%11.8%10.6%10.5%
Valuation
P/E9.339.3310.328.27—
EV/EBITDA5.825.825.273.863.51
P/B1.131.131.210.870.81
Growth & Yield
Revenue Growth5.4%5.4%7.7%6.1%—
EPS Growth8.7%8.7%31.3%——
Dividend Yield4.6%4.6%———

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

-5.6%

fácil

EPS terminal req.

$196.10

Spread vs growth

14.3%

5Y implied EPS CAGR

0.4%

fácil

EPS terminal req.

$237.28

Spread vs growth

8.3%

10Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$382.14

Spread vs growth

3.6%

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 +9.0%

Total return

+9.0%

Start / end P/E

9.9x → 9.5x

EPS bridge

214.27 → 232.93

Residual

-0.3%

EPS growth+8.7%
Multiple rerating-4.0%
Dividend+4.6%
Residual / FX / buybacks / cross-term-0.3%

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.