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7999.T$7560.00+0.00%
Fair $7560.00+0.0%

7999.T

Mutoh Holdings Co., Ltd.

Industrials / Business Equipment & SuppliesTokyo

$7560.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $7560.00Fund rank 25/100 · Data gapFallback financials|
SA 39/D
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 33% · confianza 18%

FCF escenarios

weak_data · normalized FCF $784.0M · quality 34.7/100

Data gap 25/100
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

39/100

D

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 7999.TLocal privado en este navegador · Mutoh Holdings 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

$34.7B

P/E

3.4x

↓

EV/EBITDA

11.4x

↑

ROE

5.8%

↓

Gross Margin

42.0%

↑

Debt/Equity

N/A

•
52-Week Range$7560
$2570$7670

TradingView lightweight chart

7999.T price, volumen y niveles de valoración

Último $7,560Periodo +171.0%
Fair value: $7,560

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

+4.6%

FCF CAGR

+50.9%

FCF margin

6.5%

FCF / Net income

0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.13B · net income $1.37B · FCF $1.18B

2022-FY → 2025-FY

Gross margin

42.0%+7.3% pts

Operating margin

7.3%+3.9% pts

Net margin

7.6%+2.7% pts

FCF margin

6.5%+4.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.13B$18.13B$17.51B$16.79B$15.85B
Net Income$1.37B$1.37B$764.0M$878.0M$773.0M
EBITDA$2.10B$2.10B$1.62B$1.26B$1.43B
EPS300.27300.27167.24192.51169.76
Gross Margin42.0%42.0%40.7%38.4%34.7%
Operating Margin7.3%7.3%7.1%5.8%3.4%
Net Margin7.6%7.6%4.4%5.2%4.9%
Balance Sheet
Current Ratio4.304.30———
Cash Flow
Free Cash Flow$1.18B$1.18B$-2.09B$784.0M$343.0M
Returns
ROE5.8%5.8%3.4%4.1%3.8%
Valuation
P/E3.423.4213.278.4012.21
EV/EBITDA11.4111.410.39-2.350.47
P/B1.461.460.450.340.46
Growth & Yield
Revenue Growth3.5%3.5%4.2%6.0%—
EPS Growth79.5%79.5%-13.1%13.4%—
Dividend Yield1.0%1.0%———

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

30.7%

muy exigente

EPS terminal req.

$670.82

Spread vs growth

48.8%

5Y implied EPS CAGR

22.0%

exigente

EPS terminal req.

$811.70

Spread vs growth

57.5%

10Y implied EPS CAGR

15.8%

exigente

EPS terminal req.

$1307.25

Spread vs growth

63.7%

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 +184.4%

Total return

+184.4%

Start / end P/E

16.0x → 25.2x

EPS bridge

167.24 → 300.27

Residual

+46.0%

EPS growth+79.5%
Multiple rerating+57.8%
Dividend+1.0%
Residual / FX / buybacks / cross-term+46.0%

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.