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8001.T$1879.50-2.89%
Fair $1879.50+0.0%

8001.T

ITOCHU Corporation

Industrials / ConglomeratesTokyo

$1879.50

-56.00 (-2.89%)

Fairly Valued+0.0%Fair Value $1879.50Fund rank 36/100 · Data gapFallback financials|
SA 47/C
F-Score: 8/9

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $772.3B · quality 75.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

47/100

C

Piotroski

8/9

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 · 8001.TLocal privado en este navegador · ITOCHU 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

$13.14T

P/E

14.7x

↓

EV/EBITDA

10.2x

↑

ROE

15.3%

↑

Gross Margin

16.1%

↓

Debt/Equity

0.80

↑
52-Week Range$1880
$1448$2287

TradingView lightweight chart

8001.T price, volumen y niveles de valoración

Último $1,880Periodo +1768.3%
Fair value: $1,880

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

+6.2%

FCF CAGR

+6.1%

FCF margin

5.2%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.72T · net income $880.25B · FCF $769.81B

2022-FY → 2025-FY

Gross margin

16.1%+0.4% pts

Operating margin

4.7%-0.1% pts

Net margin

6.0%-0.7% pts

FCF margin

5.2%-0.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14724.23B$14724.23B$14029.91B$13945.63B$12293.35B
Net Income$880.25B$880.25B$801.77B$800.52B$820.27B
EBITDA$1709.50B$1709.50B$1616.69B$1583.69B$1583.19B
EPS123.13123.13110.60109.22—
Gross Margin16.1%16.1%15.9%15.3%15.8%
Operating Margin4.7%4.7%5.1%5.1%4.8%
Net Margin6.0%6.0%5.7%5.7%6.7%
Balance Sheet
Debt/Equity0.800.800.810.830.93
Current Ratio1.321.32———
Cash Flow
Free Cash Flow$769.81B$769.81B$775.56B$772.34B$644.02B
Returns
ROE15.3%15.3%14.8%16.6%19.5%
Valuation
P/E14.6914.6912.287.54—
EV/EBITDA10.2410.248.445.965.76
P/B2.332.331.811.251.38
Growth & Yield
Revenue Growth4.9%4.9%0.6%13.4%—
EPS Growth11.3%11.3%1.3%——
Dividend Yield2.3%2.3%———

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

10.6%

razonable

EPS terminal req.

$166.77

Spread vs growth

0.7%

5Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$201.80

Spread vs growth

0.9%

10Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$325.00

Spread vs growth

1.1%

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 +27.2%

Total return

+27.2%

Start / end P/E

13.6x → 15.3x

EPS bridge

110.60 → 123.13

Residual

+1.4%

EPS growth+11.3%
Multiple rerating+12.2%
Dividend+2.3%
Residual / FX / buybacks / cross-term+1.4%

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.