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8007.T$731.00-4.57%
Fair $731.00+0.0%

8007.T

Takashima & Co., Ltd.

Basic Materials / Building MaterialsTokyo

$731.00

-35.00 (-4.57%)

Fairly Valued+0.0%Fair Value $731.00Fund rank 24/100 · Data gapFallback financials|
SA 41/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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-22.0M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

41/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 8007.TLocal privado en este navegador · Takashima & 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

$24.9B

P/E

21.4x

↑

EV/EBITDA

6.8x

↓

ROE

6.5%

↑

Gross Margin

13.8%

↓

Debt/Equity

0.51

↑
52-Week Range$731
$666$940

TradingView lightweight chart

8007.T price, volumen y niveles de valoración

Último $731.00Periodo +446.5%
Fair value: $731.00

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

+8.5%

FCF CAGR

—

FCF margin

-3.5%

FCF / Net income

-2.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $94.50B · net income $1.57B · FCF $-3.35B

2022-FY → 2025-FY

Gross margin

13.8%+2.5% pts

Operating margin

2.3%+0.2% pts

Net margin

1.7%-0.1% pts

FCF margin

-3.5%-2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$94.50B$94.50B$90.12B$79.68B$74.05B
Net Income$1.57B$1.57B$4.83B$1.58B$1.30B
EBITDA$4.14B$4.14B$8.74B$2.81B$2.24B
EPS45.7045.70136.4944.3736.02
Gross Margin13.8%13.8%13.6%11.8%11.2%
Operating Margin2.3%2.3%1.9%2.2%2.1%
Net Margin1.7%1.7%5.4%2.0%1.8%
Balance Sheet
Debt/Equity0.510.510.290.350.23
Current Ratio1.711.71———
Cash Flow
Free Cash Flow$-3.35B$-3.35B$5.28B$-22.0M$-1.06B
Returns
ROE6.5%6.5%20.5%8.1%7.0%
Valuation
P/E21.3721.374.428.147.99
EV/EBITDA6.786.781.824.293.27
P/B1.051.050.910.660.56
Growth & Yield
Revenue Growth4.9%4.9%13.1%7.6%—
EPS Growth-66.5%-66.5%207.7%23.2%—
Dividend Yield6.3%6.3%———

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

12.4%

razonable

EPS terminal req.

$64.86

Spread vs growth

-78.9%

5Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$78.49

Spread vs growth

-77.9%

10Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$126.40

Spread vs growth

-77.2%

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 +13.9%

Total return

+13.9%

Start / end P/E

5.0x → 16.0x

EPS bridge

136.49 → 45.70

Residual

-147.2%

EPS growth-66.5%
Multiple rerating+221.3%
Dividend+6.3%
Residual / FX / buybacks / cross-term-147.2%

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.