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8046.T$828.00-2.70%
Fair $828.00+0.0%

8046.T

Marufuji Sheet Piling Co.,Ltd.

Basic Materials / SteelTokyo

$828.00

-23.00 (-2.70%)

Fairly Valued+0.0%Fair Value $828.00Fund rank 34/100 · Data gapFallback financials|
SA 56/C
F-Score: 7/9
Low Profitability

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $497.0M · quality 65.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

56/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 5.0%, below the 5% threshold
Thesis & Journal · 8046.TLocal privado en este navegador · Marufuji Sheet Piling 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

$14.3B

P/E

7.5x

↓

EV/EBITDA

-0.6x

↓

ROE

5.0%

↑

Gross Margin

18.2%

↓

Debt/Equity

0.02

↓
52-Week Range$828
$573$1220

TradingView lightweight chart

8046.T price, volumen y niveles de valoración

Último $828.00Periodo +242.1%
Fair value: $828.00

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

+3.7%

FCF CAGR

-33.4%

FCF margin

1.1%

FCF / Net income

0.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $35.59B · net income $1.53B · FCF $397.0M

2022-FY → 2025-FY

Gross margin

18.2%+3.3% pts

Operating margin

4.4%+2.7% pts

Net margin

4.3%+2.0% pts

FCF margin

1.1%-3.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$35.59B$35.59B$34.54B$35.10B$31.88B
Net Income$1.53B$1.53B$1.37B$1.04B$749.0M
EBITDA$2.59B$2.59B$2.36B$1.93B$1.58B
EPS428.72428.72383.35290.18209.36
Gross Margin18.2%18.2%17.8%15.7%14.9%
Operating Margin4.4%4.4%4.1%3.0%1.8%
Net Margin4.3%4.3%4.0%3.0%2.3%
Balance Sheet
Debt/Equity0.020.020.020.050.10
Current Ratio2.642.64———
Cash Flow
Free Cash Flow$397.0M$397.0M$2.72B$497.0M$1.34B
Returns
ROE5.0%5.0%4.6%3.7%2.7%
Valuation
P/E7.497.491.491.451.83
EV/EBITDA-0.63-0.632.472.95-0.13
P/B0.100.100.340.270.05
Growth & Yield
Revenue Growth3.0%3.0%-1.6%10.1%—
EPS Growth11.8%11.8%32.1%38.6%—
Dividend Yield9.2%9.2%———

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

-44.5%

fácil

EPS terminal req.

$73.47

Spread vs growth

56.3%

5Y implied EPS CAGR

-27.0%

fácil

EPS terminal req.

$88.90

Spread vs growth

38.8%

10Y implied EPS CAGR

-10.4%

fácil

EPS terminal req.

$143.17

Spread vs growth

22.2%

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 +53.0%

Total return

+53.0%

Start / end P/E

1.5x → 1.9x

EPS bridge

383.35 → 428.72

Residual

+3.4%

EPS growth+11.8%
Multiple rerating+28.6%
Dividend+9.2%
Residual / FX / buybacks / cross-term+3.4%

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.