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8051.T$1665.00-2.69%
Fair $1665.00+0.0%

8051.T

Yamazen Corporation

Industrials / Specialty Industrial MachineryTokyo

$1665.00

-46.00 (-2.69%)

Fairly Valued+0.0%Fair Value $1665.00Fund rank 33/100 · Data gapFallback financials|
SA 65/B
F-Score: 8/9
Margin Compression

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.4B · quality 66.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

65/100

B

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 8051.TLocal privado en este navegador · Yamazen 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

$151.3B

P/E

16.7x

↓

EV/EBITDA

6.2x

↓

ROE

6.2%

↑

Gross Margin

14.9%

↓

Debt/Equity

0.10

↓
52-Week Range$1665
$1216$1800

TradingView lightweight chart

8051.T price, volumen y niveles de valoración

Último $1,665Periodo +776.3%
Fair value: $1,665

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

+0.9%

FCF CAGR

+2.8%

FCF margin

0.6%

FCF / Net income

0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $516.13B · net income $7.84B · FCF $3.12B

2022-FY → 2025-FY

Gross margin

14.9%+0.4% pts

Operating margin

1.8%-1.6% pts

Net margin

1.5%-0.9% pts

FCF margin

0.6%+0.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$516.13B$516.13B$506.87B$527.26B$501.87B
Net Income$7.84B$7.84B$6.49B$12.53B$12.02B
EBITDA$17.27B$17.27B$14.97B$20.91B$20.15B
EPS82.7082.7066.92129.47—
Gross Margin14.9%14.9%14.7%14.8%14.5%
Operating Margin1.8%1.8%2.0%3.1%3.4%
Net Margin1.5%1.5%1.3%2.4%2.4%
Balance Sheet
Debt/Equity0.100.100.100.120.13
Current Ratio1.621.62———
Cash Flow
Free Cash Flow$3.12B$3.12B$8.75B$4.41B$2.88B
Returns
ROE6.2%6.2%4.9%10.2%10.7%
Valuation
P/E16.6616.6619.747.65—
EV/EBITDA6.186.184.141.891.32
P/B1.251.250.970.780.73
Growth & Yield
Revenue Growth1.8%1.8%-3.9%5.1%—
EPS Growth23.6%23.6%-48.3%——
Dividend Yield4.2%4.2%———

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

21.3%

exigente

EPS terminal req.

$147.74

Spread vs growth

2.2%

5Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$178.77

Spread vs growth

6.9%

10Y implied EPS CAGR

13.3%

razonable

EPS terminal req.

$287.91

Spread vs growth

10.3%

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 +29.0%

Total return

+29.0%

Start / end P/E

19.9x → 20.1x

EPS bridge

66.92 → 82.70

Residual

+0.2%

EPS growth+23.6%
Multiple rerating+1.0%
Dividend+4.2%
Residual / FX / buybacks / cross-term+0.2%

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.