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8065.T$3205.00-0.31%
Fair $3205.00+0.0%

8065.T

Sato Shoji Corporation

Basic Materials / SteelTokyo

$3205.00

-10.00 (-0.31%)

Fairly Valued+0.0%Fair Value $3205.00Fund rank 24/100 · Data gapFallback financials|
SA 61/B
F-Score: 4/9

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 $-1.6B · 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 12/100Data 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

61/100

B

Piotroski

4/9

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 · 8065.TLocal privado en este navegador · Sato Shoji 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

$66.4B

P/E

10.3x

↓

EV/EBITDA

9.7x

↓

ROE

8.8%

↑

Gross Margin

8.0%

↓

Debt/Equity

0.47

↑
52-Week Range$3205
$1442$3400

TradingView lightweight chart

8065.T price, volumen y niveles de valoración

Último $3,230Periodo +780.1%
Fair value: $3,205

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

+6.4%

FCF CAGR

—

FCF margin

-0.8%

FCF / Net income

-0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $284.55B · net income $6.01B · FCF $-2.20B

2022-FY → 2025-FY

Gross margin

8.0%-0.3% pts

Operating margin

2.4%-0.0% pts

Net margin

2.1%+0.4% pts

FCF margin

-0.8%+4.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$284.55B$284.55B$273.98B$275.01B$236.16B
Net Income$6.01B$6.01B$6.48B$6.19B$4.02B
EBITDA$9.96B$9.96B$10.18B$10.05B$7.14B
EPS281.19281.19299.91286.41—
Gross Margin8.0%8.0%7.6%7.7%8.3%
Operating Margin2.4%2.4%2.4%2.2%2.4%
Net Margin2.1%2.1%2.4%2.3%1.7%
Balance Sheet
Debt/Equity0.470.470.440.580.63
Current Ratio1.331.33———
Cash Flow
Free Cash Flow$-2.20B$-2.20B$3.26B$-1.60B$-12.97B
Returns
ROE8.8%8.8%9.9%11.0%7.9%
Valuation
P/E10.3410.345.744.64—
EV/EBITDA9.739.736.175.797.37
P/B1.001.000.570.510.46
Growth & Yield
Revenue Growth3.9%3.9%-0.4%16.4%—
EPS Growth-6.2%-6.2%4.7%——
Dividend Yield2.8%2.8%———

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

0.4%

fácil

EPS terminal req.

$284.39

Spread vs growth

-6.6%

5Y implied EPS CAGR

4.1%

fácil

EPS terminal req.

$344.11

Spread vs growth

-10.4%

10Y implied EPS CAGR

7.0%

razonable

EPS terminal req.

$554.20

Spread vs growth

-13.3%

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 +126.6%

Total return

+126.6%

Start / end P/E

4.8x → 11.5x

EPS bridge

299.91 → 281.19

Residual

-8.7%

EPS growth-6.2%
Multiple rerating+138.7%
Dividend+2.8%
Residual / FX / buybacks / cross-term-8.7%

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.