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v0.1
8078.T$1765.00-6.76%
Fair $1765.00+0.0%

8078.T

Hanwa Co., Ltd.

Industrials / ConglomeratesTokyo

$1765.00

-128.00 (-6.76%)

Fairly Valued+0.0%Fair Value $1765.00Fund rank 24/100 · Data gapFallback financials|
SA 54/C
F-Score: 6/9

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 16%

FCF escenarios

weak_data · normalized FCF $8.6B · quality 36.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

54/100

C

Piotroski

6/9

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 · 8078.TLocal privado en este navegador · Hanwa 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

$343.3B

P/E

9.1x

↓

EV/EBITDA

7.9x

↓

ROE

11.9%

↑

Gross Margin

5.5%

↓

Debt/Equity

0.99

↑
52-Week Range$1765
$1012$1927

TradingView lightweight chart

8078.T price, volumen y niveles de valoración

Último $1,765Periodo +1665.0%
Fair value: $1,765

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

+5.7%

FCF CAGR

—

FCF margin

0.1%

FCF / Net income

0.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.55T · net income $45.48B · FCF $1.64B

2022-FY → 2025-FY

Gross margin

5.5%+0.0% pts

Operating margin

2.4%-0.5% pts

Net margin

1.8%-0.2% pts

FCF margin

0.1%+13.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2554.51B$2554.51B$2431.98B$2668.23B$2164.05B
Net Income$45.48B$45.48B$38.42B$51.51B$43.62B
EBITDA$84.25B$84.25B$72.08B$93.49B$73.73B
EPS225.13225.13253.49253.49214.67
Gross Margin5.5%5.5%4.9%4.8%5.5%
Operating Margin2.4%2.4%2.0%2.4%2.9%
Net Margin1.8%1.8%1.6%1.9%2.0%
Balance Sheet
Debt/Equity0.990.991.031.253.04
Current Ratio1.991.99———
Cash Flow
Free Cash Flow$1.64B$1.64B$8.56B$271.37B$-287.04B
Returns
ROE11.9%11.9%10.9%17.0%18.4%
Valuation
P/E9.079.074.582.932.85
EV/EBITDA7.947.946.404.769.20
P/B0.930.930.500.500.52
Growth & Yield
Revenue Growth5.0%5.0%-8.9%23.3%—
EPS Growth-11.2%-11.2%0.0%18.1%—
Dividend Yield3.5%3.5%———

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

-11.4%

fácil

EPS terminal req.

$156.61

Spread vs growth

0.2%

5Y implied EPS CAGR

-3.4%

fácil

EPS terminal req.

$189.50

Spread vs growth

-7.8%

10Y implied EPS CAGR

3.1%

fácil

EPS terminal req.

$305.20

Spread vs growth

-14.3%

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 +73.2%

Total return

+73.2%

Start / end P/E

4.1x → 7.8x

EPS bridge

253.49 → 225.13

Residual

-10.2%

EPS growth-11.2%
Multiple rerating+91.1%
Dividend+3.5%
Residual / FX / buybacks / cross-term-10.2%

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.