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8081.T$2505.00-2.26%
Fair $2505.00+0.0%

8081.T

Kanaden Corporation

Industrials / ConglomeratesTokyo

$2505.00

-58.00 (-2.26%)

Fairly Valued+0.0%Fair Value $2505.00Fund rank 33/100 · Data gapFallback financials|
SA 72/B
F-Score: 7/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.5B · quality 61.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

72/100

B

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: 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 · 8081.TLocal privado en este navegador · Kanaden 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

$55.9B

P/E

13.5x

↓

EV/EBITDA

6.4x

↓

ROE

8.2%

↑

Gross Margin

14.3%

↓

Debt/Equity

0.00

↓
52-Week Range$2505
$1667$2820

TradingView lightweight chart

8081.T price, volumen y niveles de valoración

Último $2,505Periodo +496.4%
Fair value: $2,505

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

+7.6%

FCF CAGR

+13.9%

FCF margin

3.7%

FCF / Net income

1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $125.67B · net income $3.94B · FCF $4.66B

2022-FY → 2025-FY

Gross margin

14.3%-0.2% pts

Operating margin

3.6%+0.8% pts

Net margin

3.1%+1.2% pts

FCF margin

3.7%+0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$125.67B$125.67B$116.27B$106.42B$100.83B
Net Income$3.94B$3.94B$3.47B$2.90B$1.92B
EBITDA$6.53B$6.53B$5.44B$4.73B$3.49B
EPS169.31169.31148.21110.6771.80
Gross Margin14.3%14.3%14.9%15.3%14.5%
Operating Margin3.6%3.6%3.9%3.7%2.8%
Net Margin3.1%3.1%3.0%2.7%1.9%
Balance Sheet
Debt/Equity0.000.000.020.000.00
Current Ratio1.741.74———
Cash Flow
Free Cash Flow$4.66B$4.66B$3.46B$-1.09B$3.15B
Returns
ROE8.2%8.2%7.2%6.5%4.2%
Valuation
P/E13.5413.549.9510.0714.04
EV/EBITDA6.396.393.372.934.02
P/B1.221.220.720.660.59
Growth & Yield
Revenue Growth8.1%8.1%9.3%5.5%—
EPS Growth14.2%14.2%33.9%54.1%—
Dividend Yield3.9%3.9%———

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

9.5%

razonable

EPS terminal req.

$222.28

Spread vs growth

4.7%

5Y implied EPS CAGR

9.7%

razonable

EPS terminal req.

$268.96

Spread vs growth

4.5%

10Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$433.15

Spread vs growth

4.4%

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 +50.7%

Total return

+50.7%

Start / end P/E

11.5x → 14.8x

EPS bridge

148.21 → 169.31

Residual

+4.1%

EPS growth+14.2%
Multiple rerating+28.5%
Dividend+3.9%
Residual / FX / buybacks / cross-term+4.1%

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.