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8085.T$4000.00+0.00%
Fair $4000.00+0.0%

8085.T

Narasaki Sangyo Co., Ltd.

Industrials / Industrial DistributionTokyo

$4000.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $4000.00Fund rank 29/100 · Data gapFallback financials|
SA 53/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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $2.0B · quality 50.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

53/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 8085.TLocal privado en este navegador · Narasaki Sangyo 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

$20.0B

P/E

9.1x

↓

EV/EBITDA

2.5x

↓

ROE

8.6%

↑

Gross Margin

10.7%

↓

Debt/Equity

0.10

↓
52-Week Range$4000
$3080$4790

TradingView lightweight chart

8085.T price, volumen y niveles de valoración

Último $4,000Periodo +433.3%
Fair value: $4,000

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

+5.9%

FCF CAGR

—

FCF margin

-1.4%

FCF / Net income

-0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $112.51B · net income $2.24B · FCF $-1.57B

2022-FY → 2025-FY

Gross margin

10.7%+0.3% pts

Operating margin

2.7%+0.3% pts

Net margin

2.0%+0.3% pts

FCF margin

-1.4%-2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$112.51B$112.51B$107.45B$99.93B$94.80B
Net Income$2.24B$2.24B$2.30B$2.14B$1.57B
EBITDA$3.96B$3.96B$4.05B$3.51B$3.04B
EPS443.05443.05458.00429.25316.79
Gross Margin10.7%10.7%10.5%10.6%10.4%
Operating Margin2.7%2.7%2.8%2.8%2.4%
Net Margin2.0%2.0%2.1%2.1%1.7%
Balance Sheet
Debt/Equity0.100.100.110.150.16
Current Ratio1.511.51———
Cash Flow
Free Cash Flow$-1.57B$-1.57B$2.79B$2.02B$569.0M
Returns
ROE8.6%8.6%9.6%10.3%8.4%
Valuation
P/E9.089.086.714.326.17
EV/EBITDA2.552.550.76-0.120.51
P/B0.770.770.640.440.52
Growth & Yield
Revenue Growth4.7%4.7%7.5%5.4%—
EPS Growth-3.3%-3.3%6.7%35.5%—
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

-7.1%

fácil

EPS terminal req.

$354.93

Spread vs growth

3.9%

5Y implied EPS CAGR

-0.6%

fácil

EPS terminal req.

$429.47

Spread vs growth

-2.6%

10Y implied EPS CAGR

4.6%

fácil

EPS terminal req.

$691.66

Spread vs growth

-7.8%

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 +30.5%

Total return

+30.5%

Start / end P/E

6.9x → 9.0x

EPS bridge

458.00 → 443.05

Residual

-1.0%

EPS growth-3.3%
Multiple rerating+31.3%
Dividend+3.5%
Residual / FX / buybacks / cross-term-1.0%

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.