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8097.T$2088.00+2.50%
Fair $2088.00+0.0%

8097.T

San-Ai Obbli Co., Ltd.

Energy / Oil & Gas Refining & MarketingTokyo

$2088.00

+51.00 (+2.50%)

Fairly Valued+0.0%Fair Value $2088.00Fund rank 30/100 · Data gapFallback financials|
SA 50/C
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $12.6B · quality 52.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

50/100

C

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 · 8097.TLocal privado en este navegador · San-Ai Obbli 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

$129.2B

P/E

14.1x

↓

EV/EBITDA

4.7x

↓

ROE

7.6%

↑

Gross Margin

9.0%

↓

Debt/Equity

0.04

↓
52-Week Range$2088
$1700$2614

TradingView lightweight chart

8097.T price, volumen y niveles de valoración

Último $2,088Periodo +607.8%
Fair value: $2,088

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

+3.0%

FCF CAGR

—

FCF margin

-0.9%

FCF / Net income

-0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $654.40B · net income $8.66B · FCF $-5.83B

2022-FY → 2025-FY

Gross margin

9.0%+0.2% pts

Operating margin

1.8%-0.2% pts

Net margin

1.3%-0.1% pts

FCF margin

-0.9%-1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$654.40B$654.40B$659.59B$647.83B$598.73B
Net Income$8.66B$8.66B$11.22B$10.90B$8.31B
EBITDA$20.07B$20.07B$23.22B$22.51B$18.50B
EPS138.89138.89171.15160.20120.66
Gross Margin9.0%9.0%9.5%9.0%8.8%
Operating Margin1.8%1.8%2.6%2.3%2.0%
Net Margin1.3%1.3%1.7%1.7%1.4%
Balance Sheet
Debt/Equity0.040.040.040.060.07
Current Ratio1.381.38———
Cash Flow
Free Cash Flow$-5.83B$-5.83B$18.87B$12.60B$4.62B
Returns
ROE7.6%7.6%9.5%9.8%7.8%
Valuation
P/E14.1414.1411.988.248.03
EV/EBITDA4.674.673.672.211.96
P/B1.151.151.140.800.62
Growth & Yield
Revenue Growth-0.8%-0.8%1.8%8.2%—
EPS Growth-18.8%-18.8%6.8%32.8%—
Dividend Yield4.8%4.8%———

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

10.1%

razonable

EPS terminal req.

$185.28

Spread vs growth

-28.9%

5Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$224.18

Spread vs growth

-28.9%

10Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$361.05

Spread vs growth

-28.9%

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 +26.1%

Total return

+26.1%

Start / end P/E

10.1x → 15.0x

EPS bridge

171.15 → 138.89

Residual

-9.3%

EPS growth-18.8%
Multiple rerating+49.5%
Dividend+4.8%
Residual / FX / buybacks / cross-term-9.3%

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.