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8117.T$1995.00+0.35%
Fair $1995.00+0.0%

8117.T

Central Automotive Products Ltd.

Consumer Cyclical / Auto PartsTokyo

$1995.00

+7.00 (+0.35%)

Fairly Valued+0.0%Fair Value $1995.00Fund rank 32/100 · Data gapFallback financials|
SA 49/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.2B · quality 61.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

49/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 8117.TLocal privado en este navegador · Central Automotive Products 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

$110.3B

P/E

11.4x

↓

EV/EBITDA

7.4x

↓

ROE

15.6%

↑

Gross Margin

44.3%

↑

Debt/Equity

N/A

•
52-Week Range$1995
$1694$2290

TradingView lightweight chart

8117.T price, volumen y niveles de valoración

Último $1,995Periodo +2342.9%
Fair value: $1,995

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

+10.6%

FCF CAGR

+7.0%

FCF margin

15.3%

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $41.56B · net income $8.68B · FCF $6.38B

2022-FY → 2025-FY

Gross margin

44.3%+3.5% pts

Operating margin

26.6%+5.4% pts

Net margin

20.9%+5.6% pts

FCF margin

15.3%-1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$41.56B$41.56B$39.33B$35.88B$30.69B
Net Income$8.68B$8.68B$7.92B$6.29B$4.69B
EBITDA$11.69B$11.69B$10.75B$8.94B$7.09B
EPS157.23157.23143.62114.2185.26
Gross Margin44.3%44.3%43.2%41.1%40.9%
Operating Margin26.6%26.6%25.8%23.3%21.1%
Net Margin20.9%20.9%20.1%17.5%15.3%
Balance Sheet
Current Ratio5.345.34———
Cash Flow
Free Cash Flow$6.38B$6.38B$6.17B$2.96B$5.20B
Returns
ROE15.6%15.6%15.9%15.0%12.7%
Valuation
P/E11.4311.4313.357.648.77
EV/EBITDA7.417.417.953.543.72
P/B1.981.982.121.151.12
Growth & Yield
Revenue Growth5.7%5.7%9.6%16.9%—
EPS Growth9.5%9.5%25.8%33.9%—
Dividend Yield3.3%3.3%———

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

4.0%

fácil

EPS terminal req.

$177.02

Spread vs growth

5.4%

5Y implied EPS CAGR

6.4%

razonable

EPS terminal req.

$214.20

Spread vs growth

3.1%

10Y implied EPS CAGR

8.2%

razonable

EPS terminal req.

$344.97

Spread vs growth

1.3%

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 +12.0%

Total return

+12.0%

Start / end P/E

12.8x → 12.7x

EPS bridge

143.62 → 157.23

Residual

-0.1%

EPS growth+9.5%
Multiple rerating-0.7%
Dividend+3.3%
Residual / FX / buybacks / cross-term-0.1%

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.