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8123.T$1315.00+0.00%
Fair $1315.00+0.0%

8123.T

T.Kawabe & Co., Ltd.

Consumer Cyclical / Textile ManufacturingTokyo

$1315.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1315.00Fund rank 28/100 · Data gapFallback financials|
SA 56/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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $159.5M · quality 47.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

56/100

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 · 8123.TLocal privado en este navegador · T.Kawabe & 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

$2.4B

P/E

12.8x

↓

EV/EBITDA

5.4x

↓

ROE

5.8%

↑

Gross Margin

41.2%

↑

Debt/Equity

0.32

↓
52-Week Range$1315
$1238$1550

TradingView lightweight chart

8123.T price, volumen y niveles de valoración

Último $1,315Periodo -34.3%
Fair value: $1,315

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

+5.8%

FCF CAGR

—

FCF margin

1.2%

FCF / Net income

0.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.77B · net income $411.8M · FCF $159.5M

2022-FY → 2025-FY

Gross margin

41.2%+5.0% pts

Operating margin

2.4%+4.4% pts

Net margin

3.2%+6.6% pts

FCF margin

1.2%+4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.77B$12.77B$13.07B$12.55B$10.79B
Net Income$411.8M$411.8M$267.0M$124.5M$-366.0M
EBITDA$615.2M$615.2M$548.8M$451.8M$64.7M
EPS225.64225.64146.2568.19-200.45
Gross Margin41.2%41.2%38.9%36.0%36.2%
Operating Margin2.4%2.4%1.9%1.0%-2.0%
Net Margin3.2%3.2%2.0%1.0%-3.4%
Balance Sheet
Debt/Equity0.320.320.360.400.55
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$159.5M$159.5M$144.1M$772.7M$-320.4M
Returns
ROE5.8%5.8%3.9%1.9%-6.0%
Valuation
P/E12.8412.849.8113.95—
EV/EBITDA5.395.396.606.0655.17
P/B0.340.340.380.270.25
Growth & Yield
Revenue Growth-2.3%-2.3%4.1%16.4%—
EPS Growth54.3%54.3%114.5%134.0%—
Dividend Yield3.8%3.8%———

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

-19.7%

fácil

EPS terminal req.

$116.68

Spread vs growth

74.0%

5Y implied EPS CAGR

-9.0%

fácil

EPS terminal req.

$141.19

Spread vs growth

63.2%

10Y implied EPS CAGR

0.1%

fácil

EPS terminal req.

$227.38

Spread vs growth

54.2%

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 +5.8%

Total return

+5.8%

Start / end P/E

8.8x → 5.8x

EPS bridge

146.25 → 225.64

Residual

-18.4%

EPS growth+54.3%
Multiple rerating-33.9%
Dividend+3.8%
Residual / FX / buybacks / cross-term-18.4%

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.