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8131.T$1722.00-2.16%
Fair $1722.00+0.0%

8131.T

Mitsuuroko Group Holdings Co.,Ltd.

Energy / Oil & Gas Refining & MarketingTokyo

$1722.00

-38.00 (-2.16%)

Fairly Valued+0.0%Fair Value $1722.00Fund rank 32/100 · Data gapFallback financials|
SA 51/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.6B · 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 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

51/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 8131.TLocal privado en este navegador · Mitsuuroko Group Holdings 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

$94.1B

P/E

10.5x

↓

EV/EBITDA

4.2x

↓

ROE

10.7%

↑

Gross Margin

12.5%

↓

Debt/Equity

0.27

↓
52-Week Range$1722
$1700$2540

TradingView lightweight chart

8131.T price, volumen y niveles de valoración

Último $1,722Periodo +186.5%
Fair value: $1,722

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

+10.8%

FCF CAGR

+115.3%

FCF margin

3.8%

FCF / Net income

1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $339.66B · net income $10.52B · FCF $12.94B

2022-FY → 2025-FY

Gross margin

12.5%+1.0% pts

Operating margin

2.6%+2.3% pts

Net margin

3.1%+2.3% pts

FCF margin

3.8%+3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$339.66B$339.66B$309.08B$323.70B$250.03B
Net Income$10.52B$10.52B$9.11B$7.79B$1.91B
EBITDA$19.89B$19.89B$18.22B$16.66B$6.76B
EPS182.05182.05560.61130.0631.26
Gross Margin12.5%12.5%14.6%13.1%11.5%
Operating Margin2.6%2.6%4.0%3.8%0.3%
Net Margin3.1%3.1%2.9%2.4%0.8%
Balance Sheet
Debt/Equity0.270.270.290.280.20
Current Ratio1.891.89———
Cash Flow
Free Cash Flow$12.94B$12.94B$2.22B$5.59B$1.30B
Returns
ROE10.7%10.7%9.1%8.4%2.2%
Valuation
P/E10.4610.462.459.6032.18
EV/EBITDA4.224.224.184.118.48
P/B1.011.010.810.800.70
Growth & Yield
Revenue Growth9.9%9.9%-4.5%29.5%—
EPS Growth-67.5%-67.5%331.0%316.1%—
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

-5.7%

fácil

EPS terminal req.

$152.80

Spread vs growth

-61.9%

5Y implied EPS CAGR

0.3%

fácil

EPS terminal req.

$184.89

Spread vs growth

-67.8%

10Y implied EPS CAGR

5.0%

razonable

EPS terminal req.

$297.76

Spread vs growth

-72.6%

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 -7.4%

Total return

-7.4%

Start / end P/E

3.5x → 9.5x

EPS bridge

560.61 → 182.05

Residual

-117.0%

EPS growth-67.5%
Multiple rerating+173.3%
Dividend+3.8%
Residual / FX / buybacks / cross-term-117.0%

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.