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8705.T$229.00+1.33%
Fair $229.00+0.0%

8705.T

Nissan Securities Group Co., Ltd.

Financial Services / Capital MarketsTokyo

$229.00

+3.00 (+1.33%)

Fairly Valued+0.0%Fair Value $229.00Fund rank 23/100 · Data gapFallback financials|
SA 36/D
F-Score: 1/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 14.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

36/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. ROE is 2.9%, below the 5% threshold
Thesis & Journal · 8705.TLocal privado en este navegador · Nissan Securities Group 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

$11.3B

P/E

33.3x

↑

EV/EBITDA

17.9x

↑

ROE

2.9%

↓

Gross Margin

99.2%

↑

Debt/Equity

0.47

↑
52-Week Range$229
$160$313

TradingView lightweight chart

8705.T price, volumen y niveles de valoración

Último $229.00Periodo -57.2%
Fair value: $229.00

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

+0.8%

FCF CAGR

—

FCF margin

-55.2%

FCF / Net income

-11.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.37B · net income $351.2M · FCF $-4.07B

2022-FY → 2025-FY

Gross margin

99.2%-0.2% pts

Operating margin

8.2%+11.2% pts

Net margin

4.8%-2.7% pts

FCF margin

-55.2%+26.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.37B$7.37B$7.74B$6.61B$7.20B
Net Income$351.2M$351.2M$553.2M$258.5M$535.8M
EBITDA$735.5M$735.5M$1.08B$623.7M$790.2M
EPS6.596.599.734.479.18
Gross Margin99.2%99.2%99.4%99.3%99.4%
Operating Margin8.2%8.2%10.2%3.8%-3.0%
Net Margin4.8%4.8%7.1%3.9%7.4%
Balance Sheet
Debt/Equity0.470.470.220.380.34
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$-4.07B$-4.07B$5.77B$-602.7M$-5.89B
Returns
ROE2.9%2.9%3.9%2.1%4.2%
Valuation
P/E33.3333.3323.8535.7914.49
EV/EBITDA17.9317.937.6717.0210.91
P/B1.021.020.920.760.60
Growth & Yield
Revenue Growth-4.8%-4.8%17.2%-8.2%—
EPS Growth-32.3%-32.3%117.7%-51.3%—
Dividend Yield10.6%10.6%———

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

45.6%

muy exigente

EPS terminal req.

$20.32

Spread vs growth

-77.8%

5Y implied EPS CAGR

30.1%

muy exigente

EPS terminal req.

$24.59

Spread vs growth

-62.4%

10Y implied EPS CAGR

19.6%

exigente

EPS terminal req.

$39.60

Spread vs growth

-51.9%

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 +43.0%

Total return

+43.0%

Start / end P/E

17.8x → 34.7x

EPS bridge

9.73 → 6.59

Residual

-30.8%

EPS growth-32.3%
Multiple rerating+95.4%
Dividend+10.6%
Residual / FX / buybacks / cross-term-30.8%

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.