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8706.T$1533.00-0.39%
Fair $1533.00+0.0%

8706.T

Kyokuto Securities Co., Ltd.

Financial Services / Capital MarketsTokyo

$1533.00

-6.00 (-0.39%)

Fairly Valued+0.0%Fair Value $1533.00Fund rank 25/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9

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 25.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

40/100

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 8706.TLocal privado en este navegador · Kyokuto Securities 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

$48.3B

P/E

10.2x

↓

EV/EBITDA

N/A

•

ROE

8.6%

↑

Gross Margin

N/A

•

Debt/Equity

0.23

↓
52-Week Range$1533
$1392$1902

TradingView lightweight chart

8706.T price, volumen y niveles de valoración

Último $1,533Periodo +72.1%
Fair value: $1,533

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

+13.7%

FCF CAGR

—

FCF margin

-34.8%

FCF / Net income

-0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.87B · net income $4.45B · FCF $-4.14B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

37.5%+11.2% pts

FCF margin

-34.8%-19.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.87B$11.87B$10.72B$6.17B$8.07B
Net Income$4.45B$4.45B$4.34B$1.17B$2.12B
EPS139.38139.38136.0836.6366.38
Net Margin37.5%37.5%40.5%18.9%26.2%
Balance Sheet
Debt/Equity0.230.230.190.250.22
Current Ratio1.981.98———
Cash Flow
Free Cash Flow$-4.14B$-4.14B$-26.0M$29.0M$-1.22B
Returns
ROE8.6%8.6%8.1%2.5%4.6%
Valuation
P/E10.2010.2010.4616.1110.62
P/B0.950.950.850.400.49
Growth & Yield
Revenue Growth10.8%10.8%73.7%-23.5%—
EPS Growth2.4%2.4%271.5%-44.8%—
Dividend Yield7.1%7.1%———

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

-0.8%

fácil

EPS terminal req.

$136.03

Spread vs growth

3.2%

5Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$164.59

Spread vs growth

-1.0%

10Y implied EPS CAGR

6.6%

razonable

EPS terminal req.

$265.08

Spread vs growth

-4.2%

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 +15.6%

Total return

+15.6%

Start / end P/E

10.4x → 11.0x

EPS bridge

136.08 → 139.38

Residual

+0.1%

EPS growth+2.4%
Multiple rerating+5.9%
Dividend+7.1%
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.