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8708.T$1403.00-1.06%
Fair $1403.00+0.0%

8708.T

Aizawa Securities Group Co., Ltd.

Financial Services / Capital MarketsTokyo

$1403.00

-15.00 (-1.06%)

Fairly Valued+0.0%Fair Value $1403.00Fund rank 26/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9

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 21.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

44/100

C

Piotroski

5/9

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 · 8708.TLocal privado en este navegador · Aizawa 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

$43.7B

P/E

15.9x

↑

EV/EBITDA

10.9x

↓

ROE

7.1%

↑

Gross Margin

97.3%

↑

Debt/Equity

0.56

↑
52-Week Range$1403
$1200$1646

TradingView lightweight chart

8708.T price, volumen y niveles de valoración

Último $1,403Periodo +2.8%
Fair value: $1,403

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

+8.7%

FCF CAGR

—

FCF margin

-30.3%

FCF / Net income

-1.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.59B · net income $3.17B · FCF $-6.25B

2022-FY → 2025-FY

Gross margin

97.3%-0.1% pts

Operating margin

9.2%+12.5% pts

Net margin

15.4%-2.7% pts

FCF margin

-30.3%-3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.59B$20.59B$18.98B$12.75B$16.05B
Net Income$3.17B$3.17B$2.98B$-2.38B$2.90B
EBITDA$5.06B$5.06B$4.65B$-1.41B$5.24B
EPS100.20100.2079.39-62.0373.85
Gross Margin97.3%97.3%95.9%95.7%97.3%
Operating Margin9.2%9.2%6.1%-21.8%-3.3%
Net Margin15.4%15.4%15.7%-18.6%18.1%
Balance Sheet
Debt/Equity0.560.560.340.250.14
Current Ratio1.151.15———
Cash Flow
Free Cash Flow$-6.25B$-6.25B$8.22B$-9.73B$-4.27B
Returns
ROE7.1%7.1%5.3%-4.7%5.2%
Valuation
P/E15.8615.8614.62—9.52
EV/EBITDA10.8810.888.26—3.14
P/B1.001.000.780.520.50
Growth & Yield
Revenue Growth8.5%8.5%48.8%-20.5%—
EPS Growth26.2%26.2%228.0%-184.0%—
Dividend Yield4.8%4.8%———

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

7.5%

razonable

EPS terminal req.

$124.49

Spread vs growth

18.7%

5Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$150.64

Spread vs growth

17.7%

10Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$242.60

Spread vs growth

17.0%

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 +18.5%

Total return

+18.5%

Start / end P/E

15.5x → 14.0x

EPS bridge

79.39 → 100.20

Residual

-2.6%

EPS growth+26.2%
Multiple rerating-9.9%
Dividend+4.8%
Residual / FX / buybacks / cross-term-2.6%

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.