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v0.1
8935.T$1787.00-4.28%
Fair $1787.00+0.0%

8935.T

FJ Next Holdings Co., Ltd.

Real Estate / Real Estate - DiversifiedTokyo

$1787.00

-80.00 (-4.28%)

Fairly Valued+0.0%Fair Value $1787.00Fund rank 26/100 · Data gapFallback financials|
SA 63/B
F-Score: 3/9
Margin Compression

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 37.0/100

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

63/100

B

Piotroski

3/9

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Operating margin has declined for 3 consecutive years
Thesis & Journal · 8935.TLocal privado en este navegador · FJ Next 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

$58.5B

P/E

5.8x

↓

EV/EBITDA

5.3x

↓

ROE

8.9%

↑

Gross Margin

18.4%

↓

Debt/Equity

0.25

↓
52-Week Range$1787
$1152$1948

TradingView lightweight chart

8935.T price, volumen y niveles de valoración

Último $1,787Periodo +215.2%
Fair value: $1,787

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

+11.0%

FCF CAGR

—

FCF margin

-12.4%

FCF / Net income

-2.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $112.43B · net income $6.48B · FCF $-13.98B

2022-FY → 2025-FY

Gross margin

18.4%-5.6% pts

Operating margin

8.4%-2.6% pts

Net margin

5.8%-1.9% pts

FCF margin

-12.4%-39.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$112.43B$112.43B$100.41B$84.69B$82.26B
Net Income$6.48B$6.48B$6.45B$5.62B$6.34B
EBITDA$9.89B$9.89B$9.80B$8.66B$9.58B
EPS198.11198.11197.31171.97193.93
Gross Margin18.4%18.4%20.1%22.3%24.0%
Operating Margin8.4%8.4%9.4%9.7%11.1%
Net Margin5.8%5.8%6.4%6.6%7.7%
Balance Sheet
Debt/Equity0.250.250.190.210.21
Current Ratio6.056.05———
Cash Flow
Free Cash Flow$-13.98B$-13.98B$4.62B$-4.57B$22.12B
Returns
ROE8.9%8.9%9.5%8.9%10.8%
Valuation
P/E5.845.846.735.705.12
EV/EBITDA5.285.282.201.530.99
P/B0.800.800.640.510.55
Growth & Yield
Revenue Growth12.0%12.0%18.6%3.0%—
EPS Growth0.4%0.4%14.7%-11.3%—
Dividend Yield4.5%4.5%———

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

-7.2%

fácil

EPS terminal req.

$158.57

Spread vs growth

7.6%

5Y implied EPS CAGR

-0.6%

fácil

EPS terminal req.

$191.87

Spread vs growth

1.0%

10Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$309.00

Spread vs growth

-4.1%

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 +53.0%

Total return

+53.0%

Start / end P/E

6.1x → 9.0x

EPS bridge

197.31 → 198.11

Residual

+0.2%

EPS growth+0.4%
Multiple rerating+47.9%
Dividend+4.5%
Residual / FX / buybacks / cross-term+0.2%

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.