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8966.T$132300.00-0.90%
Fair $132300.00+0.0%

8966.T

Heiwa Real Estate REIT, Inc.

Real Estate / REIT - DiversifiedTokyo

$132300.00

-1200.00 (-0.90%)

Fairly Valued+0.0%Fair Value $132300.00Fund rank 23/100 · Data gapFallback financials|
SA 37/D
F-Score: 7/9

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 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 26.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

37/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 0unknown: 5
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.
Thesis & Journal · 8966.TLocal privado en este navegador · Heiwa Real Estate REIT, Inc.
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

$165.6B

P/E

16.0x

↑

EV/EBITDA

20.6x

↑

ROE

7.6%

↑

Gross Margin

65.5%

↑

Debt/Equity

0.96

↑
52-Week Range$132300
$127100$164100

TradingView lightweight chart

8966.T price, volumen y niveles de valoración

Último $132,300Periodo -13.1%
Fair value: $132,300

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-45.8%

FCF / Net income

-0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.86B · net income $10.09B · FCF $-9.55B

2021-FY → 2025-FY

Gross margin

65.5%— pts

Operating margin

55.3%— pts

Net margin

48.4%— pts

FCF margin

-45.8%— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$20.86B$20.86B$17.78B$16.71B$15.16B—
Net Income$10.09B$10.09B$8.04B$7.55B$6.76B—
EBITDA$13.57B$13.57B$11.09B$10.38B$9.42B—
EPS8245.408245.406855.266670.00—5729.78
Gross Margin65.5%65.5%62.7%62.3%61.9%—
Operating Margin55.3%55.3%51.6%50.9%50.3%—
Net Margin48.4%48.4%45.2%45.2%44.6%—
Balance Sheet
Debt/Equity0.960.960.910.95—0.87
Current Ratio1.011.01————
Cash Flow
Free Cash Flow$-9.55B$-9.55B$-1.24B$-7.98B$-12.11B—
Returns
ROE7.6%7.6%6.4%6.4%——
Valuation
P/E16.0416.0416.9120.34—26.53
EV/EBITDA20.6120.6121.7124.39——
P/B1.241.241.111.30—1.50
Growth & Yield
Revenue Growth17.3%17.3%6.4%10.2%——
EPS Growth20.3%20.3%2.8%———
Dividend Yield5.9%5.9%————

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

12.5%

razonable

EPS terminal req.

$11739.42

Spread vs growth

7.8%

5Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$14204.70

Spread vs growth

8.8%

10Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$22876.81

Spread vs growth

9.5%

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 +9.2%

Total return

+9.2%

Start / end P/E

18.7x → 16.0x

EPS bridge

6855.26 → 8245.40

Residual

-2.9%

EPS growth+20.3%
Multiple rerating-14.1%
Dividend+5.9%
Residual / FX / buybacks / cross-term-2.9%

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.