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9003.T$2356.50-0.21%
Fair $2356.50+0.0%

9003.T

Sotetsu Holdings, Inc.

Industrials / ConglomeratesTokyo

$2356.50

-5.00 (-0.21%)

Fairly Valued+0.0%Fair Value $2356.50Fund rank 18/100 · Data gapFallback financials|
SA 32/D
F-Score: 7/9
High Debt

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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $-6.1B · quality 22.7/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

32/100

D

Piotroski

7/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 2.38, above the 2.0 threshold
Thesis & Journal · 9003.TLocal privado en este navegador · Sotetsu Holdings, 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

$226.2B

P/E

9.1x

↓

EV/EBITDA

11.1x

↑

ROE

12.3%

↑

Gross Margin

37.1%

↑

Debt/Equity

2.38

↑
52-Week Range$2357
$2127$3167

TradingView lightweight chart

9003.T price, volumen y niveles de valoración

Último $2,357Periodo +68.3%
Fair value: $2,357

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

+10.5%

FCF CAGR

—

FCF margin

-2.1%

FCF / Net income

-0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $292.18B · net income $22.41B · FCF $-6.14B

2022-FY → 2025-FY

Gross margin

37.1%+11.2% pts

Operating margin

12.9%+11.1% pts

Net margin

7.7%+6.8% pts

FCF margin

-2.1%+8.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$292.18B$292.18B$270.04B$249.67B$216.68B
Net Income$22.41B$22.41B$16.08B$6.98B$1.85B
EBITDA$58.58B$58.58B$51.79B$37.03B$28.16B
EPS——164.1371.2518.94
Gross Margin37.1%37.1%35.0%29.6%25.9%
Operating Margin12.9%12.9%10.7%5.7%1.8%
Net Margin7.7%7.7%6.0%2.8%0.9%
Balance Sheet
Debt/Equity2.382.382.532.562.63
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$-6.14B$-6.14B$-37.71B$4.39B$-23.32B
Returns
ROE12.3%12.3%9.8%4.8%1.3%
Valuation
P/E9.119.1116.6432.10117.48
EV/EBITDA11.0611.0612.8715.5919.98
P/B1.271.271.631.541.56
Growth & Yield
Revenue Growth8.2%8.2%8.2%15.2%—
EPS Growth——130.4%276.2%—
Dividend Yield3.0%3.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +13.2%

Total return

+13.2%

Start / end P/E

n/dx → n/dx

EPS bridge

164.13 → n/d

Residual

+10.2%

EPS growthn/d
Multiple reratingn/d
Dividend+3.0%
Residual / FX / buybacks / cross-term+10.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.