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9010.T$1991.00-2.30%
Fair $1991.00+0.0%

9010.T

Fuji Kyuko Co., Ltd.

Industrials / ConglomeratesTokyo

$1991.00

-47.00 (-2.30%)

Fairly Valued+0.0%Fair Value $1991.00Fund rank 33/100 · Data gapFallback financials|
SA 36/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.1B · quality 60.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

36/100

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: 0unknown: 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.
Thesis & Journal · 9010.TLocal privado en este navegador · Fuji Kyuko 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

$105.7B

P/E

3.0x

↓

EV/EBITDA

10.2x

↑

ROE

14.3%

↑

Gross Margin

18.6%

↓

Debt/Equity

1.37

↑
52-Week Range$1991
$1908$2704

TradingView lightweight chart

9010.T price, volumen y niveles de valoración

Último $1,998Periodo +179.1%
Fair value: $1,991

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

+14.2%

FCF CAGR

+30.3%

FCF margin

7.9%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $52.23B · net income $5.11B · FCF $4.13B

2022-FY → 2025-FY

Gross margin

18.6%+12.8% pts

Operating margin

15.9%+13.7% pts

Net margin

9.8%+8.7% pts

FCF margin

7.9%+2.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$52.23B$52.23B$50.70B$42.92B$35.08B
Net Income$5.11B$5.11B$4.57B$2.32B$376.4M
EBITDA$13.57B$13.57B$12.67B$9.62B$7.18B
EPS96.1996.1986.1043.677.09
Gross Margin18.6%18.6%19.0%12.9%5.8%
Operating Margin15.9%15.9%16.1%9.9%2.2%
Net Margin9.8%9.8%9.0%5.4%1.1%
Balance Sheet
Debt/Equity1.371.371.702.342.61
Current Ratio1.601.60———
Cash Flow
Free Cash Flow$4.13B$4.13B$6.90B$3.83B$1.87B
Returns
ROE14.3%14.3%14.6%9.0%1.6%
Valuation
P/E2.962.9643.21107.51535.26
EV/EBITDA10.1510.1518.3730.2234.28
P/B2.962.966.309.638.49
Growth & Yield
Revenue Growth3.0%3.0%18.1%22.3%—
EPS Growth11.7%11.7%97.2%515.9%—
Dividend Yield1.7%1.7%———

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

22.5%

exigente

EPS terminal req.

$176.67

Spread vs growth

-10.7%

5Y implied EPS CAGR

17.3%

exigente

EPS terminal req.

$213.77

Spread vs growth

-5.6%

10Y implied EPS CAGR

13.6%

razonable

EPS terminal req.

$344.28

Spread vs growth

-1.9%

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 -0.2%

Total return

-0.2%

Start / end P/E

23.6x → 20.8x

EPS bridge

86.10 → 96.19

Residual

-1.4%

EPS growth+11.7%
Multiple rerating-12.2%
Dividend+1.7%
Residual / FX / buybacks / cross-term-1.4%

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.