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9060.T$4060.00-2.52%
Fair $4060.00+0.0%

9060.T

Japan Logistic Systems Corp.

Industrials / TruckingTokyo

$4060.00

-105.00 (-2.52%)

Fairly Valued+0.0%Fair Value $4060.00Fund rank 27/100 · Data gapFallback financials|
SA 32/D
F-Score: 6/9
Low Profitability

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 32% · confianza 21%

FCF escenarios

weak_data · normalized FCF $934.9M · quality 38.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

6/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 3.0%, below the 5% threshold
Thesis & Journal · 9060.TLocal privado en este navegador · Japan Logistic Systems Corp.
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

$5.5B

P/E

7.2x

↓

EV/EBITDA

7.0x

↓

ROE

3.0%

↓

Gross Margin

7.3%

↓

Debt/Equity

1.49

↑
52-Week Range$4060
$3720$5200

TradingView lightweight chart

9060.T price, volumen y niveles de valoración

Último $4,060Periodo +19.4%
Fair value: $4,060

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

+4.3%

FCF CAGR

-5.6%

FCF margin

1.4%

FCF / Net income

2.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $66.00B · net income $461.2M · FCF $934.9M

2022-FY → 2025-FY

Gross margin

7.3%+1.0% pts

Operating margin

1.9%+0.1% pts

Net margin

0.7%-0.4% pts

FCF margin

1.4%-0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$66.00B$66.00B$62.97B$62.48B$58.10B
Net Income$461.2M$461.2M$499.6M$523.6M$632.8M
EBITDA$3.42B$3.42B$3.37B$3.20B$3.13B
EPS340.58340.58365.60382.64462.42
Gross Margin7.3%7.3%6.7%6.2%6.3%
Operating Margin1.9%1.9%1.6%1.7%1.8%
Net Margin0.7%0.7%0.8%0.8%1.1%
Balance Sheet
Debt/Equity1.491.491.561.731.75
Current Ratio0.880.88———
Cash Flow
Free Cash Flow$934.9M$934.9M$1.61B$-616.1M$1.11B
Returns
ROE3.0%3.0%3.4%3.8%5.0%
Valuation
P/E7.187.1810.718.797.15
EV/EBITDA7.057.057.307.657.33
P/B0.350.350.360.340.35
Growth & Yield
Revenue Growth4.8%4.8%0.8%7.5%—
EPS Growth-6.8%-6.8%-4.5%-17.3%—
Dividend Yield2.0%2.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$360.26

Spread vs growth

-8.7%

5Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$435.91

Spread vs growth

-11.9%

10Y implied EPS CAGR

7.5%

razonable

EPS terminal req.

$702.04

Spread vs growth

-14.3%

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 +9.1%

Total return

+9.1%

Start / end P/E

10.4x → 11.9x

EPS bridge

365.60 → 340.58

Residual

-1.0%

EPS growth-6.8%
Multiple rerating+15.0%
Dividend+2.0%
Residual / FX / buybacks / cross-term-1.0%

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.