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9081.T$3270.00-0.91%
Fair $3270.00+0.0%

9081.T

Kanagawa Chuo Kotsu Co., Ltd.

Industrials / RailroadsTokyo

$3270.00

-30.00 (-0.91%)

Fairly Valued+0.0%Fair Value $3270.00Fund rank 35/100 · Data gapFallback financials|
SA 37/D
F-Score: 6/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $8.4B · quality 68.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

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: 0unknown: 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.
Thesis & Journal · 9081.TLocal privado en este navegador · Kanagawa Chuo Kotsu 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

$40.1B

P/E

12.7x

↓

EV/EBITDA

7.8x

↓

ROE

8.8%

↑

Gross Margin

18.3%

↓

Debt/Equity

1.07

↑
52-Week Range$3270
$3210$3900

TradingView lightweight chart

9081.T price, volumen y niveles de valoración

Último $3,270Periodo +27.0%
Fair value: $3,270

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

+6.5%

FCF CAGR

-10.5%

FCF margin

7.1%

FCF / Net income

1.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $118.15B · net income $5.08B · FCF $8.43B

2022-FY → 2025-FY

Gross margin

18.3%+4.1% pts

Operating margin

6.3%+5.2% pts

Net margin

4.3%+2.4% pts

FCF margin

7.1%-4.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$118.15B$118.15B$117.07B$103.86B$97.78B
Net Income$5.08B$5.08B$3.26B$1.15B$1.84B
EBITDA$12.56B$12.56B$10.65B$9.14B$9.81B
EPS414.28414.28265.8893.65149.79
Gross Margin18.3%18.3%18.2%17.3%14.2%
Operating Margin6.3%6.3%6.4%4.2%1.0%
Net Margin4.3%4.3%2.8%1.1%1.9%
Balance Sheet
Debt/Equity1.071.071.031.231.18
Current Ratio0.650.65———
Cash Flow
Free Cash Flow$8.43B$8.43B$9.67B$4.89B$11.75B
Returns
ROE8.8%8.8%6.0%2.4%3.8%
Valuation
P/E12.7412.7411.8534.3322.20
EV/EBITDA7.787.788.6010.489.67
P/B0.700.700.710.820.84
Growth & Yield
Revenue Growth0.9%0.9%12.7%6.2%—
EPS Growth55.8%55.8%183.9%-37.5%—
Dividend Yield2.7%2.7%———

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

-11.2%

fácil

EPS terminal req.

$290.16

Spread vs growth

67.0%

5Y implied EPS CAGR

-3.3%

fácil

EPS terminal req.

$351.09

Spread vs growth

59.1%

10Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$565.44

Spread vs growth

52.7%

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 -6.9%

Total return

-6.9%

Start / end P/E

13.6x → 7.9x

EPS bridge

265.88 → 414.28

Residual

-23.5%

EPS growth+55.8%
Multiple rerating-42.0%
Dividend+2.7%
Residual / FX / buybacks / cross-term-23.5%

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.