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9082.T$1250.00-1.18%
Fair $1250.00+0.0%

9082.T

Daiwa Motor Transportation Co., Ltd.

Consumer Cyclical / Auto & Truck DealershipsTokyo

$1250.00

-15.00 (-1.18%)

Fairly Valued+0.0%Fair Value $1250.00Fund rank 32/100 · Data gapFallback financials|
SA 30/D
F-Score: 8/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $561.0M · quality 57.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

30/100

D

Piotroski

8/9

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 1.4%, below the 5% threshold
Thesis & Journal · 9082.TLocal privado en este navegador · Daiwa Motor Transportation 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

$5.6B

P/E

18.3x

↑

EV/EBITDA

11.4x

↑

ROE

1.4%

↓

Gross Margin

9.1%

↓

Debt/Equity

1.60

↑
52-Week Range$1250
$803$2885

TradingView lightweight chart

9082.T price, volumen y niveles de valoración

Último $1,261Periodo +187.9%
Fair value: $1,250

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

+7.6%

FCF CAGR

-22.9%

FCF margin

2.9%

FCF / Net income

4.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.04B · net income $132.0M · FCF $549.0M

2022-FY → 2025-FY

Gross margin

9.1%+5.9% pts

Operating margin

-0.1%+8.0% pts

Net margin

0.7%-11.2% pts

FCF margin

2.9%-5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.04B$19.04B$18.38B$17.80B$15.27B
Net Income$132.0M$132.0M$-453.0M$177.0M$1.82B
EBITDA$1.33B$1.33B$731.0M$1.13B$3.77B
EPS29.6029.60-103.5641.50425.97
Gross Margin9.1%9.1%8.1%9.7%3.2%
Operating Margin-0.1%-0.1%-2.0%0.5%-8.1%
Net Margin0.7%0.7%-2.5%1.0%11.9%
Balance Sheet
Debt/Equity1.601.601.621.431.56
Current Ratio0.800.80———
Cash Flow
Free Cash Flow$549.0M$549.0M$684.0M$561.0M$1.20B
Returns
ROE1.4%1.4%-4.9%1.9%19.7%
Valuation
P/E18.3218.32—19.761.85
EV/EBITDA11.3811.3818.248.802.43
P/B0.600.600.470.370.36
Growth & Yield
Revenue Growth3.6%3.6%3.3%16.5%—
EPS Growth128.6%128.6%-349.5%-90.3%—
Dividend Yield0.8%0.8%———

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

55.3%

muy exigente

EPS terminal req.

$110.92

Spread vs growth

73.3%

5Y implied EPS CAGR

35.3%

muy exigente

EPS terminal req.

$134.21

Spread vs growth

93.3%

10Y implied EPS CAGR

22.0%

exigente

EPS terminal req.

$216.15

Spread vs growth

106.6%

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 +53.5%

Total return

+53.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-103.56 → 29.60

Residual

+52.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.8%
Residual / FX / buybacks / cross-term+52.7%

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.