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9130.T$1331.00-2.28%
Fair $1331.00+0.0%

9130.T

Kyoei Tanker Co., Ltd.

Industrials / Marine ShippingTokyo

$1331.00

-31.00 (-2.28%)

Fairly Valued+0.0%Fair Value $1331.00Fund rank 26/100 · Data gapFallback financials|
SA 50/C
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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $2.8B · quality 37.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

50/100

C

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 · 9130.TLocal privado en este navegador · Kyoei Tanker 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

$10.2B

P/E

15.9x

↓

EV/EBITDA

3.8x

↓

ROE

20.4%

↑

Gross Margin

16.5%

↓

Debt/Equity

1.82

↑
52-Week Range$1331
$960$3025

TradingView lightweight chart

9130.T price, volumen y niveles de valoración

Último $1,331Periodo +161.0%
Fair value: $1,331

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

+7.7%

FCF CAGR

—

FCF margin

-9.1%

FCF / Net income

-0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.16B · net income $5.11B · FCF $-1.38B

2022-FY → 2025-FY

Gross margin

16.5%+6.1% pts

Operating margin

9.1%+5.6% pts

Net margin

33.7%+26.4% pts

FCF margin

-9.1%+19.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.16B$15.16B$14.18B$14.27B$12.14B
Net Income$5.11B$5.11B$146.6M$876.0M$882.8M
EBITDA$12.41B$12.41B$5.79B$7.28B$7.11B
EPS668.40668.4019.17114.55115.44
Gross Margin16.5%16.5%5.9%11.3%10.4%
Operating Margin9.1%9.1%-0.9%4.8%3.5%
Net Margin33.7%33.7%1.0%6.1%7.3%
Balance Sheet
Debt/Equity1.821.822.312.683.53
Current Ratio0.590.59———
Cash Flow
Free Cash Flow$-1.38B$-1.38B$2.79B$3.22B$-3.48B
Returns
ROE20.4%20.4%0.8%4.9%5.8%
Valuation
P/E15.9215.9253.897.799.25
EV/EBITDA3.833.838.326.938.03
P/B0.410.410.410.380.54
Growth & Yield
Revenue Growth6.9%6.9%-0.7%17.5%—
EPS Growth3386.7%3386.7%-83.3%-0.8%—
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%

3Y implied EPS CAGR

-43.9%

fácil

EPS terminal req.

$118.10

Spread vs growth

3430.6%

5Y implied EPS CAGR

-26.5%

fácil

EPS terminal req.

$142.91

Spread vs growth

3413.2%

10Y implied EPS CAGR

-10.1%

fácil

EPS terminal req.

$230.15

Spread vs growth

3396.8%

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 +41.2%

Total return

+41.2%

Start / end P/E

50.2x → 2.0x

EPS bridge

19.17 → 668.40

Residual

-3252.4%

EPS growth+3386.7%
Multiple rerating-96.0%
Dividend+3.0%
Residual / FX / buybacks / cross-term-3252.4%

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.