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9173.T$2997.00+0.23%
Fair $2997.00+0.0%

9173.T

Tokai Kisen Co., Ltd.

Industrials / Marine ShippingTokyo

$2997.00

+7.00 (+0.23%)

Fairly Valued+0.0%Fair Value $2997.00Fund rank 29/100 · Data gapFallback financials|
SA 33/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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $312.2M · quality 46.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

33/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 9173.TLocal privado en este navegador · Tokai Kisen 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

$6.6B

P/E

17.9x

↑

EV/EBITDA

6.6x

↓

ROE

7.0%

↑

Gross Margin

14.0%

↓

Debt/Equity

1.95

↑
52-Week Range$2997
$2905$3350

TradingView lightweight chart

9173.T price, volumen y niveles de valoración

Último $2,997Periodo -4.9%
Fair value: $2,997

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

+0.9%

FCF CAGR

-40.8%

FCF margin

2.2%

FCF / Net income

0.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.29B · net income $368.1M · FCF $312.2M

2022-FY → 2025-FY

Gross margin

14.0%+0.3% pts

Operating margin

3.7%+0.4% pts

Net margin

2.6%+1.3% pts

FCF margin

2.2%-8.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.29B$14.29B$14.60B$13.18B$13.93B
Net Income$368.1M$368.1M$293.6M$-580.6M$180.8M
EBITDA$1.95B$1.95B$1.99B$832.3M$1.76B
EPS——133.80-264.5682.36
Gross Margin14.0%14.0%13.8%5.7%13.7%
Operating Margin3.7%3.7%4.0%-4.8%3.2%
Net Margin2.6%2.6%2.0%-4.4%1.3%
Balance Sheet
Debt/Equity1.951.952.492.922.78
Current Ratio1.291.29———
Cash Flow
Free Cash Flow$312.2M$312.2M$1.42B$7.9M$1.51B
Returns
ROE7.0%7.0%6.2%-13.2%3.7%
Valuation
P/E17.8717.8720.96—28.84
EV/EBITDA6.636.636.5116.747.92
P/B1.251.251.291.251.07
Growth & Yield
Revenue Growth-2.2%-2.2%10.8%-5.4%—
EPS Growth——150.6%-421.2%—
Dividend Yield0.3%0.3%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +0.3%

Total return

+0.3%

Start / end P/E

n/dx → n/dx

EPS bridge

133.80 → n/d

Residual

-0.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.3%
Residual / FX / buybacks / cross-term-0.0%

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.