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9247.T$1647.00-3.97%
Fair $1647.00+0.0%

9247.T

TRE Holdings Corporation

Industrials / Waste ManagementTokyo

$1647.00

-68.00 (-3.97%)

Fairly Valued+0.0%Fair Value $1647.00Fund rank 36/100 · Data gapFallback financials|
SA 65/B
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $12.2B · quality 73.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

65/100

B

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 9247.TLocal privado en este navegador · TRE Holdings Corporation
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

$77.4B

P/E

5.4x

↓

EV/EBITDA

4.0x

↓

ROE

16.8%

↑

Gross Margin

30.5%

↑

Debt/Equity

0.83

↑
52-Week Range$1647
$1291$1864

TradingView lightweight chart

9247.T price, volumen y niveles de valoración

Último $1,647Periodo +1.7%
Fair value: $1,647

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

+20.3%

FCF CAGR

+21.7%

FCF margin

16.7%

FCF / Net income

1.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $118.68B · net income $12.29B · FCF $19.84B

2022-FY → 2025-FY

Gross margin

30.5%+7.2% pts

Operating margin

19.4%+8.1% pts

Net margin

10.4%+3.4% pts

FCF margin

16.7%+0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$118.68B$118.68B$92.86B$90.71B$68.23B
Net Income$12.29B$12.29B$3.62B$5.20B$4.74B
EBITDA$28.27B$28.27B$12.80B$14.48B$13.40B
EPS241.86241.8670.54101.20110.79
Gross Margin30.5%30.5%20.8%20.2%23.4%
Operating Margin19.4%19.4%8.4%8.3%11.2%
Net Margin10.4%10.4%3.9%5.7%6.9%
Balance Sheet
Debt/Equity0.830.830.780.730.76
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$19.84B$19.84B$12.19B$9.18B$11.02B
Returns
ROE16.8%16.8%5.4%7.9%7.6%
Valuation
P/E5.405.4016.5312.6020.68
EV/EBITDA4.034.037.146.189.03
P/B1.141.140.891.001.57
Growth & Yield
Revenue Growth27.8%27.8%2.4%32.9%—
EPS Growth242.9%242.9%-30.3%-8.7%—
Dividend Yield2.9%2.9%———

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

-15.5%

fácil

EPS terminal req.

$146.14

Spread vs growth

258.3%

5Y implied EPS CAGR

-6.1%

fácil

EPS terminal req.

$176.83

Spread vs growth

248.9%

10Y implied EPS CAGR

1.6%

fácil

EPS terminal req.

$284.79

Spread vs growth

241.2%

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 +27.9%

Total return

+27.9%

Start / end P/E

18.7x → 6.8x

EPS bridge

70.54 → 241.86

Residual

-154.4%

EPS growth+242.9%
Multiple rerating-63.6%
Dividend+2.9%
Residual / FX / buybacks / cross-term-154.4%

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.