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9264.T$1585.00-1.78%
Fair $1585.00+0.0%

9264.T

Puequ CO.,LTD.

Industrials / Specialty Industrial MachineryTokyo

$1585.00

-29.00 (-1.78%)

Fairly Valued+0.0%Fair Value $1585.00Fund rank 19/100 · Data gapFallback financials|
SA 40/C
F-Score: 6/9
High Debt

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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $-247.9M · quality 25.3/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

40/100

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: 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. Debt-to-Equity ratio is 2.05, above the 2.0 threshold
Thesis & Journal · 9264.TLocal privado en este navegador · Puequ 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

$7.2B

P/E

24.4x

↑

EV/EBITDA

8.9x

↓

ROE

13.5%

↑

Gross Margin

26.3%

↑

Debt/Equity

2.05

↑
52-Week Range$1585
$1411$1950

TradingView lightweight chart

9264.T price, volumen y niveles de valoración

Último $1,598Periodo -38.1%
Fair value: $1,585

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

—

FCF margin

-2.5%

FCF / Net income

-0.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.11B · net income $573.5M · FCF $-247.9M

2022-FY → 2025-FY

Gross margin

26.3%+3.1% pts

Operating margin

9.0%+4.3% pts

Net margin

5.7%+6.1% pts

FCF margin

-2.5%-3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.11B$10.11B$8.37B$7.05B$5.81B
Net Income$573.5M$573.5M$195.8M$265.4M$-23.9M
EBITDA$1.32B$1.32B$562.4M$606.6M$276.1M
EPS92.4792.4742.34108.51-10.16
Gross Margin26.3%26.3%23.8%22.4%23.3%
Operating Margin9.0%9.0%6.6%5.7%4.7%
Net Margin5.7%5.7%2.3%3.8%-0.4%
Balance Sheet
Debt/Equity2.052.051.401.171.68
Current Ratio1.291.29———
Cash Flow
Free Cash Flow$-247.9M$-247.9M$-263.6M$-76.7M$32.4M
Returns
ROE13.5%13.5%4.8%6.7%-0.9%
Valuation
P/E24.3724.3727.269.21—
EV/EBITDA8.908.9016.077.2220.79
P/B1.731.731.300.621.08
Growth & Yield
Revenue Growth20.8%20.8%18.7%21.5%—
EPS Growth118.4%118.4%-61.0%1168.0%—
Dividend Yield4.7%4.7%———

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

15.0%

exigente

EPS terminal req.

$140.64

Spread vs growth

103.4%

5Y implied EPS CAGR

13.0%

razonable

EPS terminal req.

$170.18

Spread vs growth

105.4%

10Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$274.07

Spread vs growth

106.9%

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 +15.6%

Total return

+15.6%

Start / end P/E

34.0x → 17.3x

EPS bridge

42.34 → 92.47

Residual

-58.3%

EPS growth+118.4%
Multiple rerating-49.2%
Dividend+4.7%
Residual / FX / buybacks / cross-term-58.3%

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.