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v0.1
9274.T$932.00-4.12%
Fair $932.00+0.0%

9274.T

Kpp Group Holdings Co., Ltd.

Basic Materials / Paper & Paper ProductsTokyo

$932.00

-40.00 (-4.12%)

Fairly Valued+0.0%Fair Value $932.00Fund rank 27/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.4B · quality 42.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

45/100

C

Piotroski

5/9

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 · 9274.TLocal privado en este navegador · Kpp Group Holdings 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

$58.1B

P/E

10.7x

↓

EV/EBITDA

6.3x

↓

ROE

9.3%

↑

Gross Margin

19.3%

↓

Debt/Equity

1.38

↑
52-Week Range$932
$672$1080

TradingView lightweight chart

9274.T price, volumen y niveles de valoración

Último $932.00Periodo +158.2%
Fair value: $932.00

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

+5.9%

FCF CAGR

+57.4%

FCF margin

1.0%

FCF / Net income

0.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $670.04B · net income $7.99B · FCF $6.40B

2022-FY → 2025-FY

Gross margin

19.3%+2.8% pts

Operating margin

2.0%+0.4% pts

Net margin

1.2%-0.1% pts

FCF margin

1.0%+0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$670.04B$670.04B$644.43B$659.66B$563.41B
Net Income$7.99B$7.99B$10.61B$15.72B$7.50B
EBITDA$26.91B$26.91B$26.03B$29.88B$18.70B
EPS118.00118.00149.24219.09104.39
Gross Margin19.3%19.3%18.6%18.3%16.5%
Operating Margin2.0%2.0%2.5%3.1%1.7%
Net Margin1.2%1.2%1.6%2.4%1.3%
Balance Sheet
Debt/Equity1.381.381.321.661.72
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$6.40B$6.40B$15.67B$4.35B$1.64B
Returns
ROE9.3%9.3%13.0%23.2%13.3%
Valuation
P/E10.6510.654.822.872.86
EV/EBITDA6.356.355.124.245.12
P/B0.730.730.630.670.38
Growth & Yield
Revenue Growth4.0%4.0%-2.3%17.1%—
EPS Growth-20.9%-20.9%-31.9%109.9%—
Dividend Yield4.1%4.1%———

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

-11.2%

fácil

EPS terminal req.

$82.70

Spread vs growth

-9.8%

5Y implied EPS CAGR

-3.2%

fácil

EPS terminal req.

$100.07

Spread vs growth

-17.7%

10Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$161.16

Spread vs growth

-24.1%

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 +41.4%

Total return

+41.4%

Start / end P/E

4.5x → 7.9x

EPS bridge

149.24 → 118.00

Residual

-15.4%

EPS growth-20.9%
Multiple rerating+73.6%
Dividend+4.1%
Residual / FX / buybacks / cross-term-15.4%

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.