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9305.T$1952.00-0.46%
Fair $1952.00+0.0%

9305.T

Yamatane Corporation

Industrials / Marine ShippingTokyo

$1952.00

-9.00 (-0.46%)

Fairly Valued+0.0%Fair Value $1952.00Fund rank 19/100 · Data gapFallback financials|
SA 36/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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-5.1B · quality 25.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

36/100

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 · 9305.TLocal privado en este navegador · Yamatane 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

$41.2B

P/E

7.6x

↓

EV/EBITDA

12.4x

↑

ROE

5.3%

↓

Gross Margin

12.5%

↓

Debt/Equity

1.32

↑
52-Week Range$1952
$1914$3280

TradingView lightweight chart

9305.T price, volumen y niveles de valoración

Último $1,952Periodo +230.8%
Fair value: $1,952

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

+20.1%

FCF CAGR

—

FCF margin

-6.2%

FCF / Net income

-1.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $80.92B · net income $3.09B · FCF $-5.06B

2022-FY → 2025-FY

Gross margin

12.5%-0.4% pts

Operating margin

4.7%-1.8% pts

Net margin

3.8%-0.1% pts

FCF margin

-6.2%+6.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$80.92B$80.92B$64.51B$51.09B$46.77B
Net Income$3.09B$3.09B$2.49B$2.15B$1.83B
EBITDA$9.02B$9.02B$8.10B$6.89B$5.41B
EPS74.8874.8860.46104.1488.77
Gross Margin12.5%12.5%13.4%14.2%12.9%
Operating Margin4.7%4.7%5.4%7.0%6.4%
Net Margin3.8%3.8%3.9%4.2%3.9%
Balance Sheet
Debt/Equity1.321.321.361.211.32
Current Ratio0.950.95———
Cash Flow
Free Cash Flow$-5.06B$-5.06B$-8.70B$5.06B$-5.75B
Returns
ROE5.3%5.3%4.8%4.8%4.3%
Valuation
P/E7.657.6522.597.929.08
EV/EBITDA12.4412.4411.379.1012.08
P/B0.690.690.540.380.39
Growth & Yield
Revenue Growth25.4%25.4%26.3%9.2%—
EPS Growth23.9%23.9%-41.9%17.3%—
Dividend Yield4.3%4.3%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

32.3%

muy exigente

EPS terminal req.

$173.21

Spread vs growth

-8.4%

5Y implied EPS CAGR

22.9%

exigente

EPS terminal req.

$209.58

Spread vs growth

1.0%

10Y implied EPS CAGR

16.3%

exigente

EPS terminal req.

$337.53

Spread vs growth

7.6%

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 -16.3%

Total return

-16.3%

Start / end P/E

40.7x → 26.1x

EPS bridge

60.46 → 74.88

Residual

-8.6%

EPS growth+23.9%
Multiple rerating-35.9%
Dividend+4.3%
Residual / FX / buybacks / cross-term-8.6%

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.