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9308.T$1561.00-3.10%
Fair $1561.00+0.0%

9308.T

Inui Global Logistics Co., Ltd.

Industrials / Marine ShippingTokyo

$1561.00

-50.00 (-3.10%)

Fairly Valued+0.0%Fair Value $1561.00Fund rank 24/100 · Data gapFallback financials|
SA 50/C
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 16%

FCF escenarios

weak_data · normalized FCF $-785.0M · quality 36.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

50/100

C

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 · 9308.TLocal privado en este navegador · Inui Global Logistics 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

$39.3B

P/E

47.0x

↑

EV/EBITDA

5.4x

↓

ROE

13.6%

↑

Gross Margin

16.2%

↓

Debt/Equity

0.82

↑
52-Week Range$1561
$1159$1742

TradingView lightweight chart

9308.T price, volumen y niveles de valoración

Último $1,561Periodo +41.9%
Fair value: $1,561

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

-5.5%

FCF CAGR

—

FCF margin

-2.5%

FCF / Net income

-0.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $31.77B · net income $5.02B · FCF $-785.0M

2022-FY → 2025-FY

Gross margin

16.2%-23.7% pts

Operating margin

11.5%-24.0% pts

Net margin

15.8%-15.7% pts

FCF margin

-2.5%-42.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$31.77B$31.77B$29.49B$44.27B$37.60B
Net Income$5.02B$5.02B$1.19B$9.86B$11.85B
EBITDA$9.33B$9.33B$5.42B$17.22B$17.07B
EPS199.88199.8847.64393.71473.60
Gross Margin16.2%16.2%10.9%33.5%39.8%
Operating Margin11.5%11.5%5.7%29.5%35.6%
Net Margin15.8%15.8%4.0%22.3%31.5%
Balance Sheet
Debt/Equity0.820.820.910.790.91
Current Ratio1.861.86———
Cash Flow
Free Cash Flow$-785.0M$-785.0M$-2.82B$5.29B$15.00B
Returns
ROE13.6%13.6%3.8%28.9%39.7%
Valuation
P/E47.0347.0322.544.383.56
EV/EBITDA5.405.407.622.842.87
P/B1.061.060.851.271.41
Growth & Yield
Revenue Growth7.7%7.7%-33.4%17.7%—
EPS Growth319.6%319.6%-87.9%-16.9%—
Dividend Yield3.6%3.6%———

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

-11.5%

fácil

EPS terminal req.

$138.51

Spread vs growth

331.1%

5Y implied EPS CAGR

-3.5%

fácil

EPS terminal req.

$167.60

Spread vs growth

323.0%

10Y implied EPS CAGR

3.0%

fácil

EPS terminal req.

$269.92

Spread vs growth

316.5%

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 +37.3%

Total return

+37.3%

Start / end P/E

24.5x → 7.8x

EPS bridge

47.64 → 199.88

Residual

-217.7%

EPS growth+319.6%
Multiple rerating-68.1%
Dividend+3.6%
Residual / FX / buybacks / cross-term-217.7%

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.