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9322.T$2179.00-2.13%
Fair $2179.00+0.0%

9322.T

Kawanishi Warehouse Co.,Ltd.

Industrials / Specialty Business ServicesTokyo

$2179.00

-48.00 (-2.13%)

Fairly Valued+0.0%Fair Value $2179.00Fund rank 30/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9
Low Profitability

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

44/100

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: 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. ROE is 3.5%, below the 5% threshold
Thesis & Journal · 9322.TLocal privado en este navegador · Kawanishi Warehouse 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

$16.7B

P/E

26.3x

↑

EV/EBITDA

7.7x

↓

ROE

3.5%

↓

Gross Margin

15.1%

↓

Debt/Equity

0.40

↑
52-Week Range$2179
$1070$3125

TradingView lightweight chart

9322.T price, volumen y niveles de valoración

Último $2,210Periodo +262.3%
Fair value: $2,179

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

+2.6%

FCF CAGR

—

FCF margin

3.9%

FCF / Net income

1.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.54B · net income $746.4M · FCF $988.0M

2022-FY → 2025-FY

Gross margin

15.1%+2.1% pts

Operating margin

4.0%+0.7% pts

Net margin

2.9%+0.7% pts

FCF margin

3.9%+12.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$25.54B$25.54B$24.99B$27.11B$23.62B
Net Income$746.4M$746.4M$796.8M$1.49B$523.2M
EBITDA$2.59B$2.59B$2.50B$3.53B$1.99B
EPS97.6297.62104.20195.1768.46
Gross Margin15.1%15.1%15.2%13.1%13.0%
Operating Margin4.0%4.0%4.6%3.3%3.3%
Net Margin2.9%2.9%3.2%5.5%2.2%
Balance Sheet
Debt/Equity0.400.400.460.540.62
Current Ratio2.442.44———
Cash Flow
Free Cash Flow$988.0M$988.0M$1.71B$1.80B$-2.07B
Returns
ROE3.5%3.5%3.9%7.7%3.0%
Valuation
P/E26.2926.2911.385.0816.24
EV/EBITDA7.717.715.173.657.68
P/B0.780.780.440.390.48
Growth & Yield
Revenue Growth2.2%2.2%-7.8%14.8%—
EPS Growth-6.3%-6.3%-46.6%185.1%—
Dividend Yield1.5%1.5%———

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

25.6%

muy exigente

EPS terminal req.

$193.35

Spread vs growth

-31.9%

5Y implied EPS CAGR

19.1%

exigente

EPS terminal req.

$233.95

Spread vs growth

-25.4%

10Y implied EPS CAGR

14.5%

razonable

EPS terminal req.

$376.78

Spread vs growth

-20.8%

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 +100.2%

Total return

+100.2%

Start / end P/E

10.7x → 22.6x

EPS bridge

104.20 → 97.62

Residual

-7.1%

EPS growth-6.3%
Multiple rerating+112.1%
Dividend+1.5%
Residual / FX / buybacks / cross-term-7.1%

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.