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9326.T$422.00-0.24%
Fair $422.00+0.0%

9326.T

Kantsu HD Co.,Ltd.

Industrials / Integrated Freight & LogisticsTokyo

$422.00

-1.00 (-0.24%)

Fairly Valued+0.0%Fair Value $422.00Fund rank 19/100 · Data gapFallback financials|
SA 23/D
F-Score: 2/9
High DebtMargin CompressionLow 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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $-752.1M · quality 22.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

23/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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 2.97, above the 2.0 threshold Operating margin has declined for 3 consecutive years ROE is -40.6%, below the 5% threshold
Thesis & Journal · 9326.TLocal privado en este navegador · Kantsu HD 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

$4.3B

P/E

21.2x

↑

EV/EBITDA

N/A

•

ROE

-40.6%

↓

Gross Margin

7.4%

↓

Debt/Equity

2.97

↑
52-Week Range$422
$342$628

TradingView lightweight chart

9326.T price, volumen y niveles de valoración

Último $422.00Periodo +8.7%
Fair value: $422.00

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

+14.8%

FCF CAGR

—

FCF margin

-4.9%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.27B · net income $-848.2M · FCF $-753.1M

2022-FY → 2025-FY

Gross margin

7.4%-8.2% pts

Operating margin

-0.3%-7.5% pts

Net margin

-5.6%-10.1% pts

FCF margin

-4.9%-7.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.27B$15.27B$11.94B$10.49B$10.10B
Net Income$-848.2M$-848.2M$49.7M$628.1M$464.0M
EBITDA$-560.9M$-560.9M$497.9M$1.38B$1.03B
EPS——4.7959.0245.74
Gross Margin7.4%7.4%12.2%13.0%15.6%
Operating Margin-0.3%-0.3%3.4%3.7%7.2%
Net Margin-5.6%-5.6%0.4%6.0%4.6%
Balance Sheet
Debt/Equity2.972.971.871.311.90
Current Ratio1.461.46———
Cash Flow
Free Cash Flow$-753.1M$-753.1M$-676.2M$-752.1M$268.4M
Returns
ROE-40.6%-40.6%1.6%19.3%17.0%
Valuation
P/E21.2321.23102.717.0114.58
EV/EBITDA——16.863.798.53
P/B2.032.031.691.352.48
Growth & Yield
Revenue Growth27.9%27.9%13.8%3.9%—
EPS Growth——-91.9%29.0%—
Dividend Yield2.4%2.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +15.5%

Total return

+15.5%

Start / end P/E

n/dx → n/dx

EPS bridge

4.79 → n/d

Residual

+13.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.4%
Residual / FX / buybacks / cross-term+13.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.