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9351.T$1796.00-1.86%
Fair $1796.00+0.0%

9351.T

Toyo Wharf & Warehouse Co., Ltd.

Industrials / Integrated Freight & LogisticsTokyo

$1796.00

-34.00 (-1.86%)

Fairly Valued+0.0%Fair Value $1796.00Fund rank 37/100 · Data gapFallback financials|
SA 39/D
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.6B · quality 78.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

39/100

D

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 4.1%, below the 5% threshold
Thesis & Journal · 9351.TLocal privado en este navegador · Toyo Wharf & 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

$12.9B

P/E

8.9x

↓

EV/EBITDA

6.1x

↓

ROE

4.1%

↓

Gross Margin

10.1%

↓

Debt/Equity

0.59

↑
52-Week Range$1796
$1288$2100

TradingView lightweight chart

9351.T price, volumen y niveles de valoración

Último $1,796Periodo +33.0%
Fair value: $1,796

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

-1.0%

FCF CAGR

-8.3%

FCF margin

6.1%

FCF / Net income

1.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $35.10B · net income $1.12B · FCF $2.15B

2022-FY → 2025-FY

Gross margin

10.1%+0.3% pts

Operating margin

3.3%-0.8% pts

Net margin

3.2%+0.1% pts

FCF margin

6.1%-1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$35.10B$35.10B$34.70B$38.09B$36.12B
Net Income$1.12B$1.12B$980.0M$1.27B$1.13B
EBITDA$4.00B$4.00B$3.73B$4.02B$3.59B
EPS——131.56165.15147.10
Gross Margin10.1%10.1%9.8%10.0%9.8%
Operating Margin3.3%3.3%2.8%4.0%4.1%
Net Margin3.2%3.2%2.8%3.3%3.1%
Balance Sheet
Debt/Equity0.590.590.530.630.73
Current Ratio0.940.94———
Cash Flow
Free Cash Flow$2.15B$2.15B$2.60B$4.18B$2.79B
Returns
ROE4.1%4.1%3.7%5.3%5.0%
Valuation
P/E8.918.9110.467.949.97
EV/EBITDA6.156.155.815.496.68
P/B0.480.480.390.420.50
Growth & Yield
Revenue Growth1.2%1.2%-8.9%5.4%—
EPS Growth——-20.3%12.3%—
Dividend Yield4.4%4.4%———

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 +39.9%

Total return

+39.9%

Start / end P/E

n/dx → n/dx

EPS bridge

131.56 → n/d

Residual

+35.4%

EPS growthn/d
Multiple reratingn/d
Dividend+4.4%
Residual / FX / buybacks / cross-term+35.4%

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.