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9353.T$2500.00-0.44%
Fair $2500.00+0.0%

9353.T

Sakurajima Futo Kaisha, Ltd.

Industrials / Marine ShippingTokyo

$2500.00

-11.00 (-0.44%)

Fairly Valued+0.0%Fair Value $2500.00Fund rank 25/100 · Data gapFallback financials|
SA 58/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-309.3M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

58/100

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 3.3%, below the 5% threshold
Thesis & Journal · 9353.TLocal privado en este navegador · Sakurajima Futo Kaisha, 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

$3.8B

P/E

13.1x

↓

EV/EBITDA

6.1x

↓

ROE

3.3%

↓

Gross Margin

18.4%

↓

Debt/Equity

0.24

↓
52-Week Range$2500
$1486$3850

TradingView lightweight chart

9353.T price, volumen y niveles de valoración

Último $2,500Periodo +56.3%
Fair value: $2,500

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

+1.1%

FCF CAGR

+12.3%

FCF margin

3.4%

FCF / Net income

0.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.34B · net income $233.0M · FCF $149.1M

2022-FY → 2025-FY

Gross margin

18.4%+5.0% pts

Operating margin

4.7%+2.1% pts

Net margin

5.4%+1.1% pts

FCF margin

3.4%+0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.34B$4.34B$4.11B$3.87B$4.20B
Net Income$233.0M$233.0M$211.7M$193.2M$177.3M
EBITDA$741.3M$741.3M$654.6M$557.1M$468.1M
EPS153.77153.77140.13128.64118.09
Gross Margin18.4%18.4%19.0%16.7%13.5%
Operating Margin4.7%4.7%5.7%4.1%2.6%
Net Margin5.4%5.4%5.1%5.0%4.2%
Balance Sheet
Debt/Equity0.240.240.260.270.34
Current Ratio1.631.63———
Cash Flow
Free Cash Flow$149.1M$149.1M$-309.3M$-556.8M$105.2M
Returns
ROE3.3%3.3%3.4%3.9%3.8%
Valuation
P/E13.1013.1013.2410.6511.05
EV/EBITDA6.106.105.514.424.21
P/B0.540.540.450.410.42
Growth & Yield
Revenue Growth5.5%5.5%6.4%-7.9%—
EPS Growth9.7%9.7%8.9%8.9%—
Dividend Yield2.1%2.1%———

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

13.0%

razonable

EPS terminal req.

$221.83

Spread vs growth

-3.3%

5Y implied EPS CAGR

11.8%

razonable

EPS terminal req.

$268.42

Spread vs growth

-2.1%

10Y implied EPS CAGR

10.9%

razonable

EPS terminal req.

$432.29

Spread vs growth

-1.2%

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 +44.8%

Total return

+44.8%

Start / end P/E

12.5x → 16.3x

EPS bridge

140.13 → 153.77

Residual

+2.9%

EPS growth+9.7%
Multiple rerating+30.0%
Dividend+2.1%
Residual / FX / buybacks / cross-term+2.9%

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.