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9537.T$4355.00-1.36%
Fair $4355.00+0.0%

9537.T

Hokuriku Gas Co.,Ltd.

Utilities / Utilities - Regulated GasTokyo

$4355.00

-60.00 (-1.36%)

Fairly Valued+0.0%Fair Value $4355.00Fund rank 32/100 · Data gapFallback financials|
SA 51/C
F-Score: 7/9
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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $624.8M · quality 60.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

51/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 4.0%, below the 5% threshold
Thesis & Journal · 9537.TLocal privado en este navegador · Hokuriku Gas 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

$20.3B

P/E

6.5x

↓

EV/EBITDA

1.4x

↓

ROE

4.0%

↓

Gross Margin

35.7%

↑

Debt/Equity

0.00

↓
52-Week Range$4355
$3445$5710

TradingView lightweight chart

9537.T price, volumen y niveles de valoración

Último $4,355Periodo +45.2%
Fair value: $4,355

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

+5.7%

FCF CAGR

+6.4%

FCF margin

5.5%

FCF / Net income

1.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $61.77B · net income $1.95B · FCF $3.40B

2022-FY → 2025-FY

Gross margin

35.7%-6.1% pts

Operating margin

2.3%+0.2% pts

Net margin

3.2%+1.3% pts

FCF margin

5.5%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$61.77B$61.77B$61.41B$69.63B$52.36B
Net Income$1.95B$1.95B$-1.76B$420.2M$953.8M
EBITDA$8.07B$8.07B$5.11B$6.70B$7.62B
EPS419.98419.98-377.7588.14198.96
Gross Margin35.7%35.7%31.6%29.7%41.8%
Operating Margin2.3%2.3%-1.5%0.4%2.1%
Net Margin3.2%3.2%-2.9%0.6%1.8%
Balance Sheet
Debt/Equity0.000.000.020.000.00
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$3.40B$3.40B$-252.6M$624.8M$2.82B
Returns
ROE4.0%4.0%-3.8%0.9%2.0%
Valuation
P/E6.476.47—32.3613.88
EV/EBITDA1.441.441.961.020.85
P/B0.410.410.350.280.28
Growth & Yield
Revenue Growth0.6%0.6%-11.8%33.0%—
EPS Growth211.2%211.2%-528.6%-55.7%—
Dividend Yield1.8%1.8%———

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

-2.7%

fácil

EPS terminal req.

$386.43

Spread vs growth

213.9%

5Y implied EPS CAGR

2.2%

fácil

EPS terminal req.

$467.58

Spread vs growth

209.0%

10Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$753.05

Spread vs growth

205.2%

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 +20.2%

Total return

+20.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-377.75 → 419.98

Residual

+18.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.8%
Residual / FX / buybacks / cross-term+18.3%

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.