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9733.T$2200.00-1.96%
Fair $2200.00+0.0%

9733.T

Nagase Brothers Inc.

Consumer Defensive / Education & Training ServicesTokyo

$2200.00

-44.00 (-1.96%)

Fairly Valued+0.0%Fair Value $2200.00Fund rank 33/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.1B · quality 63.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

40/100

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: 0unknown: 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.
Thesis & Journal · 9733.TLocal privado en este navegador · Nagase Brothers Inc.
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

$57.9B

P/E

14.5x

↓

EV/EBITDA

9.9x

↑

ROE

6.3%

↓

Gross Margin

26.1%

↓

Debt/Equity

0.96

↑
52-Week Range$2200
$1833$2877

TradingView lightweight chart

9733.T price, volumen y niveles de valoración

Último $2,200Periodo +106.3%
Fair value: $2,200

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

+3.8%

FCF CAGR

+16.5%

FCF margin

10.7%

FCF / Net income

3.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $55.26B · net income $1.96B · FCF $5.89B

2022-FY → 2025-FY

Gross margin

26.1%-5.3% pts

Operating margin

8.8%-2.5% pts

Net margin

3.5%-3.4% pts

FCF margin

10.7%+3.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$55.26B$55.26B$52.99B$52.35B$49.41B
Net Income$1.96B$1.96B$2.60B$4.00B$3.44B
EBITDA$7.03B$7.03B$7.44B$8.89B$7.62B
EPS74.3374.3398.84151.97130.69
Gross Margin26.1%26.1%27.1%28.7%31.5%
Operating Margin8.8%8.8%8.6%10.3%11.3%
Net Margin3.5%3.5%4.9%7.6%7.0%
Balance Sheet
Debt/Equity0.960.961.241.071.25
Current Ratio1.151.15———
Cash Flow
Free Cash Flow$5.89B$5.89B$1.99B$2.08B$3.73B
Returns
ROE6.3%6.3%9.0%15.1%14.9%
Valuation
P/E14.5514.5519.2512.7714.00
EV/EBITDA9.869.867.976.727.31
P/B1.861.861.741.932.08
Growth & Yield
Revenue Growth4.3%4.3%1.2%6.0%—
EPS Growth-24.8%-24.8%-35.0%16.3%—
Dividend Yield5.3%5.3%———

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

38.0%

muy exigente

EPS terminal req.

$195.21

Spread vs growth

-62.8%

5Y implied EPS CAGR

26.0%

muy exigente

EPS terminal req.

$236.21

Spread vs growth

-50.8%

10Y implied EPS CAGR

17.7%

exigente

EPS terminal req.

$380.42

Spread vs growth

-42.5%

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 +23.4%

Total return

+23.4%

Start / end P/E

18.9x → 29.6x

EPS bridge

98.84 → 74.33

Residual

-14.1%

EPS growth-24.8%
Multiple rerating+56.9%
Dividend+5.3%
Residual / FX / buybacks / cross-term-14.1%

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.