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9755.T$2781.00-1.38%
Fair $2781.00+0.0%

9755.T

OYO Corporation

Industrials / Engineering & ConstructionTokyo

$2781.00

-39.00 (-1.38%)

Fairly Valued+0.0%Fair Value $2781.00Fund rank 26/100 · Data gapFallback financials|
SA 55/C
F-Score: 7/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-253.0M · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

55/100

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: 0unknown: 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.
Thesis & Journal · 9755.TLocal privado en este navegador · OYO Corporation
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

$63.4B

P/E

14.7x

↓

EV/EBITDA

5.6x

↓

ROE

5.6%

↓

Gross Margin

31.0%

↑

Debt/Equity

0.12

↓
52-Week Range$2781
$2587$3330

TradingView lightweight chart

9755.T price, volumen y niveles de valoración

Último $2,781Periodo +129.8%
Fair value: $2,781

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

+8.9%

FCF CAGR

—

FCF margin

7.8%

FCF / Net income

1.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $76.28B · net income $4.33B · FCF $5.94B

2022-FY → 2025-FY

Gross margin

31.0%+0.8% pts

Operating margin

5.4%+1.2% pts

Net margin

5.7%+2.6% pts

FCF margin

7.8%+17.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$76.28B$76.28B$74.08B$65.60B$59.01B
Net Income$4.33B$4.33B$4.01B$4.01B$1.81B
EBITDA$8.87B$8.87B$7.65B$5.87B$4.54B
EPS189.21189.21170.39167.1973.08
Gross Margin31.0%31.0%31.0%29.7%30.2%
Operating Margin5.4%5.4%5.9%4.3%4.2%
Net Margin5.7%5.7%5.4%6.1%3.1%
Balance Sheet
Debt/Equity0.120.120.130.120.07
Current Ratio3.713.71———
Cash Flow
Free Cash Flow$5.94B$5.94B$-253.0M$-820.0M$-5.77B
Returns
ROE5.6%5.6%5.2%5.4%2.6%
Valuation
P/E14.7014.7015.1212.4729.37
EV/EBITDA5.565.566.785.927.80
P/B0.820.820.780.670.76
Growth & Yield
Revenue Growth3.0%3.0%12.9%11.2%—
EPS Growth11.0%11.0%1.9%128.8%—
Dividend Yield3.9%3.9%———

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

9.3%

razonable

EPS terminal req.

$246.77

Spread vs growth

1.8%

5Y implied EPS CAGR

9.6%

razonable

EPS terminal req.

$298.59

Spread vs growth

1.5%

10Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$480.88

Spread vs growth

1.3%

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 +6.8%

Total return

+6.8%

Start / end P/E

15.9x → 14.7x

EPS bridge

170.39 → 189.21

Residual

-0.8%

EPS growth+11.0%
Multiple rerating-7.3%
Dividend+3.9%
Residual / FX / buybacks / cross-term-0.8%

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.