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v0.1
9757.T$1058.00-1.12%
Fair $1058.00+0.0%

9757.T

Funai Soken Holdings Incorporated

Industrials / Consulting ServicesTokyo

$1058.00

-12.00 (-1.12%)

Fairly Valued+0.0%Fair Value $1058.00Fund rank 39/100 · Data gapFallback financials|
SA 57/C
F-Score: 6/9

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.0B · quality 84.3/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

57/100

C

Piotroski

6/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 9757.TLocal privado en este navegador · Funai Soken Holdings Incorporated
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

$96.5B

P/E

15.2x

↓

EV/EBITDA

8.8x

↓

ROE

25.3%

↑

Gross Margin

39.1%

↑

Debt/Equity

0.01

↓
52-Week Range$1058
$1041$1325

TradingView lightweight chart

9757.T price, volumen y niveles de valoración

Último $1,058Periodo +282.5%
Fair value: $1,058

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

+9.1%

FCF CAGR

+14.5%

FCF margin

20.7%

FCF / Net income

1.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.33B · net income $6.53B · FCF $6.91B

2022-FY → 2025-FY

Gross margin

39.1%-0.4% pts

Operating margin

26.4%-1.3% pts

Net margin

19.6%+0.1% pts

FCF margin

20.7%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.33B$33.33B$30.65B$28.24B$25.64B
Net Income$6.53B$6.53B$5.99B$5.20B$4.99B
EBITDA$9.87B$9.87B$8.75B$7.68B$7.48B
EPS69.7869.7863.2752.5249.81
Gross Margin39.1%39.1%38.7%38.0%39.6%
Operating Margin26.4%26.4%27.2%25.7%27.7%
Net Margin19.6%19.6%19.6%18.4%19.5%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio3.023.02———
Cash Flow
Free Cash Flow$6.91B$6.91B$6.05B$4.83B$4.60B
Returns
ROE25.3%25.3%24.0%20.2%18.0%
Valuation
P/E15.1715.1718.8924.1626.50
EV/EBITDA8.798.7911.7414.7215.44
P/B3.843.844.534.894.77
Growth & Yield
Revenue Growth8.8%8.8%8.5%10.2%—
EPS Growth10.3%10.3%20.5%5.4%—
Dividend Yield4.5%4.5%———

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

10.4%

razonable

EPS terminal req.

$93.88

Spread vs growth

-0.1%

5Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$113.59

Spread vs growth

0.1%

10Y implied EPS CAGR

10.1%

razonable

EPS terminal req.

$182.95

Spread vs growth

0.2%

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 -5.1%

Total return

-5.1%

Start / end P/E

18.5x → 15.2x

EPS bridge

63.27 → 69.78

Residual

-1.9%

EPS growth+10.3%
Multiple rerating-18.0%
Dividend+4.5%
Residual / FX / buybacks / cross-term-1.9%

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.