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9830.T$2161.00-2.22%
Fair $2161.00+0.0%

9830.T

Trusco Nakayama Corporation

Industrials / Industrial DistributionTokyo

$2161.00

-49.00 (-2.22%)

Fairly Valued+0.0%Fair Value $2161.00Fund rank 24/100 · Data gapFallback financials|
SA 47/C
F-Score: 2/9

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 17%

FCF escenarios

weak_data · normalized FCF $-8.7B · quality 39.7/100

Data gap 24/100
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

47/100

C

Piotroski

2/9

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 · 9830.TLocal privado en este navegador · Trusco Nakayama 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

$142.5B

P/E

9.0x

↓

EV/EBITDA

6.1x

↓

ROE

8.5%

↑

Gross Margin

20.9%

↓

Debt/Equity

0.43

↑
52-Week Range$2161
$1979$2752

TradingView lightweight chart

9830.T price, volumen y niveles de valoración

Último $2,161Periodo +245.8%
Fair value: $2,161

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

—

FCF margin

-4.3%

FCF / Net income

-0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $320.04B · net income $15.88B · FCF $-13.67B

2022-FY → 2025-FY

Gross margin

20.9%-0.3% pts

Operating margin

7.1%+1.2% pts

Net margin

5.0%+0.7% pts

FCF margin

-4.3%-7.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$320.04B$320.04B$295.02B$268.15B$246.45B
Net Income$15.88B$15.88B$16.09B$12.27B$10.63B
EBITDA$28.82B$28.82B$28.98B$24.24B$22.04B
EPS240.84240.84244.09186.05161.15
Gross Margin20.9%20.9%20.9%21.5%21.2%
Operating Margin7.1%7.1%6.8%6.9%6.0%
Net Margin5.0%5.0%5.5%4.6%4.3%
Balance Sheet
Debt/Equity0.430.430.320.310.30
Current Ratio3.183.18———
Cash Flow
Free Cash Flow$-13.67B$-13.67B$-8.74B$1.69B$7.25B
Returns
ROE8.5%8.5%9.3%7.6%7.0%
Valuation
P/E8.978.979.6213.2712.47
EV/EBITDA6.076.075.866.996.27
P/B0.770.770.891.010.88
Growth & Yield
Revenue Growth8.5%8.5%10.0%8.8%—
EPS Growth-1.3%-1.3%31.2%15.5%—
Dividend Yield2.7%2.7%———

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

-7.3%

fácil

EPS terminal req.

$191.75

Spread vs growth

6.0%

5Y implied EPS CAGR

-0.7%

fácil

EPS terminal req.

$232.02

Spread vs growth

-0.6%

10Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$373.67

Spread vs growth

-5.8%

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 +10.6%

Total return

+10.6%

Start / end P/E

8.2x → 9.0x

EPS bridge

244.09 → 240.84

Residual

-0.1%

EPS growth-1.3%
Multiple rerating+9.4%
Dividend+2.7%
Residual / FX / buybacks / cross-term-0.1%

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.