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9832.T$1456.00-2.08%
Fair $1456.00+0.0%

9832.T

Autobacs Seven Co., Ltd.

Consumer Cyclical / Auto PartsTokyo

$1456.00

-31.00 (-2.08%)

Fairly Valued+0.0%Fair Value $1456.00Fund rank 27/100 · Data gapFallback financials|
SA 48/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $3.5B · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

48/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 9832.TLocal privado en este navegador · Autobacs Seven 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

$114.3B

P/E

13.7x

↓

EV/EBITDA

6.3x

↓

ROE

6.2%

↑

Gross Margin

35.4%

↑

Debt/Equity

0.29

↓
52-Week Range$1456
$1426$1785

TradingView lightweight chart

9832.T price, volumen y niveles de valoración

Último $1,456Periodo +89.1%
Fair value: $1,456

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

+3.0%

FCF CAGR

—

FCF margin

-2.0%

FCF / Net income

-0.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $249.53B · net income $8.13B · FCF $-4.98B

2022-FY → 2025-FY

Gross margin

35.4%+1.7% pts

Operating margin

4.9%-0.2% pts

Net margin

3.3%+0.2% pts

FCF margin

-2.0%-1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$249.53B$249.53B$229.86B$236.24B$228.59B
Net Income$8.13B$8.13B$6.36B$7.24B$7.01B
EBITDA$19.13B$19.13B$15.66B$16.61B$15.64B
EPS103.89103.8981.5292.87—
Gross Margin35.4%35.4%32.8%33.6%33.8%
Operating Margin4.9%4.9%3.5%5.0%5.1%
Net Margin3.3%3.3%2.8%3.1%3.1%
Balance Sheet
Debt/Equity0.290.290.070.100.09
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$-4.98B$-4.98B$5.28B$3.50B$-588.0M
Returns
ROE6.2%6.2%4.9%5.7%5.7%
Valuation
P/E13.6913.6919.3915.56—
EV/EBITDA6.306.306.476.045.75
P/B0.860.860.960.890.85
Growth & Yield
Revenue Growth8.6%8.6%-2.7%3.3%—
EPS Growth27.4%27.4%-12.2%——
Dividend Yield4.0%4.0%———

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

7.5%

razonable

EPS terminal req.

$129.20

Spread vs growth

19.9%

5Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$156.33

Spread vs growth

18.9%

10Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$251.77

Spread vs growth

18.2%

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 +3.6%

Total return

+3.6%

Start / end P/E

17.9x → 14.0x

EPS bridge

81.52 → 103.89

Residual

-6.0%

EPS growth+27.4%
Multiple rerating-21.9%
Dividend+4.0%
Residual / FX / buybacks / cross-term-6.0%

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.