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2157.T$923.00-0.75%
Fair $923.00+0.0%

2157.T

Koshidaka Holdings Co., Ltd.

Consumer Cyclical / LeisureTokyo

$923.00

-7.00 (-0.75%)

Fairly Valued+0.0%Fair Value $923.00Fund rank 35/100 · Data gapFallback financials|
SA 49/C
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.6B · quality 69.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

49/100

C

Piotroski

4/9

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 · 2157.TLocal privado en este navegador · Koshidaka Holdings 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

$76.5B

P/E

13.8x

↓

EV/EBITDA

6.9x

↓

ROE

15.0%

↑

Gross Margin

26.5%

↓

Debt/Equity

0.33

↓
52-Week Range$923
$910$1484

TradingView lightweight chart

2157.T price, volumen y niveles de valoración

Último $923.00Periodo +2089.6%
Fair value: $923.00

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

+22.2%

FCF CAGR

+10.0%

FCF margin

8.5%

FCF / Net income

1.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $69.39B · net income $5.26B · FCF $5.88B

2022-FY → 2025-FY

Gross margin

26.5%+10.3% pts

Operating margin

16.4%+10.6% pts

Net margin

7.6%-2.0% pts

FCF margin

8.5%-3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$69.39B$69.39B$63.26B$54.63B$38.00B
Net Income$5.26B$5.26B$6.74B$7.10B$3.64B
EBITDA$12.00B$12.00B$13.49B$14.46B$7.70B
EPS59.4259.4275.8679.7843.10
Gross Margin26.5%26.5%26.5%24.4%16.2%
Operating Margin16.4%16.4%16.1%14.0%5.8%
Net Margin7.6%7.6%10.6%13.0%9.6%
Balance Sheet
Debt/Equity0.330.330.380.510.77
Current Ratio0.820.82———
Cash Flow
Free Cash Flow$5.88B$5.88B$3.64B$2.07B$4.42B
Returns
ROE15.0%15.0%22.2%28.0%18.7%
Valuation
P/E13.7813.7812.7216.9819.28
EV/EBITDA6.896.896.708.6510.16
P/B2.332.332.824.753.60
Growth & Yield
Revenue Growth9.7%9.7%15.8%43.8%—
EPS Growth-21.7%-21.7%-4.9%85.1%—
Dividend Yield2.8%2.8%———

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

11.3%

razonable

EPS terminal req.

$81.90

Spread vs growth

-33.0%

5Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$99.10

Spread vs growth

-32.4%

10Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$159.60

Spread vs growth

-32.1%

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 -5.9%

Total return

-5.9%

Start / end P/E

13.3x → 15.5x

EPS bridge

75.86 → 59.42

Residual

-3.6%

EPS growth-21.7%
Multiple rerating+16.6%
Dividend+2.8%
Residual / FX / buybacks / cross-term-3.6%

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.