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v0.1
2340.T$472.00-0.21%
Fair $472.00+0.0%

2340.T

Gokurakuyu Holdings Co., Ltd.

Consumer Cyclical / LeisureTokyo

$472.00

-1.00 (-0.21%)

Fairly Valued+0.0%Fair Value $472.00Fund rank 30/100 · Data gapFallback financials|
SA 43/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $530.6M · quality 56.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

43/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 2340.TLocal privado en este navegador · Gokurakuyu 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

$15.0B

P/E

16.6x

↓

EV/EBITDA

8.5x

↓

ROE

20.2%

↑

Gross Margin

16.7%

↓

Debt/Equity

0.84

↑
52-Week Range$472
$468$513

TradingView lightweight chart

2340.T price, volumen y niveles de valoración

Último $472.00Periodo +7.3%
Fair value: $472.00

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

+14.7%

FCF CAGR

+5.9%

FCF margin

8.1%

FCF / Net income

1.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.16B · net income $769.9M · FCF $1.22B

2022-FY → 2025-FY

Gross margin

16.7%+11.0% pts

Operating margin

7.5%+13.2% pts

Net margin

5.1%+24.8% pts

FCF margin

8.1%-2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.16B$15.16B$14.08B$12.77B$10.04B
Net Income$769.9M$769.9M$697.4M$-304.5M$-1.98B
EBITDA$1.83B$1.83B$1.29B$721.0M$-831.0M
EPS23.8123.8123.84-14.20-99.20
Gross Margin16.7%16.7%14.7%10.4%5.7%
Operating Margin7.5%7.5%5.3%0.3%-5.7%
Net Margin5.1%5.1%5.0%-2.4%-19.7%
Balance Sheet
Debt/Equity0.840.841.4161.87-898.07
Current Ratio0.820.82———
Cash Flow
Free Cash Flow$1.22B$1.22B$530.6M$483.0M$1.03B
Returns
ROE20.2%20.2%23.3%-203.9%15591.1%
Valuation
P/E16.6316.6316.99——
EV/EBITDA8.498.4910.2712.76—
P/B3.993.993.9536.47—
Growth & Yield
Revenue Growth7.7%7.7%10.3%27.2%—
EPS Growth-0.1%-0.1%267.9%85.7%—
Dividend Yield1.3%1.3%———

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

20.7%

exigente

EPS terminal req.

$41.88

Spread vs growth

-20.8%

5Y implied EPS CAGR

16.3%

exigente

EPS terminal req.

$50.68

Spread vs growth

-16.4%

10Y implied EPS CAGR

13.1%

razonable

EPS terminal req.

$81.62

Spread vs growth

-13.2%

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 -0.8%

Total return

-0.8%

Start / end P/E

20.2x → 19.8x

EPS bridge

23.84 → 23.81

Residual

+0.0%

EPS growth-0.1%
Multiple rerating-2.0%
Dividend+1.3%
Residual / FX / buybacks / cross-term+0.0%

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.