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2435.T$207.00-1.43%
Fair $207.00+0.0%

2435.T

CEDAR.Co.,Ltd.

Healthcare / Medical Care FacilitiesTokyo

$207.00

-3.00 (-1.43%)

Fairly Valued+0.0%Fair Value $207.00Fund rank 23/100 · Data gapFallback financials|
SA 28/D
F-Score: 8/9
High Debt

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 14%

FCF escenarios

weak_data · normalized FCF $394.0M · quality 25.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

28/100

D

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Debt-to-Equity ratio is 9.74, above the 2.0 threshold
Thesis & Journal · 2435.TLocal privado en este navegador · CEDAR.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

$2.3B

P/E

4.4x

↓

EV/EBITDA

9.2x

↓

ROE

29.9%

↑

Gross Margin

13.1%

↓

Debt/Equity

9.74

↑
52-Week Range$207
$201$372

TradingView lightweight chart

2435.T price, volumen y niveles de valoración

Último $207.00Periodo -59.5%
Fair value: $207.00

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

+4.2%

FCF CAGR

—

FCF margin

1.5%

FCF / Net income

0.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.83B · net income $444.0M · FCF $275.0M

2022-FY → 2025-FY

Gross margin

13.1%+3.3% pts

Operating margin

5.0%+3.8% pts

Net margin

2.5%+4.5% pts

FCF margin

1.5%+7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$17.83B$17.83B$17.30B$16.44B$15.75B
Net Income$444.0M$444.0M$203.0M$-276.0M$-319.0M
EBITDA$1.66B$1.66B$1.45B$831.0M$726.0M
EPS39.6539.6518.12-24.66-28.36
Gross Margin13.1%13.1%12.8%9.7%9.8%
Operating Margin5.0%5.0%4.4%0.8%1.2%
Net Margin2.5%2.5%1.2%-1.7%-2.0%
Balance Sheet
Debt/Equity9.749.7414.0217.5913.69
Current Ratio0.740.74———
Cash Flow
Free Cash Flow$275.0M$275.0M$995.0M$394.0M$-984.0M
Returns
ROE29.9%29.9%18.7%-31.0%-27.6%
Valuation
P/E4.444.4413.36——
EV/EBITDA9.259.2511.2219.8723.27
P/B1.561.562.502.151.60
Growth & Yield
Revenue Growth3.0%3.0%5.2%4.4%—
EPS Growth118.8%118.8%173.5%13.0%—
Dividend Yield3.8%3.8%———

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

-22.6%

fácil

EPS terminal req.

$18.37

Spread vs growth

141.4%

5Y implied EPS CAGR

-10.9%

fácil

EPS terminal req.

$22.23

Spread vs growth

129.8%

10Y implied EPS CAGR

-1.0%

fácil

EPS terminal req.

$35.79

Spread vs growth

119.8%

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 -36.4%

Total return

-36.4%

Start / end P/E

19.1x → 5.2x

EPS bridge

18.12 → 39.65

Residual

-86.3%

EPS growth+118.8%
Multiple rerating-72.7%
Dividend+3.8%
Residual / FX / buybacks / cross-term-86.3%

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.