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247A.T$649.00-3.71%
Fair $649.00+0.0%

247A.T

247A.T

Consumer Defensive / Household & Personal ProductsTokyo

$649.00

-25.00 (-3.71%)

Fairly Valued+0.0%Fair Value $649.00Fund rank 32/100 · Data gapFallback financials|
SA 34/D
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $861.5M · quality 57.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

34/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 247A.TLocal privado en este navegador · 247A.T
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

$42.1B

P/E

16.0x

↑

EV/EBITDA

14.4x

↑

ROE

51.5%

↑

Gross Margin

78.4%

↑

Debt/Equity

0.51

↑
52-Week Range$649
$646$2146

TradingView lightweight chart

247A.T price, volumen y niveles de valoración

Último $649.00Periodo +28.5%
Fair value: $649.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+97.4%

FCF CAGR

+1117.6%

FCF margin

7.5%

FCF / Net income

0.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.21B · net income $1.70B · FCF $1.06B

2023-FY → 2025-FY

Gross margin

78.4%+33.7% pts

Operating margin

17.5%+9.1% pts

Net margin

12.0%+19.2% pts

FCF margin

7.5%+7.3% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$14.21B$14.21B$7.06B$3.65B
Net Income$1.70B$1.70B$825.1M$-264.4M
EBITDA$2.48B$2.48B$1.18B$-358.0M
EPS——27.50-4.65
Gross Margin78.4%78.4%78.1%44.7%
Operating Margin17.5%17.5%17.8%8.4%
Net Margin12.0%12.0%11.7%-7.3%
Balance Sheet
Debt/Equity0.510.512.014.21
Current Ratio1.931.93——
Cash Flow
Free Cash Flow$1.06B$1.06B$861.5M$7.2M
Returns
ROE51.5%51.5%73.1%-87.1%
Valuation
P/E15.9715.97——
EV/EBITDA14.3914.39——
P/B11.4511.45——
Growth & Yield
Revenue Growth101.2%101.2%93.7%—
EPS Growth——691.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -36.9%

Total return

-36.9%

Start / end P/E

n/dx → n/dx

EPS bridge

27.50 → n/d

Residual

-36.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-36.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.