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2664.T$3300.00+0.91%
Fair $3300.00+0.0%

2664.T

Cawachi Limited

Healthcare / Pharmaceutical RetailersTokyo

$3300.00

+30.00 (+0.91%)

Fairly Valued+0.0%Fair Value $3300.00Fund rank 34/100 · Data gapFallback financials|
SA 56/C
F-Score: 7/9
Low Profitability

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 $3.2B · quality 70.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

56/100

C

Piotroski

7/9

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. ROE is 4.3%, below the 5% threshold
Thesis & Journal · 2664.TLocal privado en este navegador · Cawachi Limited
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

$73.7B

P/E

23.1x

↑

EV/EBITDA

4.7x

↓

ROE

4.3%

↑

Gross Margin

23.2%

↓

Debt/Equity

0.15

↓
52-Week Range$3300
$2726$3400

TradingView lightweight chart

2664.T price, volumen y niveles de valoración

Último $3,310Periodo -20.8%
Fair value: $3,300

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

+1.0%

FCF CAGR

+10.8%

FCF margin

1.1%

FCF / Net income

0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $287.82B · net income $4.88B · FCF $3.22B

2022-FY → 2025-FY

Gross margin

23.2%+0.6% pts

Operating margin

2.6%-0.2% pts

Net margin

1.7%-0.0% pts

FCF margin

1.1%+0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$287.82B$287.82B$285.96B$281.87B$279.46B
Net Income$4.88B$4.88B$4.71B$4.18B$4.83B
EBITDA$11.36B$11.36B$11.49B$10.96B$12.16B
EPS218.48218.48210.79186.85216.07
Gross Margin23.2%23.2%23.0%22.7%22.6%
Operating Margin2.6%2.6%2.7%2.3%2.8%
Net Margin1.7%1.7%1.6%1.5%1.7%
Balance Sheet
Debt/Equity0.150.150.150.180.22
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$3.22B$3.22B$1.02B$4.11B$2.37B
Returns
ROE4.3%4.3%4.2%3.9%4.6%
Valuation
P/E23.0823.0812.3611.9010.08
EV/EBITDA4.734.733.422.812.69
P/B0.640.640.520.460.47
Growth & Yield
Revenue Growth0.6%0.6%1.5%0.9%—
EPS Growth3.6%3.6%12.8%-13.5%—
Dividend Yield3.0%3.0%———

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

10.3%

razonable

EPS terminal req.

$292.82

Spread vs growth

-6.6%

5Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$354.31

Spread vs growth

-6.5%

10Y implied EPS CAGR

10.1%

razonable

EPS terminal req.

$570.62

Spread vs growth

-6.4%

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 +22.0%

Total return

+22.0%

Start / end P/E

13.2x → 15.2x

EPS bridge

210.79 → 218.48

Residual

+0.5%

EPS growth+3.6%
Multiple rerating+14.8%
Dividend+3.0%
Residual / FX / buybacks / cross-term+0.5%

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.