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2673.T$93.00-1.04%
Fair $93.00+0.0%

2673.T

YUMEMITSUKETAI Co.,Ltd.

Consumer Cyclical / Internet RetailTokyo

$93.00

-1.00 (-1.04%)

Fairly Valued+0.0%Fair Value $93.00Fund rank 25/100 · Data gapFallback financials|
SA 32/D
F-Score: 2/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-59.3M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

32/100

D

Piotroski

2/9

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 3.7%, below the 5% threshold
Thesis & Journal · 2673.TLocal privado en este navegador · YUMEMITSUKETAI 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

$941M

P/E

6.1x

↓

EV/EBITDA

15.5x

↑

ROE

3.7%

↓

Gross Margin

64.7%

↑

Debt/Equity

0.29

↓
52-Week Range$93
$93$405

TradingView lightweight chart

2673.T price, volumen y niveles de valoración

Último $95.00Periodo -62.0%
Fair value: $93.00

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

-23.1%

FCF CAGR

—

FCF margin

-23.6%

FCF / Net income

-0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $251.2M · net income $90.5M · FCF $-59.3M

2022-FY → 2025-FY

Gross margin

64.7%+19.1% pts

Operating margin

-5.3%-4.4% pts

Net margin

36.0%+21.3% pts

FCF margin

-23.6%-19.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$251.2M$251.2M$541.1M$262.9M$553.4M
Net Income$90.5M$90.5M$140.3M$22.5M$81.2M
EBITDA$104.2M$104.2M$155.3M$42.3M$104.2M
EPS8.948.9413.872.228.03
Gross Margin64.7%64.7%46.6%63.4%45.6%
Operating Margin-5.3%-5.3%11.7%-13.6%-0.9%
Net Margin36.0%36.0%25.9%8.5%14.7%
Balance Sheet
Debt/Equity0.290.290.290.470.47
Current Ratio1.511.51———
Cash Flow
Free Cash Flow$-59.3M$-59.3M$246.3M$-69.3M$-20.2M
Returns
ROE3.7%3.7%5.7%1.1%3.7%
Valuation
P/E6.076.078.0749.1014.94
EV/EBITDA15.4915.4911.5948.1219.93
P/B0.390.390.460.530.55
Growth & Yield
Revenue Growth-53.6%-53.6%105.8%-52.5%—
EPS Growth-35.5%-35.5%524.8%-72.4%—

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

-2.6%

fácil

EPS terminal req.

$8.25

Spread vs growth

-32.9%

5Y implied EPS CAGR

2.2%

fácil

EPS terminal req.

$9.99

Spread vs growth

-37.8%

10Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$16.08

Spread vs growth

-41.6%

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 -34.0%

Total return

-34.0%

Start / end P/E

10.4x → 10.6x

EPS bridge

13.87 → 8.94

Residual

-0.8%

EPS growth-35.5%
Multiple rerating+2.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.8%

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.