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2674.T$2354.00-0.97%
Fair $2354.00+0.0%

2674.T

Hard Off Corporation Co.,Ltd.

Consumer Cyclical / Specialty RetailTokyo

$2354.00

-23.00 (-0.97%)

Fairly Valued+0.0%Fair Value $2354.00Fund rank 35/100 · Data gapFallback financials|
SA 69/B
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $737.7M · quality 74.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

69/100

B

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 2674.TLocal privado en este navegador · Hard Off Corporation 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

$32.8B

P/E

13.1x

↓

EV/EBITDA

8.0x

↓

ROE

12.7%

↑

Gross Margin

68.6%

↑

Debt/Equity

0.17

↓
52-Week Range$2354
$1674$2548

TradingView lightweight chart

2674.T price, volumen y niveles de valoración

Último $2,354Periodo +118.0%
Fair value: $2,354

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

+11.0%

FCF CAGR

-12.0%

FCF margin

2.0%

FCF / Net income

0.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.53B · net income $2.31B · FCF $656.4M

2022-FY → 2025-FY

Gross margin

68.6%-0.1% pts

Operating margin

9.6%+3.4% pts

Net margin

6.9%+2.6% pts

FCF margin

2.0%-2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.53B$33.53B$30.11B$27.04B$24.51B
Net Income$2.31B$2.31B$2.09B$1.65B$1.04B
EBITDA$4.12B$4.12B$3.59B$3.01B$2.14B
EPS166.52166.52150.62119.1375.06
Gross Margin68.6%68.6%68.6%68.8%68.7%
Operating Margin9.6%9.6%9.3%8.6%6.2%
Net Margin6.9%6.9%7.0%6.1%4.3%
Balance Sheet
Debt/Equity0.170.170.140.140.16
Current Ratio1.891.89———
Cash Flow
Free Cash Flow$656.4M$656.4M$737.7M$903.4M$963.6M
Returns
ROE12.7%12.7%12.4%10.8%7.6%
Valuation
P/E13.1213.1210.8810.4310.46
EV/EBITDA7.997.996.185.484.92
P/B1.791.791.351.130.80
Growth & Yield
Revenue Growth11.4%11.4%11.3%10.3%—
EPS Growth10.6%10.6%26.4%58.7%—
Dividend Yield3.9%3.9%———

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

7.8%

razonable

EPS terminal req.

$208.88

Spread vs growth

2.7%

5Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$252.74

Spread vs growth

1.9%

10Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$407.04

Spread vs growth

1.2%

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 +38.7%

Total return

+38.7%

Start / end P/E

11.6x → 14.1x

EPS bridge

150.62 → 166.52

Residual

+2.3%

EPS growth+10.6%
Multiple rerating+21.9%
Dividend+3.9%
Residual / FX / buybacks / cross-term+2.3%

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.