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2685.T$3230.00+0.00%
Fair $3230.00+0.0%

2685.T

and ST HD Co.,Ltd.

Consumer Cyclical / Apparel ManufacturingTokyo

$3230.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $3230.00Fund rank 35/100 · Data gapFallback financials|
SA 58/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $10.0B · quality 71.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

58/100

C

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 · 2685.TLocal privado en este navegador · and ST HD 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

$149.0B

P/E

15.7x

↓

EV/EBITDA

4.5x

↓

ROE

11.7%

↑

Gross Margin

54.6%

↑

Debt/Equity

0.09

↓
52-Week Range$3230
$2569$3285

TradingView lightweight chart

2685.T price, volumen y niveles de valoración

Último $3,230Periodo +666.2%
Fair value: $3,230

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+7.9%

FCF CAGR

+31.5%

FCF margin

2.2%

FCF / Net income

0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $304.35B · net income $9.50B · FCF $6.72B

2023-FY → 2026-FY

Gross margin

54.6%-0.1% pts

Operating margin

5.4%+0.7% pts

Net margin

3.1%+0.0% pts

FCF margin

2.2%+1.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$304.35B$304.35B$293.11B$275.60B$242.55B
Net Income$9.50B$9.50B$9.61B$13.51B$7.54B
EBITDA$29.25B$29.25B$26.41B$27.66B$20.68B
EPS205.86205.86208.93297.75166.37
Gross Margin54.6%54.6%54.7%55.3%54.7%
Operating Margin5.4%5.4%5.3%6.5%4.7%
Net Margin3.1%3.1%3.3%4.9%3.1%
Balance Sheet
Debt/Equity0.090.090.120.130.14
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$6.72B$6.72B$9.98B$13.23B$2.95B
Returns
ROE11.7%11.7%12.5%19.3%12.7%
Valuation
P/E15.7015.7013.8812.3113.91
EV/EBITDA4.484.484.595.494.67
P/B1.831.831.732.371.77
Growth & Yield
Revenue Growth3.8%3.8%6.4%13.6%—
EPS Growth-1.5%-1.5%-29.8%79.0%—
Dividend Yield2.8%2.8%———

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

11.7%

razonable

EPS terminal req.

$286.61

Spread vs growth

-13.1%

5Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$346.80

Spread vs growth

-12.5%

10Y implied EPS CAGR

10.5%

razonable

EPS terminal req.

$558.52

Spread vs growth

-12.0%

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 +18.0%

Total return

+18.0%

Start / end P/E

13.4x → 15.7x

EPS bridge

208.93 → 205.86

Residual

-0.2%

EPS growth-1.5%
Multiple rerating+17.0%
Dividend+2.8%
Residual / FX / buybacks / cross-term-0.2%

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.