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2698.T$3155.00-1.10%
Fair $3155.00+0.0%

2698.T

Can Do Co., Ltd.

Consumer Defensive / Discount StoresTokyo

$3155.00

-35.00 (-1.10%)

Fairly Valued+0.0%Fair Value $3155.00Fund rank 29/100 · Data gapFallback financials|
SA 31/D
F-Score: 6/9
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 19%

FCF escenarios

weak_data · normalized FCF $-110.0M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

31/100

D

Piotroski

6/9

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 4.2%, below the 5% threshold
Thesis & Journal · 2698.TLocal privado en este navegador · Can Do 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

$50.5B

P/E

113.7x

↑

EV/EBITDA

22.0x

↑

ROE

4.2%

↓

Gross Margin

38.5%

↑

Debt/Equity

0.38

↑
52-Week Range$3155
$3110$3925

TradingView lightweight chart

2698.T price, volumen y niveles de valoración

Último $3,155Periodo +215.5%
Fair value: $3,155

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2026 · 4 años de histórico normalizado

Revenue CAGR

+4.2%

FCF CAGR

+49.1%

FCF margin

2.9%

FCF / Net income

5.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $87.06B · net income $446.0M · FCF $2.51B

2022-FY → 2026-FY

Gross margin

38.5%+0.7% pts

Operating margin

1.8%+1.2% pts

Net margin

0.5%+0.7% pts

FCF margin

2.9%+2.2% pts
MetricTTM
2026
2025
2024
2022
Income Statement
Revenue$87.06B$87.06B$83.38B$80.36B$73.72B
Net Income$446.0M$446.0M$-163.0M$-1.17B$-175.0M
EBITDA$2.27B$2.27B$1.41B$676.0M$1.55B
EPS27.8927.89-15.83-72.98-10.98
Gross Margin38.5%38.5%38.0%36.9%37.7%
Operating Margin1.8%1.8%1.0%0.3%0.5%
Net Margin0.5%0.5%-0.2%-1.5%-0.2%
Balance Sheet
Debt/Equity0.380.380.370.360.07
Current Ratio1.071.07———
Cash Flow
Free Cash Flow$2.51B$2.51B$-110.0M$-2.53B$507.0M
Returns
ROE4.2%4.2%-1.6%-10.9%-1.4%
Valuation
P/E113.69113.69———
EV/EBITDA21.9721.9740.5964.7519.98
P/B4.794.795.334.012.81
Growth & Yield
Revenue Growth4.4%4.4%3.8%9.0%—
EPS Growth276.2%276.2%78.3%-564.7%—
Dividend Yield0.5%0.5%———

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

115.7%

muy exigente

EPS terminal req.

$279.95

Spread vs growth

160.5%

5Y implied EPS CAGR

64.8%

muy exigente

EPS terminal req.

$338.74

Spread vs growth

211.4%

10Y implied EPS CAGR

34.6%

muy exigente

EPS terminal req.

$545.55

Spread vs growth

241.6%

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 -11.2%

Total return

-11.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-15.83 → 27.89

Residual

-11.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term-11.7%

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.