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274A.T$2234.00-1.24%
Fair $2234.00+0.0%

274A.T

274A.T

Consumer Cyclical / RestaurantsTokyo

$2234.00

-28.00 (-1.24%)

Fairly Valued+0.0%Fair Value $2234.00Fund rank 34/100 · Data gapFallback financials|
SA 35/D
F-Score: 3/9

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 $711.2M · quality 64.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

35/100

D

Piotroski

3/9

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 · 274A.TLocal privado en este navegador · 274A.T
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

$16.0B

P/E

27.6x

↑

EV/EBITDA

8.8x

↓

ROE

8.1%

↑

Gross Margin

69.4%

↑

Debt/Equity

0.95

↑
52-Week Range$2234
$2036$2649

TradingView lightweight chart

274A.T price, volumen y niveles de valoración

Último $2,234Periodo -22.8%
Fair value: $2,234

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

+14.8%

FCF CAGR

-18.9%

FCF margin

2.9%

FCF / Net income

0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.90B · net income $625.8M · FCF $512.5M

2023-FY → 2026-FY

Gross margin

69.4%+0.3% pts

Operating margin

7.3%+4.2% pts

Net margin

3.5%+1.4% pts

FCF margin

2.9%-5.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$17.90B$17.90B$17.16B$15.31B$11.84B
Net Income$625.8M$625.8M$1.21B$1.07B$252.5M
EBITDA$1.58B$1.58B$2.12B$2.02B$851.5M
EPS80.9580.95—213.1438.26
Gross Margin69.4%69.4%70.8%69.8%69.1%
Operating Margin7.3%7.3%10.8%9.9%3.1%
Net Margin3.5%3.5%7.0%7.0%2.1%
Balance Sheet
Debt/Equity0.950.950.722.824.29
Current Ratio3.153.15———
Cash Flow
Free Cash Flow$512.5M$512.5M$711.2M$1.38B$961.5M
Returns
ROE8.1%8.1%15.2%46.2%20.9%
Valuation
P/E27.5927.59———
EV/EBITDA8.808.806.65——
P/B2.242.242.40——
Growth & Yield
Revenue Growth4.3%4.3%12.1%29.3%—
EPS Growth———457.0%—
Dividend Yield4.0%4.0%———

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

34.8%

muy exigente

EPS terminal req.

$198.23

Spread vs growth

-30.5%

5Y implied EPS CAGR

24.3%

exigente

EPS terminal req.

$239.86

Spread vs growth

-20.0%

10Y implied EPS CAGR

16.9%

exigente

EPS terminal req.

$386.29

Spread vs growth

-12.6%

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 +0.6%

Total return

+0.6%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 80.95

Residual

-3.4%

EPS growthn/d
Multiple reratingn/d
Dividend+4.0%
Residual / FX / buybacks / cross-term-3.4%

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.