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2751.T$3450.00-0.29%
Fair $3450.00+0.0%

2751.T

TENPOS HOLDINGS Co.,Ltd.

Consumer Cyclical / Specialty RetailTokyo

$3450.00

-10.00 (-0.29%)

Fairly Valued+0.0%Fair Value $3450.00Fund rank 34/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9

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 $697.0M · quality 65.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

48/100

C

Piotroski

5/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 2751.TLocal privado en este navegador · TENPOS HOLDINGS 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

$41.5B

P/E

22.9x

↑

EV/EBITDA

10.7x

↑

ROE

12.9%

↑

Gross Margin

37.7%

↑

Debt/Equity

0.12

↓
52-Week Range$3450
$3310$4070

TradingView lightweight chart

2751.T price, volumen y niveles de valoración

Último $3,450Periodo +1117.6%
Fair value: $3,450

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

+17.5%

FCF CAGR

-30.9%

FCF margin

1.5%

FCF / Net income

0.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $47.05B · net income $2.06B · FCF $697.0M

2022-FY → 2025-FY

Gross margin

37.7%+0.3% pts

Operating margin

5.7%-0.8% pts

Net margin

4.4%-1.0% pts

FCF margin

1.5%-5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$47.05B$47.05B$37.07B$31.28B$29.01B
Net Income$2.06B$2.06B$1.97B$1.43B$1.56B
EBITDA$3.23B$3.23B$3.33B$2.42B$2.88B
EPS169.05169.05162.10118.05130.12
Gross Margin37.7%37.7%38.7%38.5%37.4%
Operating Margin5.7%5.7%7.6%7.1%6.5%
Net Margin4.4%4.4%5.3%4.6%5.4%
Balance Sheet
Debt/Equity0.120.120.180.010.04
Current Ratio2.382.38———
Cash Flow
Free Cash Flow$697.0M$697.0M$2.26B$461.0M$2.12B
Returns
ROE12.9%12.9%14.1%10.9%13.3%
Valuation
P/E22.9222.9220.0521.4517.68
EV/EBITDA10.6510.659.488.416.18
P/B2.622.622.832.332.36
Growth & Yield
Revenue Growth26.9%26.9%18.5%7.8%—
EPS Growth4.3%4.3%37.3%-9.3%—
Dividend Yield0.3%0.3%———

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

21.9%

exigente

EPS terminal req.

$306.13

Spread vs growth

-17.6%

5Y implied EPS CAGR

17.0%

exigente

EPS terminal req.

$370.42

Spread vs growth

-12.7%

10Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$596.56

Spread vs growth

-9.2%

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 +1.9%

Total return

+1.9%

Start / end P/E

20.9x → 20.4x

EPS bridge

162.10 → 169.05

Residual

-0.1%

EPS growth+4.3%
Multiple rerating-2.6%
Dividend+0.3%
Residual / FX / buybacks / cross-term-0.1%

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.