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2764.T$137.00-3.52%
Fair $137.00+0.0%

2764.T

Hiramatsu Inc.

Consumer Cyclical / RestaurantsTokyo

$137.00

-5.00 (-3.52%)

Fairly Valued+0.0%Fair Value $137.00Fund rank 25/100 · Data gapFallback financials|
SA 38/D
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-303.0M · quality 40.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

38/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 2764.TLocal privado en este navegador · Hiramatsu Inc.
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

$9.7B

P/E

44.1x

↑

EV/EBITDA

3.7x

↓

ROE

26.0%

↑

Gross Margin

56.2%

↑

Debt/Equity

0.65

↑
52-Week Range$137
$107$180

TradingView lightweight chart

2764.T price, volumen y niveles de valoración

Último $137.00Periodo -63.9%
Fair value: $137.00

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

+5.0%

FCF CAGR

—

FCF margin

-4.8%

FCF / Net income

-0.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.66B · net income $1.53B · FCF $-509.2M

2022-FY → 2025-FY

Gross margin

56.2%+2.5% pts

Operating margin

2.3%+25.2% pts

Net margin

14.4%+41.1% pts

FCF margin

-4.8%-1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.66B$10.66B$13.86B$12.38B$9.22B
Net Income$1.53B$1.53B$-153.1M$-904.0M$-2.47B
EBITDA$1.92B$1.92B$741.5M$33.8M$-1.49B
EPS21.1621.16-2.17-12.79-41.72
Gross Margin56.2%56.2%58.4%57.9%53.8%
Operating Margin2.3%2.3%1.9%-5.0%-22.9%
Net Margin14.4%14.4%-1.1%-7.3%-26.8%
Balance Sheet
Debt/Equity0.650.653.353.232.72
Current Ratio2.212.21———
Cash Flow
Free Cash Flow$-509.2M$-509.2M$444.3M$-303.0M$-334.0M
Returns
ROE26.0%26.0%-3.5%-20.0%-45.8%
Valuation
P/E44.0544.05———
EV/EBITDA3.693.6938.64678.84—
P/B1.681.684.533.002.13
Growth & Yield
Revenue Growth-23.1%-23.1%12.0%34.2%—
EPS Growth1075.1%1075.1%83.0%69.3%—
Dividend Yield1.7%1.7%———

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

-16.9%

fácil

EPS terminal req.

$12.16

Spread vs growth

1092.0%

5Y implied EPS CAGR

-7.0%

fácil

EPS terminal req.

$14.71

Spread vs growth

1082.1%

10Y implied EPS CAGR

1.1%

fácil

EPS terminal req.

$23.69

Spread vs growth

1074.0%

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 +1.7%

Total return

+1.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.17 → 21.16

Residual

+0.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.7%
Residual / FX / buybacks / cross-term+0.0%

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.