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2767.T$1382.00-0.07%
Fair $1382.00+0.0%

2767.T

Tsuburaya Fields Holdings Inc.

Consumer Cyclical / GamblingTokyo

$1382.00

-1.00 (-0.07%)

Fairly Valued+0.0%Fair Value $1382.00Fund rank 36/100 · Data gapFallback financials|
SA 55/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 $6.4B · quality 73.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

55/100

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 · 2767.TLocal privado en este navegador · Tsuburaya Fields Holdings 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

$86.0B

P/E

6.6x

↓

EV/EBITDA

3.7x

↓

ROE

21.7%

↑

Gross Margin

25.1%

↓

Debt/Equity

0.22

↓
52-Week Range$1382
$1355$2498

TradingView lightweight chart

2767.T price, volumen y niveles de valoración

Último $1,382Periodo +360.7%
Fair value: $1,382

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

+14.0%

FCF CAGR

-2.0%

FCF margin

4.5%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $140.58B · net income $11.16B · FCF $6.39B

2022-FY → 2025-FY

Gross margin

25.1%+8.5% pts

Operating margin

10.9%+7.2% pts

Net margin

7.9%+5.3% pts

FCF margin

4.5%-2.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$140.58B$140.58B$141.92B$117.13B$94.90B
Net Income$11.16B$11.16B$11.70B$8.22B$2.47B
EBITDA$17.82B$17.82B$15.18B$12.25B$5.01B
EPS178.32178.32176.11125.7438.09
Gross Margin25.1%25.1%18.6%21.6%16.6%
Operating Margin10.9%10.9%8.3%9.4%3.6%
Net Margin7.9%7.9%8.2%7.0%2.6%
Balance Sheet
Debt/Equity0.220.220.290.340.42
Current Ratio2.982.98———
Cash Flow
Free Cash Flow$6.39B$6.39B$3.80B$11.22B$6.79B
Returns
ROE21.7%21.7%24.4%21.0%8.1%
Valuation
P/E6.616.619.0715.4011.47
EV/EBITDA3.743.745.528.441.74
P/B1.681.682.193.230.93
Growth & Yield
Revenue Growth-0.9%-0.9%21.2%23.4%—
EPS Growth1.3%1.3%40.1%230.1%—
Dividend Yield5.1%5.1%———

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%

fácil

EPS terminal req.

$122.63

Spread vs growth

13.0%

5Y implied EPS CAGR

-3.6%

fácil

EPS terminal req.

$148.38

Spread vs growth

4.9%

10Y implied EPS CAGR

3.0%

fácil

EPS terminal req.

$238.97

Spread vs growth

-1.7%

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 -15.7%

Total return

-15.7%

Start / end P/E

9.9x → 7.8x

EPS bridge

176.11 → 178.32

Residual

-0.3%

EPS growth+1.3%
Multiple rerating-21.7%
Dividend+5.1%
Residual / FX / buybacks / cross-term-0.3%

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.