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2778.T$110.00+0.00%
Fair $110.00+0.0%

2778.T

Palemo Holdings Co.,Ltd.

Consumer Cyclical / Apparel RetailTokyo

$110.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $110.00Fund rank 22/100 · Data gapFallback financials|
SA 20/D
F-Score: 5/9
Declining RevenueMargin CompressionLow 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 16%

FCF escenarios

weak_data · normalized FCF $119.2M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

20/100

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: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is 1.4%, below the 5% threshold
Thesis & Journal · 2778.TLocal privado en este navegador · Palemo 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

$1.3B

P/E

74.8x

↑

EV/EBITDA

9.5x

↑

ROE

1.4%

↓

Gross Margin

52.7%

↑

Debt/Equity

1.04

↑
52-Week Range$110
$108$179

TradingView lightweight chart

2778.T price, volumen y niveles de valoración

Último $110.00Periodo -88.5%
Fair value: $110.00

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

-7.0%

FCF CAGR

—

FCF margin

-3.1%

FCF / Net income

-20.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.08B · net income $21.4M · FCF $-439.0M

2023-FY → 2026-FY

Gross margin

52.7%+0.5% pts

Operating margin

1.4%-1.7% pts

Net margin

0.2%-3.1% pts

FCF margin

-3.1%-3.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$14.08B$14.08B$15.04B$15.94B$17.51B
Net Income$21.4M$21.4M$-47.6M$411.8M$562.0M
EBITDA$206.1M$206.1M$153.7M$725.9M$731.5M
EPS1.471.47—28.3641.13
Gross Margin52.7%52.7%52.5%51.9%52.2%
Operating Margin1.4%1.4%1.4%2.3%3.0%
Net Margin0.2%0.2%-0.3%2.6%3.2%
Balance Sheet
Debt/Equity1.041.041.221.782.80
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$-439.0M$-439.0M$119.2M$428.8M$10.8M
Returns
ROE1.4%1.4%-3.0%25.1%45.1%
Valuation
P/E74.8374.83—6.035.32
EV/EBITDA9.559.559.893.384.70
P/B1.011.011.031.512.40
Growth & Yield
Revenue Growth-6.4%-6.4%-5.6%-9.0%—
EPS Growth———-31.0%—

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

88.0%

muy exigente

EPS terminal req.

$9.76

Spread vs growth

-94.3%

5Y implied EPS CAGR

51.7%

muy exigente

EPS terminal req.

$11.81

Spread vs growth

-58.1%

10Y implied EPS CAGR

29.2%

muy exigente

EPS terminal req.

$19.02

Spread vs growth

-35.5%

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 -33.7%

Total return

-33.7%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 1.47

Residual

-33.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-33.7%

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.