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2782.T$3705.00-2.24%
Fair $3705.00+0.0%

2782.T

Seria Co., Ltd.

Consumer Defensive / Discount StoresTokyo

$3705.00

-85.00 (-2.24%)

Fairly Valued+0.0%Fair Value $3705.00Fund rank 36/100 · Data gapFallback financials|
SA 60/B
F-Score: 7/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.9B · quality 76.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

60/100

B

Piotroski

7/9

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 · 2782.TLocal privado en este navegador · Seria 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

$232.2B

P/E

16.9x

↑

EV/EBITDA

10.4x

↑

ROE

10.4%

↑

Gross Margin

41.4%

↑

Debt/Equity

0.01

↓
52-Week Range$3705
$2610$4435

TradingView lightweight chart

2782.T price, volumen y niveles de valoración

Último $3,710Periodo +185.4%
Fair value: $3,705

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

+4.3%

FCF CAGR

-7.0%

FCF margin

4.5%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $236.33B · net income $11.22B · FCF $10.75B

2022-FY → 2025-FY

Gross margin

41.4%-1.9% pts

Operating margin

7.1%-2.9% pts

Net margin

4.7%-2.1% pts

FCF margin

4.5%-1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$236.33B$236.33B$223.20B$212.36B$208.08B
Net Income$11.22B$11.22B$9.82B$10.25B$14.30B
EBITDA$21.33B$21.33B$19.34B$19.95B$25.38B
EPS149.09149.09130.56136.29188.73
Gross Margin41.4%41.4%41.3%41.9%43.4%
Operating Margin7.1%7.1%6.8%7.3%10.1%
Net Margin4.7%4.7%4.4%4.8%6.9%
Balance Sheet
Debt/Equity0.010.010.020.020.02
Current Ratio2.962.96———
Cash Flow
Free Cash Flow$10.75B$10.75B$6.92B$6.69B$13.37B
Returns
ROE10.4%10.4%9.6%10.5%15.5%
Valuation
P/E16.9016.9022.4718.4514.62
EV/EBITDA10.3710.378.656.826.14
P/B2.582.582.161.942.26
Growth & Yield
Revenue Growth5.9%5.9%5.1%2.1%—
EPS Growth14.2%14.2%-4.2%-27.8%—
Dividend Yield2.2%2.2%———

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

30.2%

muy exigente

EPS terminal req.

$328.76

Spread vs growth

-16.0%

5Y implied EPS CAGR

21.7%

exigente

EPS terminal req.

$397.80

Spread vs growth

-7.5%

10Y implied EPS CAGR

15.7%

exigente

EPS terminal req.

$640.65

Spread vs growth

-1.5%

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

21.6x → 24.9x

EPS bridge

130.56 → 149.09

Residual

+2.2%

EPS growth+14.2%
Multiple rerating+15.2%
Dividend+2.2%
Residual / FX / buybacks / cross-term+2.2%

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.