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3082.T$980.00+0.00%
Fair $980.00+0.0%

3082.T

KICHIRI HOLDINGS & Co.,Ltd.

Consumer Cyclical / RestaurantsTokyo

$980.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $980.00Fund rank 24/100 · Data gapFallback financials|
SA 34/D
F-Score: 8/9
High Debt

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 35% · confianza 12%

FCF escenarios

weak_data · normalized FCF $394.5M · quality 31.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

34/100

D

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Debt-to-Equity ratio is 2.10, above the 2.0 threshold
Thesis & Journal · 3082.TLocal privado en este navegador · KICHIRI 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

$11.1B

P/E

40.6x

↑

EV/EBITDA

16.1x

↑

ROE

14.3%

↑

Gross Margin

71.9%

↑

Debt/Equity

2.10

↑
52-Week Range$980
$865$996

TradingView lightweight chart

3082.T price, volumen y niveles de valoración

Último $980.00Periodo +1655.2%
Fair value: $980.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+34.8%

FCF CAGR

—

FCF margin

2.9%

FCF / Net income

1.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.75B · net income $256.6M · FCF $394.5M

2021-FY → 2024-FY

Gross margin

71.9%+1.5% pts

Operating margin

5.7%+30.1% pts

Net margin

1.9%+11.6% pts

FCF margin

2.9%+20.7% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$13.75B$13.75B$10.94B$6.92B$5.62B
Net Income$256.6M$256.6M$-253.2M$151.3M$-544.5M
EBITDA$698.2M$698.2M$-22.7M$574.3M$-447.2M
EPS23.9823.98-25.0114.90—
Gross Margin71.9%71.9%71.5%70.7%70.4%
Operating Margin5.7%5.7%-0.8%-16.2%-24.4%
Net Margin1.9%1.9%-2.3%2.2%-9.7%
Balance Sheet
Debt/Equity2.102.108.025.497.92
Current Ratio1.351.35———
Cash Flow
Free Cash Flow$394.5M$394.5M$-321.3M$672.2M$-1.00B
Returns
ROE14.3%14.3%-45.6%16.2%-68.5%
Valuation
P/E40.6540.65—24.50—
EV/EBITDA16.1416.14—9.19—
P/B5.845.8415.583.967.70
Growth & Yield
Revenue Growth25.6%25.6%58.1%23.2%—
EPS Growth195.9%195.9%-267.9%——
Dividend Yield0.8%0.8%———

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

53.6%

muy exigente

EPS terminal req.

$86.96

Spread vs growth

142.2%

5Y implied EPS CAGR

34.4%

muy exigente

EPS terminal req.

$105.22

Spread vs growth

161.5%

10Y implied EPS CAGR

21.6%

exigente

EPS terminal req.

$169.46

Spread vs growth

174.3%

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 +9.3%

Total return

+9.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-25.01 → 23.98

Residual

+8.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.8%
Residual / FX / buybacks / cross-term+8.5%

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.