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3111.T$183.00+0.00%
Fair $183.00+0.0%

3111.T

Omikenshi Co., Ltd.

Consumer Cyclical / Textile ManufacturingTokyo

$183.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $183.00Fund rank 25/100 · Data gapFallback financials|
SA 15/F
F-Score: 5/9
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-1.5B · quality 50.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

15/100

F

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: 1unknown: 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. Debt-to-Equity ratio is 3.88, above the 2.0 threshold
Thesis & Journal · 3111.TLocal privado en este navegador · Omikenshi 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

$1.2B

P/E

4.9x

↓

EV/EBITDA

12.3x

↑

ROE

15.6%

↑

Gross Margin

40.7%

↑

Debt/Equity

3.88

↑
52-Week Range$183
$177$313

TradingView lightweight chart

3111.T price, volumen y niveles de valoración

Último $183.00Periodo -71.8%
Fair value: $183.00

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

-42.6%

FCF / Net income

-4.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.41B · net income $300.0M · FCF $-1.45B

2022-FY → 2025-FY

Gross margin

40.7%+5.1% pts

Operating margin

6.9%+2.5% pts

Net margin

8.8%+18.2% pts

FCF margin

-42.6%-7.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.41B$3.41B$3.03B$3.12B$3.98B
Net Income$300.0M$300.0M$-2.42B$-1.11B$-375.0M
EBITDA$647.0M$647.0M$-3.36B$-1.32B$287.0M
EPS37.6337.63-366.52-168.94-56.90
Gross Margin40.7%40.7%41.0%38.9%35.5%
Operating Margin6.9%6.9%-2.2%-2.9%4.4%
Net Margin8.8%8.8%-79.8%-35.7%-9.4%
Balance Sheet
Debt/Equity3.883.886.263.832.75
Current Ratio0.150.15———
Cash Flow
Free Cash Flow$-1.45B$-1.45B$-1.92B$-1.53B$-1.41B
Returns
ROE15.6%15.6%-149.8%-43.6%-9.9%
Valuation
P/E4.864.86———
EV/EBITDA12.3112.31——31.99
P/B0.760.761.481.030.48
Growth & Yield
Revenue Growth12.6%12.6%-3.0%-21.6%—
EPS Growth110.3%110.3%-117.0%-196.9%—

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

-24.4%

fácil

EPS terminal req.

$16.24

Spread vs growth

134.7%

5Y implied EPS CAGR

-12.2%

fácil

EPS terminal req.

$19.65

Spread vs growth

122.5%

10Y implied EPS CAGR

-1.7%

fácil

EPS terminal req.

$31.64

Spread vs growth

112.0%

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 -40.8%

Total return

-40.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-366.52 → 37.63

Residual

-40.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-40.8%

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.