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3177.T$3290.00-1.47%
Fair $3290.00+0.0%

3177.T

Arigatou Services Company, Limited

Consumer Cyclical / Specialty RetailTokyo

$3290.00

-50.00 (-1.47%)

Fairly Valued+0.0%Fair Value $3290.00Fund rank 36/100 · Data gapFallback financials|
SA 61/B
F-Score: 6/9

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 $321.1M · quality 75.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

61/100

B

Piotroski

6/9

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 · 3177.TLocal privado en este navegador · Arigatou Services Company, Limited
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

$3.0B

P/E

6.2x

↓

EV/EBITDA

2.9x

↓

ROE

16.8%

↑

Gross Margin

65.7%

↑

Debt/Equity

0.57

↑
52-Week Range$3290
$3255$4000

TradingView lightweight chart

3177.T price, volumen y niveles de valoración

Último $3,355Periodo +109.4%
Fair value: $3,290

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

+6.3%

FCF CAGR

+7.2%

FCF margin

5.2%

FCF / Net income

1.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.61B · net income $503.9M · FCF $553.1M

2022-FY → 2025-FY

Gross margin

65.7%+2.4% pts

Operating margin

8.3%+3.8% pts

Net margin

4.7%+2.0% pts

FCF margin

5.2%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.61B$10.61B$9.73B$9.19B$8.84B
Net Income$503.9M$503.9M$358.9M$295.6M$242.7M
EBITDA$1.02B$1.02B$820.9M$648.9M$624.8M
EPS545.82545.82388.78320.16264.03
Gross Margin65.7%65.7%65.1%64.5%63.3%
Operating Margin8.3%8.3%7.5%6.7%4.5%
Net Margin4.7%4.7%3.7%3.2%2.7%
Balance Sheet
Debt/Equity0.570.570.540.560.71
Current Ratio2.132.13———
Cash Flow
Free Cash Flow$553.1M$553.1M$321.1M$276.9M$448.5M
Returns
ROE16.8%16.8%13.9%12.8%11.6%
Valuation
P/E6.166.167.828.097.48
EV/EBITDA2.942.943.874.353.57
P/B1.011.011.091.040.87
Growth & Yield
Revenue Growth9.0%9.0%5.9%3.9%—
EPS Growth40.4%40.4%21.4%21.3%—
Dividend Yield4.0%4.0%———

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

-18.8%

fácil

EPS terminal req.

$291.93

Spread vs growth

59.2%

5Y implied EPS CAGR

-8.3%

fácil

EPS terminal req.

$353.24

Spread vs growth

48.7%

10Y implied EPS CAGR

0.4%

fácil

EPS terminal req.

$568.89

Spread vs growth

40.0%

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 +5.8%

Total return

+5.8%

Start / end P/E

8.5x → 6.1x

EPS bridge

388.78 → 545.82

Residual

-11.1%

EPS growth+40.4%
Multiple rerating-27.5%
Dividend+4.0%
Residual / FX / buybacks / cross-term-11.1%

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.