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3181.T$957.00-1.33%
Fair $957.00+0.0%

3181.T

Kaitori Okoku Co., Ltd.

Consumer Cyclical / Specialty RetailTokyo

$957.00

-13.00 (-1.33%)

Fairly Valued+0.0%Fair Value $957.00Fund rank 26/100 · Data gapFallback financials|
SA 56/C
F-Score: 4/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $9.3M · quality 43.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

56/100

C

Piotroski

4/9

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 · 3181.TLocal privado en este navegador · Kaitori Okoku 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

$3.5B

P/E

9.8x

↓

EV/EBITDA

5.4x

↓

ROE

10.5%

↑

Gross Margin

51.9%

↑

Debt/Equity

0.48

↑
52-Week Range$957
$810$1121

TradingView lightweight chart

3181.T price, volumen y niveles de valoración

Último $961.00Periodo -23.1%
Fair value: $957.00

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

+16.7%

FCF CAGR

-54.8%

FCF margin

0.1%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.33B · net income $358.1M · FCF $9.3M

2023-FY → 2026-FY

Gross margin

51.9%-0.6% pts

Operating margin

5.4%-1.2% pts

Net margin

3.8%-0.8% pts

FCF margin

0.1%-1.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$9.33B$9.33B$7.82B$6.74B$5.87B
Net Income$358.1M$358.1M$328.3M$360.4M$273.9M
EBITDA$689.9M$689.9M$594.3M$596.9M$491.8M
EPS———99.3676.06
Gross Margin51.9%51.9%52.8%51.4%52.5%
Operating Margin5.4%5.4%5.4%7.4%6.6%
Net Margin3.8%3.8%4.2%5.3%4.7%
Balance Sheet
Debt/Equity0.480.480.440.360.40
Current Ratio3.233.23———
Cash Flow
Free Cash Flow$9.3M$9.3M$-156.5M$286.5M$100.9M
Returns
ROE10.5%10.5%10.7%13.1%11.4%
Valuation
P/E9.789.78—7.9912.38
EV/EBITDA5.415.414.614.366.77
P/B1.031.030.841.051.41
Growth & Yield
Revenue Growth19.3%19.3%16.1%14.9%—
EPS Growth———30.6%—
Dividend Yield1.1%1.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +19.3%

Total return

+19.3%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+18.2%

EPS growthn/d
Multiple reratingn/d
Dividend+1.1%
Residual / FX / buybacks / cross-term+18.2%

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.