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3190.T$569.00+0.00%
Fair $569.00+0.0%

3190.T

HOTMAN Co.,Ltd.

Consumer Cyclical / Textile ManufacturingTokyo

$569.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $569.00Fund rank 23/100 · Data gapFallback financials|
SA 42/C
F-Score: 7/9
Low Profitability

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 $-77.2M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

42/100

C

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: 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. ROE is 4.5%, below the 5% threshold
Thesis & Journal · 3190.TLocal privado en este navegador · HOTMAN 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

$4.0B

P/E

11.2x

↓

EV/EBITDA

7.5x

↓

ROE

4.5%

↓

Gross Margin

45.7%

↑

Debt/Equity

0.61

↑
52-Week Range$569
$559$610

TradingView lightweight chart

3190.T price, volumen y niveles de valoración

Último $569.00Periodo -25.8%
Fair value: $569.00

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

+1.6%

FCF CAGR

—

FCF margin

0.7%

FCF / Net income

0.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.91B · net income $334.4M · FCF $145.8M

2022-FY → 2025-FY

Gross margin

45.7%+1.5% pts

Operating margin

3.0%+1.0% pts

Net margin

1.5%+0.3% pts

FCF margin

0.7%+3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.91B$21.91B$21.00B$21.80B$20.89B
Net Income$334.4M$334.4M$204.9M$187.3M$265.6M
EBITDA$982.0M$982.0M$748.6M$732.9M$808.6M
EPS47.4047.4029.0426.5537.64
Gross Margin45.7%45.7%44.0%44.0%44.2%
Operating Margin3.0%3.0%1.4%1.7%2.1%
Net Margin1.5%1.5%1.0%0.9%1.3%
Balance Sheet
Debt/Equity0.610.610.600.560.62
Current Ratio1.381.38———
Cash Flow
Free Cash Flow$145.8M$145.8M$-589.7M$-77.2M$-555.8M
Returns
ROE4.5%4.5%2.9%2.7%3.8%
Valuation
P/E11.2511.2520.7321.7315.01
EV/EBITDA7.477.4710.179.578.55
P/B0.540.540.600.580.58
Growth & Yield
Revenue Growth4.3%4.3%-3.7%4.4%—
EPS Growth63.2%63.2%9.4%-29.5%—
Dividend Yield3.9%3.9%———

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

2.1%

fácil

EPS terminal req.

$50.49

Spread vs growth

61.1%

5Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$61.09

Spread vs growth

58.0%

10Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$98.39

Spread vs growth

55.6%

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 +1.1%

Total return

+1.1%

Start / end P/E

20.1x → 12.0x

EPS bridge

29.04 → 47.40

Residual

-25.5%

EPS growth+63.2%
Multiple rerating-40.4%
Dividend+3.9%
Residual / FX / buybacks / cross-term-25.5%

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.