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3192.T$365.00+0.00%
Fair $365.00+0.0%

3192.T

Shirohato Co., Ltd.

Consumer Cyclical / Internet RetailTokyo

$365.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $365.00Fund rank 24/100 · Data gapFallback financials|
SA 40/C
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 34% · confianza 15%

FCF escenarios

weak_data · normalized FCF $-17.9M · quality 33.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

40/100

C

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 · 3192.TLocal privado en este navegador · Shirohato 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

$2.4B

P/E

4.6x

↓

EV/EBITDA

22.1x

↑

ROE

5.6%

↑

Gross Margin

38.1%

↑

Debt/Equity

1.40

↑
52-Week Range$365
$241$530

TradingView lightweight chart

3192.T price, volumen y niveles de valoración

Último $365.00Periodo -46.5%
Fair value: $365.00

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

+0.2%

FCF CAGR

-24.7%

FCF margin

4.6%

FCF / Net income

2.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.27B · net income $123.1M · FCF $289.2M

2022-FY → 2025-FY

Gross margin

38.1%-0.5% pts

Operating margin

0.6%+1.2% pts

Net margin

2.0%+5.5% pts

FCF margin

4.6%-6.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.27B$6.27B$6.37B$6.35B$6.23B
Net Income$123.1M$123.1M$-120.6M$73.9M$-223.1M
EBITDA$224.8M$224.8M$151.1M$287.3M$63.3M
EPS——-18.1211.10-33.52
Gross Margin38.1%38.1%37.4%38.2%38.6%
Operating Margin0.6%0.6%-0.1%0.9%-0.6%
Net Margin2.0%2.0%-1.9%1.2%-3.6%
Balance Sheet
Debt/Equity1.401.401.451.501.59
Current Ratio2.392.39———
Cash Flow
Free Cash Flow$289.2M$289.2M$-207.0M$-17.9M$677.9M
Returns
ROE5.6%5.6%-5.8%3.4%-10.4%
Valuation
P/E4.644.64—24.95—
EV/EBITDA22.0822.0832.7415.5371.18
P/B1.101.101.020.840.76
Growth & Yield
Revenue Growth-1.5%-1.5%0.3%2.0%—
EPS Growth——-263.2%133.1%—

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 +26.7%

Total return

+26.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-18.12 → n/d

Residual

+26.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+26.7%

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.