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3193.T$2791.00-1.49%
Fair $2791.00+0.0%

3193.T

Eternal Hospitality Group Co.,Ltd.

Consumer Cyclical / RestaurantsTokyo

$2791.00

-42.00 (-1.49%)

Fairly Valued+0.0%Fair Value $2791.00Fund rank 31/100 · Data gapFallback financials|
SA 57/C
F-Score: 7/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $2.8B · quality 51.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

57/100

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: 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 · 3193.TLocal privado en este navegador · Eternal Hospitality Group 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

$32.2B

P/E

15.9x

↓

EV/EBITDA

6.7x

↓

ROE

24.5%

↑

Gross Margin

69.4%

↑

Debt/Equity

0.39

↓
52-Week Range$2791
$2712$3860

TradingView lightweight chart

3193.T price, volumen y niveles de valoración

Último $2,779Periodo +132.2%
Fair value: $2,791

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+39.0%

FCF CAGR

—

FCF margin

6.7%

FCF / Net income

1.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $41.91B · net income $2.13B · FCF $2.81B

2021-FY → 2024-FY

Gross margin

69.4%+0.2% pts

Operating margin

7.8%+37.7% pts

Net margin

5.1%+8.1% pts

FCF margin

6.7%+24.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$41.91B$41.91B$33.45B$20.29B$15.59B
Net Income$2.13B$2.13B$616.3M$1.13B$-466.4M
EBITDA$4.09B$4.09B$1.87B$2.72B$495.8M
EPS183.67183.6753.1897.88—
Gross Margin69.4%69.4%70.1%70.5%69.2%
Operating Margin7.8%7.8%4.2%-12.0%-29.9%
Net Margin5.1%5.1%1.8%5.6%-3.0%
Balance Sheet
Debt/Equity0.390.390.840.981.49
Current Ratio1.311.31———
Cash Flow
Free Cash Flow$2.81B$2.81B$845.8M$5.58B$-2.75B
Returns
ROE24.5%24.5%8.9%17.9%-8.9%
Valuation
P/E15.9215.9249.9423.03—
EV/EBITDA6.706.7014.918.7043.69
P/B3.723.724.474.123.56
Growth & Yield
Revenue Growth25.3%25.3%64.9%30.1%—
EPS Growth245.4%245.4%-45.7%——
Dividend Yield1.7%1.7%———

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

10.5%

razonable

EPS terminal req.

$247.65

Spread vs growth

234.9%

5Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$299.66

Spread vs growth

235.1%

10Y implied EPS CAGR

10.1%

razonable

EPS terminal req.

$482.61

Spread vs growth

235.2%

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 -1.3%

Total return

-1.3%

Start / end P/E

53.8x → 15.1x

EPS bridge

53.18 → 183.67

Residual

-176.4%

EPS growth+245.4%
Multiple rerating-71.9%
Dividend+1.7%
Residual / FX / buybacks / cross-term-176.4%

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.