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3399.T$3095.00-0.48%
Fair $3095.00+0.0%

3399.T

Maruchiyo Yamaokaya Corporation

Consumer Cyclical / RestaurantsTokyo

$3095.00

-15.00 (-0.48%)

Fairly Valued+0.0%Fair Value $3095.00Fund rank 34/100 · Data gapFallback financials|
SA 55/C
F-Score: 5/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 68.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

55/100

C

Piotroski

5/9

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 · 3399.TLocal privado en este navegador · Maruchiyo Yamaokaya Corporation
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

$61.0B

P/E

16.5x

↓

EV/EBITDA

10.2x

↑

ROE

36.4%

↑

Gross Margin

69.5%

↑

Debt/Equity

0.18

↓
52-Week Range$3095
$2468$4070

TradingView lightweight chart

3399.T price, volumen y niveles de valoración

Último $3,095Periodo +1365.1%
Fair value: $3,095

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

+32.0%

FCF CAGR

+185.5%

FCF margin

7.3%

FCF / Net income

0.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $43.00B · net income $3.69B · FCF $3.13B

2023-FY → 2026-FY

Gross margin

69.5%-2.7% pts

Operating margin

10.9%+8.1% pts

Net margin

8.6%+6.4% pts

FCF margin

7.3%+6.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$43.00B$43.00B$34.59B$26.49B$18.68B
Net Income$3.69B$3.69B$2.83B$1.43B$413.8M
EBITDA$5.52B$5.52B$4.48B$2.69B$1.11B
EPS——144.50146.1921.11
Gross Margin69.5%69.5%70.4%71.1%72.1%
Operating Margin10.9%10.9%10.7%7.8%2.8%
Net Margin8.6%8.6%8.2%5.4%2.2%
Balance Sheet
Debt/Equity0.180.180.370.741.31
Current Ratio0.250.25———
Cash Flow
Free Cash Flow$3.13B$3.13B$1.67B$1.16B$134.4M
Returns
ROE36.4%36.4%42.5%37.1%16.8%
Valuation
P/E16.5016.5012.778.7614.20
EV/EBITDA10.2510.257.739.356.27
P/B6.026.025.426.492.39
Growth & Yield
Revenue Growth24.3%24.3%30.5%41.9%—
EPS Growth——-1.2%592.4%—
Dividend Yield1.0%1.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +24.3%

Total return

+24.3%

Start / end P/E

n/dx → n/dx

EPS bridge

144.50 → n/d

Residual

+23.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.0%
Residual / FX / buybacks / cross-term+23.3%

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.