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3415.T$346.00+0.00%
Fair $346.00+0.0%

3415.T

TOKYO BASE Co.,Ltd.

Consumer Cyclical / Apparel RetailTokyo

$346.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $346.00Fund rank 29/100 · Data gapFallback financials|
SA 42/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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $723.1M · quality 45.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

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 · 3415.TLocal privado en este navegador · TOKYO BASE 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

$15.2B

P/E

12.7x

↓

EV/EBITDA

6.9x

↓

ROE

19.3%

↑

Gross Margin

51.8%

↑

Debt/Equity

0.92

↑
52-Week Range$346
$288$594

TradingView lightweight chart

3415.T price, volumen y niveles de valoración

Último $346.00Periodo +90.5%
Fair value: $346.00

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

+7.4%

FCF CAGR

—

FCF margin

0.8%

FCF / Net income

0.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.73B · net income $1.21B · FCF $182.7M

2023-FY → 2026-FY

Gross margin

51.8%+1.7% pts

Operating margin

8.2%+7.1% pts

Net margin

5.1%+7.9% pts

FCF margin

0.8%+4.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$23.73B$23.73B$20.21B$19.99B$19.18B
Net Income$1.21B$1.21B$776.9M$335.4M$-539.5M
EBITDA$2.38B$2.38B$1.76B$1.87B$1.01B
EPS——17.717.20-11.76
Gross Margin51.8%51.8%51.6%50.1%50.1%
Operating Margin8.2%8.2%7.3%4.4%1.1%
Net Margin5.1%5.1%3.8%1.7%-2.8%
Balance Sheet
Debt/Equity0.920.920.770.800.68
Current Ratio1.451.45———
Cash Flow
Free Cash Flow$182.7M$182.7M$1.32B$723.1M$-713.5M
Returns
ROE19.3%19.3%15.2%6.1%-10.1%
Valuation
P/E12.7112.7119.2543.33—
EV/EBITDA6.876.878.667.9318.83
P/B2.402.402.932.633.34
Growth & Yield
Revenue Growth17.5%17.5%1.1%4.2%—
EPS Growth——146.0%161.2%—
Dividend Yield2.0%2.0%———

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 +19.7%

Total return

+19.7%

Start / end P/E

n/dx → n/dx

EPS bridge

17.71 → n/d

Residual

+17.7%

EPS growthn/d
Multiple reratingn/d
Dividend+2.0%
Residual / FX / buybacks / cross-term+17.7%

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.