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3417.T$1055.00-5.72%
Fair $1055.00+0.0%

3417.T

Ohki Healthcare Holdings Co.,Ltd.

Healthcare / Pharmaceutical RetailersTokyo

$1055.00

-64.00 (-5.72%)

Fairly Valued+0.0%Fair Value $1055.00Fund rank 27/100 · Data gapFallback financials|
SA 47/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-223.0M · quality 45.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

47/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 3417.TLocal privado en este navegador · Ohki Healthcare Holdings 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

$14.4B

P/E

10.7x

↓

EV/EBITDA

6.0x

↓

ROE

8.5%

↑

Gross Margin

5.3%

↓

Debt/Equity

0.46

↑
52-Week Range$1055
$1003$1472

TradingView lightweight chart

3417.T price, volumen y niveles de valoración

Último $1,055Periodo +427.5%
Fair value: $1,055

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

+7.9%

FCF CAGR

—

FCF margin

-3.5%

FCF / Net income

-4.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $349.45B · net income $2.64B · FCF $-12.16B

2022-FY → 2025-FY

Gross margin

5.3%+0.4% pts

Operating margin

0.8%+0.6% pts

Net margin

0.8%+0.4% pts

FCF margin

-3.5%-3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$349.45B$349.45B$334.66B$304.44B$278.16B
Net Income$2.64B$2.64B$2.21B$2.18B$972.0M
EBITDA$4.29B$4.29B$3.82B$3.59B$1.95B
EPS193.49193.49160.45158.2270.51
Gross Margin5.3%5.3%5.1%5.2%4.9%
Operating Margin0.8%0.8%0.6%0.7%0.2%
Net Margin0.8%0.8%0.7%0.7%0.3%
Balance Sheet
Debt/Equity0.460.460.250.350.34
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$-12.16B$-12.16B$7.23B$-223.0M$1.17B
Returns
ROE8.5%8.5%7.9%9.0%4.4%
Valuation
P/E10.7410.746.235.209.91
EV/EBITDA5.995.993.254.617.36
P/B0.460.460.490.470.44
Growth & Yield
Revenue Growth4.4%4.4%9.9%9.4%—
EPS Growth20.6%20.6%1.4%124.4%—
Dividend Yield2.7%2.7%———

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

-21.5%

fácil

EPS terminal req.

$93.61

Spread vs growth

42.1%

5Y implied EPS CAGR

-10.2%

fácil

EPS terminal req.

$113.27

Spread vs growth

30.7%

10Y implied EPS CAGR

-0.6%

fácil

EPS terminal req.

$182.43

Spread vs growth

21.2%

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 -0.1%

Total return

-0.1%

Start / end P/E

6.8x → 5.5x

EPS bridge

160.45 → 193.49

Residual

-4.0%

EPS growth+20.6%
Multiple rerating-19.4%
Dividend+2.7%
Residual / FX / buybacks / cross-term-4.0%

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.