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3418.T$1104.00-0.54%
Fair $1104.00+0.0%

3418.T

Balnibarbi Co.,Ltd.

Consumer Cyclical / RestaurantsTokyo

$1104.00

-6.00 (-0.54%)

Fairly Valued+0.0%Fair Value $1104.00Fund rank 20/100 · Data gapFallback financials|
SA 29/D
F-Score: 3/9

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 14%

FCF escenarios

weak_data · normalized FCF $-189.7M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

29/100

D

Piotroski

3/9

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 · 3418.TLocal privado en este navegador · Balnibarbi 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

$11.9B

P/E

26.2x

↑

EV/EBITDA

11.6x

↑

ROE

16.3%

↑

Gross Margin

73.7%

↑

Debt/Equity

1.27

↑
52-Week Range$1104
$1008$1247

TradingView lightweight chart

3418.T price, volumen y niveles de valoración

Último $1,098Periodo +36.6%
Fair value: $1,104

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

+18.7%

FCF CAGR

—

FCF margin

-2.6%

FCF / Net income

-0.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.45B · net income $538.2M · FCF $-350.4M

2021-FY → 2024-FY

Gross margin

73.7%+2.0% pts

Operating margin

4.8%+19.9% pts

Net margin

4.0%-0.4% pts

FCF margin

-2.6%+4.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$13.45B$13.45B$13.36B$9.97B$8.05B
Net Income$538.2M$538.2M$673.5M$123.8M$357.9M
EBITDA$1.04B$1.04B$1.41B$721.9M$1.12B
EPS60.7760.7776.0414.39—
Gross Margin73.7%73.7%71.8%69.6%71.7%
Operating Margin4.8%4.8%8.7%-4.5%-15.1%
Net Margin4.0%4.0%5.0%1.2%4.4%
Balance Sheet
Debt/Equity1.271.271.221.862.17
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$-350.4M$-350.4M$-189.7M$763.1M$-539.3M
Returns
ROE16.3%16.3%23.6%5.5%17.0%
Valuation
P/E26.2426.2419.4668.24—
EV/EBITDA11.5911.5910.6513.769.93
P/B2.942.944.593.764.23
Growth & Yield
Revenue Growth0.7%0.7%34.0%23.9%—
EPS Growth-20.1%-20.1%428.4%——
Dividend Yield0.7%0.7%———

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

17.3%

exigente

EPS terminal req.

$97.96

Spread vs growth

-37.3%

5Y implied EPS CAGR

14.3%

razonable

EPS terminal req.

$118.53

Spread vs growth

-34.4%

10Y implied EPS CAGR

12.1%

razonable

EPS terminal req.

$190.90

Spread vs growth

-32.2%

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 -3.4%

Total return

-3.4%

Start / end P/E

15.1x → 18.1x

EPS bridge

76.04 → 60.77

Residual

-4.0%

EPS growth-20.1%
Multiple rerating+20.0%
Dividend+0.7%
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.