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3536.T$128.00+0.00%
Fair $128.00+0.0%

3536.T

Axas Holdings Co.,Ltd.

Consumer Defensive / Household & Personal ProductsTokyo

$128.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $128.00Fund rank 22/100 · Data gapFallback financials|
SA 31/D
F-Score: 5/9
High Debt

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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $370.2M · quality 25.3/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

31/100

D

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: 1unknown: 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. Debt-to-Equity ratio is 5.50, above the 2.0 threshold
Thesis & Journal · 3536.TLocal privado en este navegador · Axas 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

$3.9B

P/E

12.9x

↓

EV/EBITDA

17.5x

↑

ROE

10.1%

↑

Gross Margin

25.2%

↓

Debt/Equity

5.50

↑
52-Week Range$128
$123$180

TradingView lightweight chart

3536.T price, volumen y niveles de valoración

Último $128.00Periodo -96.4%
Fair value: $128.00

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

+2.3%

FCF CAGR

—

FCF margin

-17.4%

FCF / Net income

-9.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.13B · net income $221.3M · FCF $-2.11B

2022-FY → 2025-FY

Gross margin

25.2%-2.8% pts

Operating margin

1.4%-2.6% pts

Net margin

1.8%-0.5% pts

FCF margin

-17.4%-0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.13B$12.13B$11.72B$11.06B$11.33B
Net Income$221.3M$221.3M$31.4M$1.0M$258.1M
EBITDA$867.3M$867.3M$550.7M$441.3M$697.4M
EPS7.307.301.030.038.51
Gross Margin25.2%25.2%25.7%28.1%28.0%
Operating Margin1.4%1.4%0.1%1.7%3.9%
Net Margin1.8%1.8%0.3%0.0%2.3%
Balance Sheet
Debt/Equity5.505.506.466.157.00
Current Ratio0.780.78———
Cash Flow
Free Cash Flow$-2.11B$-2.11B$370.2M$994.8M$-1.89B
Returns
ROE10.1%10.1%1.5%0.0%11.9%
Valuation
P/E12.8612.86127.184533.3316.33
EV/EBITDA17.4817.4828.5636.5324.50
P/B1.771.771.961.981.93
Growth & Yield
Revenue Growth3.5%3.5%5.9%-2.3%—
EPS Growth608.7%608.7%3333.3%-99.6%—
Dividend Yield1.6%1.6%———

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

15.9%

exigente

EPS terminal req.

$11.36

Spread vs growth

592.9%

5Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$13.74

Spread vs growth

595.2%

10Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$22.13

Spread vs growth

597.0%

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 +2.3%

Total return

+2.3%

Start / end P/E

123.3x → 17.5x

EPS bridge

1.03 → 7.30

Residual

-522.2%

EPS growth+608.7%
Multiple rerating-85.8%
Dividend+1.6%
Residual / FX / buybacks / cross-term-522.2%

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.