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3543.T$2723.00-1.09%
Fair $2723.00+0.0%

3543.T

KOMEDA Holdings Co., Ltd.

Consumer Cyclical / RestaurantsTokyo

$2723.00

-30.00 (-1.09%)

Fairly Valued+0.0%Fair Value $2723.00Fund rank 37/100 · Data gapFallback financials|
SA 33/D
F-Score: 5/9
Margin Compression

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $10.1B · quality 76.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 95/100Data 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

33/100

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 3543.TLocal privado en este navegador · KOMEDA 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

$123.9B

P/E

19.2x

↑

EV/EBITDA

16.6x

↑

ROE

13.0%

↑

Gross Margin

29.4%

↑

Debt/Equity

0.86

↑
52-Week Range$2723
$2717$3230

TradingView lightweight chart

3543.T price, volumen y niveles de valoración

Último $2,723Periodo +44.9%
Fair value: $2,723

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

+14.8%

FCF CAGR

—

FCF margin

—

FCF / Net income

—

Latest source

Provider fallback

Margin decomposition

Último año: revenue $57.23B · net income $6.46B · FCF —

2023-FY → 2026-FY

Gross margin

29.4%-4.9% pts

Operating margin

16.5%-4.7% pts

Net margin

11.3%-3.0% pts

FCF margin

—— pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$57.23B$57.23B$47.06B$43.24B$37.84B
Net Income$6.46B$6.46B$5.81B$5.97B$5.42B
EBITDA$9.50B$9.50B$10.43B$10.35B$9.69B
EPS141.98141.98127.62130.03117.38
Gross Margin29.4%29.4%33.3%33.8%34.3%
Operating Margin16.5%16.5%18.7%20.2%21.2%
Net Margin11.3%11.3%12.4%13.8%14.3%
Balance Sheet
Debt/Equity0.860.860.961.031.12
Current Ratio1.311.31———
Cash Flow
Free Cash Flow——$9.77B$10.33B$8.99B
Returns
ROE13.0%13.0%12.7%13.9%13.4%
Valuation
P/E19.1819.1821.7120.7620.17
EV/EBITDA16.6016.6015.3215.5115.31
P/B2.492.492.772.882.70
Growth & Yield
Revenue Growth21.6%21.6%8.8%14.3%—
EPS Growth11.3%11.3%-1.9%10.8%—
Dividend Yield2.3%2.3%———

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

19.4%

exigente

EPS terminal req.

$241.62

Spread vs growth

-8.1%

5Y implied EPS CAGR

15.5%

exigente

EPS terminal req.

$292.36

Spread vs growth

-4.3%

10Y implied EPS CAGR

12.7%

razonable

EPS terminal req.

$470.85

Spread vs growth

-1.5%

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 -2.2%

Total return

-2.2%

Start / end P/E

22.3x → 19.2x

EPS bridge

127.62 → 141.98

Residual

-1.6%

EPS growth+11.3%
Multiple rerating-14.1%
Dividend+2.3%
Residual / FX / buybacks / cross-term-1.6%

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.