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3546.T$1453.00-0.14%
Fair $1453.00+0.0%

3546.T

Alleanza Holdings Co., Ltd.

Consumer Cyclical / Home Improvement RetailTokyo

$1453.00

-2.00 (-0.14%)

Fairly Valued+0.0%Fair Value $1453.00Fund rank 27/100 · Data gapFallback financials|
SA 46/C
F-Score: 6/9

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 20%

FCF escenarios

weak_data · normalized FCF $2.8B · quality 45.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

46/100

C

Piotroski

6/9

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 · 3546.TLocal privado en este navegador · Alleanza 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

$43.6B

P/E

17.2x

↑

EV/EBITDA

7.7x

↓

ROE

7.9%

↑

Gross Margin

38.1%

↑

Debt/Equity

0.76

↑
52-Week Range$1453
$1001$1469

TradingView lightweight chart

3546.T price, volumen y niveles de valoración

Último $1,452Periodo +133.9%
Fair value: $1,453

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

+0.3%

FCF CAGR

—

FCF margin

4.7%

FCF / Net income

2.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $150.60B · net income $2.54B · FCF $7.05B

2023-FY → 2026-FY

Gross margin

38.1%+2.2% pts

Operating margin

2.7%-0.9% pts

Net margin

1.7%-0.1% pts

FCF margin

4.7%+4.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$150.60B$150.60B$153.34B$149.72B$149.19B
Net Income$2.54B$2.54B$2.09B$2.37B$2.71B
EBITDA$7.99B$7.99B$6.58B$7.01B$8.25B
EPS———78.5789.66
Gross Margin38.1%38.1%36.2%36.0%35.9%
Operating Margin2.7%2.7%2.3%2.7%3.6%
Net Margin1.7%1.7%1.4%1.6%1.8%
Balance Sheet
Debt/Equity0.760.760.880.930.82
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$7.05B$7.05B$2.83B$908.0M$-64.0M
Returns
ROE7.9%7.9%6.8%8.0%9.5%
Valuation
P/E17.1617.16—13.6410.86
EV/EBITDA7.737.738.278.005.96
P/B1.361.361.031.091.03
Growth & Yield
Revenue Growth-1.8%-1.8%2.4%0.4%—
EPS Growth———-12.4%—
Dividend Yield2.6%2.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +46.8%

Total return

+46.8%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+44.2%

EPS growthn/d
Multiple reratingn/d
Dividend+2.6%
Residual / FX / buybacks / cross-term+44.2%

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.