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3548.T$716.00-0.83%
Fair $716.00+0.0%

3548.T

Baroque Japan Limited

Consumer Cyclical / Apparel RetailTokyo

$716.00

-6.00 (-0.83%)

Fairly Valued+0.0%Fair Value $716.00Fund rank 24/100 · Data gapFallback financials|
SA 25/D
F-Score: 5/9
Declining RevenueMargin CompressionLow Profitability

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 17%

FCF escenarios

weak_data · normalized FCF $-422.0M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

25/100

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: 3unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is 2.5%, below the 5% threshold
Thesis & Journal · 3548.TLocal privado en este navegador · Baroque Japan Limited
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

$25.8B

P/E

70.1x

↑

EV/EBITDA

16.3x

↑

ROE

2.5%

↓

Gross Margin

60.1%

↑

Debt/Equity

0.54

↑
52-Week Range$716
$707$818

TradingView lightweight chart

3548.T price, volumen y niveles de valoración

Último $720.00Periodo -64.0%
Fair value: $716.00

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

-4.3%

FCF CAGR

—

FCF margin

-0.8%

FCF / Net income

-1.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $51.50B · net income $366.0M · FCF $-422.0M

2023-FY → 2026-FY

Gross margin

60.1%+3.3% pts

Operating margin

0.6%-3.0% pts

Net margin

0.7%+0.3% pts

FCF margin

-0.8%-2.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$51.50B$51.50B$58.18B$60.29B$58.84B
Net Income$366.0M$366.0M$-2.58B$945.0M$243.0M
EBITDA$1.38B$1.38B$-978.0M$2.63B$1.83B
EPS———26.246.77
Gross Margin60.1%60.1%56.9%56.8%56.8%
Operating Margin0.6%0.6%1.4%3.2%3.7%
Net Margin0.7%0.7%-4.4%1.6%0.4%
Balance Sheet
Debt/Equity0.540.540.510.410.41
Current Ratio1.721.72———
Cash Flow
Free Cash Flow$-422.0M$-422.0M$543.0M$-1.24B$809.0M
Returns
ROE2.5%2.5%-16.5%4.9%1.2%
Valuation
P/E70.0670.06—28.96118.02
EV/EBITDA16.2516.25—8.8212.07
P/B1.751.751.551.421.47
Growth & Yield
Revenue Growth-11.5%-11.5%-3.5%2.5%—
EPS Growth———287.6%—
Dividend Yield5.3%5.3%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +6.3%

Total return

+6.3%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+1.0%

EPS growthn/d
Multiple reratingn/d
Dividend+5.3%
Residual / FX / buybacks / cross-term+1.0%

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.