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v0.1
3598.T$161.00+0.63%
Fair $161.00+0.0%

3598.T

Yamaki Co.,Ltd.

Consumer Cyclical / Apparel ManufacturingTokyo

$161.00

+1.00 (+0.63%)

Fairly Valued+0.0%Fair Value $161.00Fund rank 23/100 · Data gapFallback financials|
SA 22/D
F-Score: 2/9
Low 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 16%

FCF escenarios

weak_data · normalized FCF $-23.4M · quality 34.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

22/100

D

Piotroski

2/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 2.1%, below the 5% threshold
Thesis & Journal · 3598.TLocal privado en este navegador · Yamaki 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

$2.3B

P/E

25.5x

↑

EV/EBITDA

14.3x

↑

ROE

2.1%

↓

Gross Margin

29.1%

↑

Debt/Equity

1.05

↑
52-Week Range$161
$159$187

TradingView lightweight chart

3598.T price, volumen y niveles de valoración

Último $161.00Periodo -19.9%
Fair value: $161.00

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

+3.7%

FCF CAGR

—

FCF margin

-2.1%

FCF / Net income

-2.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.77B · net income $90.0M · FCF $-224.2M

2022-FY → 2025-FY

Gross margin

29.1%+8.2% pts

Operating margin

0.5%+11.1% pts

Net margin

0.8%+14.7% pts

FCF margin

-2.1%-4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.77B$10.77B$11.45B$11.40B$9.66B
Net Income$90.0M$90.0M$214.1M$468.6M$-1.34B
EBITDA$301.1M$301.1M$347.5M$702.8M$-1.04B
EPS6.326.3215.0332.91-94.30
Gross Margin29.1%29.1%28.0%24.6%21.0%
Operating Margin0.5%0.5%1.9%-0.9%-10.6%
Net Margin0.8%0.8%1.9%4.1%-13.8%
Balance Sheet
Debt/Equity1.051.051.041.421.56
Current Ratio1.181.18———
Cash Flow
Free Cash Flow$-224.2M$-224.2M$612.3M$-23.4M$204.3M
Returns
ROE2.1%2.1%5.1%12.1%-37.2%
Valuation
P/E25.4725.4711.314.07—
EV/EBITDA14.2614.2613.727.44—
P/B0.540.540.580.490.54
Growth & Yield
Revenue Growth-5.9%-5.9%0.4%18.0%—
EPS Growth-58.0%-58.0%-54.3%134.9%—
Dividend Yield1.7%1.7%———

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

31.2%

muy exigente

EPS terminal req.

$14.29

Spread vs growth

-89.2%

5Y implied EPS CAGR

22.3%

exigente

EPS terminal req.

$17.29

Spread vs growth

-80.2%

10Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$27.84

Spread vs growth

-73.9%

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 -3.0%

Total return

-3.0%

Start / end P/E

11.2x → 25.5x

EPS bridge

15.03 → 6.32

Residual

-73.3%

EPS growth-58.0%
Multiple rerating+126.6%
Dividend+1.7%
Residual / FX / buybacks / cross-term-73.3%

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.