StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
3607.T$359.00-0.83%
Fair $359.00+0.0%

3607.T

Kuraudia Holdings Co.,Ltd.

Consumer Cyclical / Apparel RetailTokyo

$359.00

-3.00 (-0.83%)

Fairly Valued+0.0%Fair Value $359.00Fund rank 28/100 · Data gapFallback financials|
SA 53/C
F-Score: 8/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $305.3M · quality 40.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 47/100Data 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

53/100

C

Piotroski

8/9

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 · 3607.TLocal privado en este navegador · Kuraudia 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

$3.3B

P/E

5.3x

↓

EV/EBITDA

7.8x

↓

ROE

7.9%

↑

Gross Margin

77.8%

↑

Debt/Equity

1.45

↑
52-Week Range$359
$308$398

TradingView lightweight chart

3607.T price, volumen y niveles de valoración

Último $359.00Periodo -61.0%
Fair value: $359.00

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

+12.6%

FCF CAGR

-29.2%

FCF margin

2.2%

FCF / Net income

0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.59B · net income $312.3M · FCF $305.3M

2022-FY → 2025-FY

Gross margin

77.8%-3.1% pts

Operating margin

3.0%+1.9% pts

Net margin

2.3%-6.4% pts

FCF margin

2.2%-6.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.59B$13.59B$13.22B$11.52B$9.51B
Net Income$312.3M$312.3M$192.5M$562.0M$824.4M
EBITDA$906.5M$906.5M$871.8M$907.6M$1.10B
EPS34.7234.7221.5263.1893.21
Gross Margin77.8%77.8%77.1%80.2%80.9%
Operating Margin3.0%3.0%2.6%4.8%1.1%
Net Margin2.3%2.3%1.5%4.9%8.7%
Balance Sheet
Debt/Equity1.451.451.521.482.60
Current Ratio1.011.01———
Cash Flow
Free Cash Flow$305.3M$305.3M$52.9M$321.2M$859.1M
Returns
ROE7.9%7.9%5.0%15.2%26.3%
Valuation
P/E5.335.3316.4510.482.86
EV/EBITDA7.827.828.2510.155.47
P/B0.810.810.831.590.75
Growth & Yield
Revenue Growth2.8%2.8%14.7%21.2%—
EPS Growth61.3%61.3%-65.9%-32.2%—
Dividend Yield2.8%2.8%———

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

-2.8%

fácil

EPS terminal req.

$31.86

Spread vs growth

64.2%

5Y implied EPS CAGR

2.1%

fácil

EPS terminal req.

$38.54

Spread vs growth

59.2%

10Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$62.08

Spread vs growth

55.4%

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 +11.9%

Total return

+11.9%

Start / end P/E

15.3x → 10.3x

EPS bridge

21.52 → 34.72

Residual

-19.9%

EPS growth+61.3%
Multiple rerating-32.4%
Dividend+2.8%
Residual / FX / buybacks / cross-term-19.9%

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.