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4678.T$303.00+0.33%
Fair $303.00+0.0%

4678.T

SHUEI YOBIKO Co., Ltd.

Consumer Defensive / Education & Training ServicesTokyo

$303.00

+1.00 (+0.33%)

Fairly Valued+0.0%Fair Value $303.00Fund rank 31/100 · Data gapFallback financials|
SA 37/D
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-228.8M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

37/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 4678.TLocal privado en este navegador · SHUEI YOBIKO 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

$2.0B

P/E

46.9x

↑

EV/EBITDA

3.6x

↓

ROE

6.6%

↓

Gross Margin

16.9%

↓

Debt/Equity

0.28

↓
52-Week Range$303
$273$355

TradingView lightweight chart

4678.T price, volumen y niveles de valoración

Último $303.00Periodo -61.2%
Fair value: $303.00

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

-0.7%

FCF CAGR

—

FCF margin

-2.1%

FCF / Net income

-0.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.69B · net income $298.1M · FCF $-228.8M

2022-FY → 2025-FY

Gross margin

16.9%-0.4% pts

Operating margin

3.6%-0.4% pts

Net margin

2.8%+2.4% pts

FCF margin

-2.1%-9.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.69B$10.69B$10.34B$10.72B$10.91B
Net Income$298.1M$298.1M$-425.3M$169.4M$41.8M
EBITDA$552.4M$552.4M$-162.9M$560.7M$507.9M
EPS44.4244.42-63.3825.256.22
Gross Margin16.9%16.9%15.4%16.9%17.4%
Operating Margin3.6%3.6%2.1%3.8%4.0%
Net Margin2.8%2.8%-4.1%1.6%0.4%
Balance Sheet
Debt/Equity0.280.280.210.260.40
Current Ratio1.111.11———
Cash Flow
Free Cash Flow$-228.8M$-228.8M$-613.7M$540.5M$789.6M
Returns
ROE6.6%6.6%-9.9%3.6%0.9%
Valuation
P/E46.9046.90—16.3268.01
EV/EBITDA3.643.64—3.585.54
P/B0.450.450.470.590.61
Growth & Yield
Revenue Growth3.4%3.4%-3.5%-1.7%—
EPS Growth170.1%170.1%-351.0%305.9%—
Dividend Yield3.3%3.3%———

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

-15.4%

fácil

EPS terminal req.

$26.89

Spread vs growth

185.5%

5Y implied EPS CAGR

-6.0%

fácil

EPS terminal req.

$32.53

Spread vs growth

176.1%

10Y implied EPS CAGR

1.7%

fácil

EPS terminal req.

$52.39

Spread vs growth

168.4%

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 +7.1%

Total return

+7.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-63.38 → 44.42

Residual

+3.8%

EPS growthn/d
Multiple reratingn/d
Dividend+3.3%
Residual / FX / buybacks / cross-term+3.8%

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.