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4735.T$326.00+1.56%
Fair $326.00+0.0%

4735.T

Kyoshin Co., Ltd.

Consumer Defensive / Education & Training ServicesTokyo

$326.00

+5.00 (+1.56%)

Fairly Valued+0.0%Fair Value $326.00Fund rank 27/100 · Data gapFallback financials|
SA 22/D
F-Score: 5/9
High DebtLow 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.0B · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

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: 2unknown: 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. Debt-to-Equity ratio is 2.53, above the 2.0 threshold ROE is 2.4%, below the 5% threshold
Thesis & Journal · 4735.TLocal privado en este navegador · Kyoshin 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

$2.5B

P/E

28.0x

↑

EV/EBITDA

4.5x

↓

ROE

2.4%

↓

Gross Margin

20.4%

↓

Debt/Equity

2.53

↑
52-Week Range$326
$279$390

TradingView lightweight chart

4735.T price, volumen y niveles de valoración

Último $326.00Periodo +44.9%
Fair value: $326.00

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

+3.5%

FCF CAGR

-9.7%

FCF margin

3.9%

FCF / Net income

11.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $26.46B · net income $93.1M · FCF $1.03B

2022-FY → 2025-FY

Gross margin

20.4%-2.1% pts

Operating margin

1.9%+0.3% pts

Net margin

0.4%+0.4% pts

FCF margin

3.9%-2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$26.46B$26.46B$26.10B$25.42B$23.87B
Net Income$93.1M$93.1M$505.0M$-316.0M$-7.3M
EBITDA$1.50B$1.50B$1.76B$1.35B$1.66B
EPS11.9811.9864.87-40.59-0.93
Gross Margin20.4%20.4%22.1%22.2%22.4%
Operating Margin1.9%1.9%3.3%1.9%1.6%
Net Margin0.4%0.4%1.9%-1.2%-0.0%
Balance Sheet
Debt/Equity2.532.532.543.072.69
Current Ratio0.760.76———
Cash Flow
Free Cash Flow$1.03B$1.03B$1.14B$892.1M$1.39B
Returns
ROE2.4%2.4%13.0%-9.4%-0.2%
Valuation
P/E27.9827.985.55——
EV/EBITDA4.554.554.296.576.41
P/B0.650.650.720.861.07
Growth & Yield
Revenue Growth1.4%1.4%2.7%6.5%—
EPS Growth-81.5%-81.5%259.8%-4264.5%—
Dividend Yield2.4%2.4%———

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

34.2%

muy exigente

EPS terminal req.

$28.93

Spread vs growth

-115.7%

5Y implied EPS CAGR

23.9%

exigente

EPS terminal req.

$35.00

Spread vs growth

-105.4%

10Y implied EPS CAGR

16.8%

exigente

EPS terminal req.

$56.37

Spread vs growth

-98.3%

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 -6.8%

Total return

-6.8%

Start / end P/E

5.5x → 27.2x

EPS bridge

64.87 → 11.98

Residual

-319.4%

EPS growth-81.5%
Multiple rerating+391.7%
Dividend+2.4%
Residual / FX / buybacks / cross-term-319.4%

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.