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4926.T$1201.00-2.36%
Fair $1201.00+0.0%

4926.T

C'BON COSMETICS Co.,Ltd.

Consumer Defensive / Household & Personal ProductsTokyo

$1201.00

-29.00 (-2.36%)

Fairly Valued+0.0%Fair Value $1201.00Fund rank 26/100 · Data gapFallback financials|
SA 22/D
F-Score: 5/9
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 17%

FCF escenarios

weak_data · normalized FCF $-700.7M · quality 39.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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: 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 2.4%, below the 5% threshold
Thesis & Journal · 4926.TLocal privado en este navegador · C'BON COSMETICS 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

$5.0B

P/E

24.0x

↑

EV/EBITDA

8.5x

↓

ROE

2.4%

↓

Gross Margin

76.3%

↑

Debt/Equity

N/A

•
52-Week Range$1201
$1112$1370

TradingView lightweight chart

4926.T price, volumen y niveles de valoración

Último $1,201Periodo -15.5%
Fair value: $1,201

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

-1.2%

FCF CAGR

—

FCF margin

-10.5%

FCF / Net income

-6.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.84B · net income $136.3M · FCF $-930.9M

2022-FY → 2025-FY

Gross margin

76.3%-1.3% pts

Operating margin

1.9%-0.2% pts

Net margin

1.5%+1.1% pts

FCF margin

-10.5%-14.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.84B$8.84B$8.50B$8.53B$9.15B
Net Income$136.3M$136.3M$-26.3M$-421.8M$44.9M
EBITDA$292.6M$292.6M$168.6M$-92.2M$329.6M
EPS31.8431.84-6.16-98.5310.48
Gross Margin76.3%76.3%75.3%74.4%77.6%
Operating Margin1.9%1.9%0.3%-1.7%2.1%
Net Margin1.5%1.5%-0.3%-4.9%0.5%
Balance Sheet
Debt/Equity——0.000.000.00
Current Ratio1.871.87———
Cash Flow
Free Cash Flow$-930.9M$-930.9M$-313.4M$-700.7M$321.4M
Returns
ROE2.4%2.4%-0.5%-7.4%0.7%
Valuation
P/E23.9923.99——163.07
EV/EBITDA8.508.5015.33—13.77
P/B0.900.901.101.171.18
Growth & Yield
Revenue Growth4.0%4.0%-0.3%-6.9%—
EPS Growth616.9%616.9%93.7%-1040.2%—
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

49.6%

muy exigente

EPS terminal req.

$106.57

Spread vs growth

567.3%

5Y implied EPS CAGR

32.3%

muy exigente

EPS terminal req.

$128.95

Spread vs growth

584.6%

10Y implied EPS CAGR

20.6%

exigente

EPS terminal req.

$207.67

Spread vs growth

596.3%

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 +7.6%

Total return

+7.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-6.16 → 31.84

Residual

+5.9%

EPS growthn/d
Multiple reratingn/d
Dividend+1.7%
Residual / FX / buybacks / cross-term+5.9%

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.