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6074.T$499.00+1.22%
Fair $499.00+0.0%

6074.T

JSS Corporation

Consumer Cyclical / LeisureTokyo

$499.00

+6.00 (+1.22%)

Fairly Valued+0.0%Fair Value $499.00Fund rank 32/100 · Data gapFallback financials|
SA 35/D
F-Score: 2/9

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 $168.1M · quality 55.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

35/100

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: 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 · 6074.TLocal privado en este navegador · JSS Corporation
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

8.2x

↓

EV/EBITDA

6.7x

↓

ROE

6.4%

↑

Gross Margin

14.8%

↓

Debt/Equity

0.83

↑
52-Week Range$499
$437$597

TradingView lightweight chart

6074.T price, volumen y niveles de valoración

Último $499.00Periodo +10.9%
Fair value: $499.00

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

-64.0%

FCF margin

0.3%

FCF / Net income

0.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.38B · net income $192.6M · FCF $23.0M

2022-FY → 2025-FY

Gross margin

14.8%-0.6% pts

Operating margin

3.0%-0.8% pts

Net margin

2.3%+0.8% pts

FCF margin

0.3%-6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.38B$8.38B$8.13B$8.07B$7.55B
Net Income$192.6M$192.6M$218.6M$234.9M$112.5M
EBITDA$505.2M$505.2M$553.0M$607.5M$443.2M
EPS49.6049.6056.5160.7429.08
Gross Margin14.8%14.8%17.0%17.1%15.4%
Operating Margin3.0%3.0%4.8%5.3%3.8%
Net Margin2.3%2.3%2.7%2.9%1.5%
Balance Sheet
Debt/Equity0.830.830.580.831.19
Current Ratio0.610.61———
Cash Flow
Free Cash Flow$23.0M$23.0M$168.1M$770.1M$491.6M
Returns
ROE6.4%6.4%7.8%8.9%4.6%
Valuation
P/E8.188.189.159.0714.06
EV/EBITDA6.706.705.035.017.23
P/B0.640.640.710.800.64
Growth & Yield
Revenue Growth3.1%3.1%0.7%6.9%—
EPS Growth-12.2%-12.2%-7.0%108.9%—
Dividend Yield4.2%4.2%———

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

-3.7%

fácil

EPS terminal req.

$44.28

Spread vs growth

-8.5%

5Y implied EPS CAGR

1.6%

fácil

EPS terminal req.

$53.58

Spread vs growth

-13.8%

10Y implied EPS CAGR

5.7%

razonable

EPS terminal req.

$86.29

Spread vs growth

-17.9%

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 +17.4%

Total return

+17.4%

Start / end P/E

7.8x → 10.1x

EPS bridge

56.51 → 49.60

Residual

-3.5%

EPS growth-12.2%
Multiple rerating+28.9%
Dividend+4.2%
Residual / FX / buybacks / cross-term-3.5%

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.