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6238.T$1320.00-1.42%
Fair $1320.00+0.0%

6238.T

FURYU Corporation

Consumer Cyclical / LeisureTokyo

$1320.00

-19.00 (-1.42%)

Fairly Valued+0.0%Fair Value $1320.00Fund rank 30/100 · Data gapFallback financials|
SA 60/B
F-Score: 4/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $1.2B · quality 51.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

60/100

B

Piotroski

4/9

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 · 6238.TLocal privado en este navegador · FURYU 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

$35.0B

P/E

17.2x

↑

EV/EBITDA

5.1x

↓

ROE

7.3%

↑

Gross Margin

38.1%

↑

Debt/Equity

0.01

↓
52-Week Range$1320
$895$1388

TradingView lightweight chart

6238.T price, volumen y niveles de valoración

Último $1,320Periodo +33.2%
Fair value: $1,320

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

+9.2%

FCF CAGR

-30.4%

FCF margin

2.6%

FCF / Net income

0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $44.31B · net income $1.63B · FCF $1.15B

2022-FY → 2025-FY

Gross margin

38.1%-8.7% pts

Operating margin

5.1%-5.8% pts

Net margin

3.7%-3.8% pts

FCF margin

2.6%-7.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$44.31B$44.31B$42.77B$36.40B$34.06B
Net Income$1.63B$1.63B$2.49B$1.44B$2.54B
EBITDA$4.56B$4.56B$5.73B$4.25B$5.78B
EPS61.5061.5094.2253.6293.01
Gross Margin38.1%38.1%39.3%41.6%46.9%
Operating Margin5.1%5.1%8.8%5.9%10.9%
Net Margin3.7%3.7%5.8%4.0%7.5%
Balance Sheet
Debt/Equity0.010.010.010.010.02
Current Ratio3.963.96———
Cash Flow
Free Cash Flow$1.15B$1.15B$1.78B$-1.37B$3.42B
Returns
ROE7.3%7.3%11.4%7.2%12.0%
Valuation
P/E17.2117.2113.2121.1911.07
EV/EBITDA5.145.143.774.682.40
P/B1.561.561.511.521.33
Growth & Yield
Revenue Growth3.6%3.6%17.5%6.9%—
EPS Growth-34.7%-34.7%75.7%-42.4%—
Dividend Yield6.1%6.1%———

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

24.0%

exigente

EPS terminal req.

$117.13

Spread vs growth

-58.7%

5Y implied EPS CAGR

18.2%

exigente

EPS terminal req.

$141.72

Spread vs growth

-52.9%

10Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$228.25

Spread vs growth

-48.7%

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 +52.1%

Total return

+52.1%

Start / end P/E

9.6x → 21.5x

EPS bridge

94.22 → 61.50

Residual

-43.0%

EPS growth-34.7%
Multiple rerating+123.7%
Dividend+6.1%
Residual / FX / buybacks / cross-term-43.0%

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.