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6577.T$1952.00+0.88%
Fair $1952.00+0.0%

6577.T

Bestone.Com Co.,Ltd

Consumer Cyclical / Travel ServicesTokyo

$1952.00

+17.00 (+0.88%)

Fairly Valued+0.0%Fair Value $1952.00Fund rank 26/100 · Data gapFallback financials|
SA 59/C
F-Score: 7/9

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 18%

FCF escenarios

weak_data · normalized FCF $119.4M · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

59/100

C

Piotroski

7/9

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 · 6577.TLocal privado en este navegador · Bestone.Com 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

$2.9B

P/E

12.0x

↓

EV/EBITDA

8.0x

↓

ROE

21.6%

↑

Gross Margin

23.4%

↓

Debt/Equity

0.86

↑
52-Week Range$1952
$1776$3020

TradingView lightweight chart

6577.T price, volumen y niveles de valoración

Último $1,952Periodo -74.1%
Fair value: $1,952

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+234.3%

FCF CAGR

—

FCF margin

9.2%

FCF / Net income

1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.14B · net income $248.6M · FCF $288.9M

2021-FY → 2024-FY

Gross margin

23.4%-17.2% pts

Operating margin

8.4%+173.5% pts

Net margin

7.9%+163.1% pts

FCF margin

9.2%+171.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$3.14B$3.14B$1.33B$246.6M$83.9M
Net Income$248.6M$248.6M$26.9M$-218.2M$-130.2M
EBITDA$295.8M$295.8M$39.4M$-194.6M$-106.8M
EPS162.07162.0719.01-164.70—
Gross Margin23.4%23.4%25.7%16.4%40.6%
Operating Margin8.4%8.4%1.5%-76.0%-165.1%
Net Margin7.9%7.9%2.0%-88.5%-155.1%
Balance Sheet
Debt/Equity0.860.861.422.522.70
Current Ratio2.082.08———
Cash Flow
Free Cash Flow$288.9M$288.9M$119.4M$-144.5M$-136.3M
Returns
ROE21.6%21.6%3.8%-41.1%-23.2%
Valuation
P/E12.0412.04254.87——
EV/EBITDA8.058.05169.06——
P/B2.602.609.593.934.84
Growth & Yield
Revenue Growth135.6%135.6%440.0%193.8%—
EPS Growth752.6%752.6%111.5%——
Dividend Yield1.0%1.0%———

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

2.2%

fácil

EPS terminal req.

$173.21

Spread vs growth

750.3%

5Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$209.58

Spread vs growth

747.3%

10Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$337.53

Spread vs growth

744.9%

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 -32.5%

Total return

-32.5%

Start / end P/E

154.4x → 12.0x

EPS bridge

19.01 → 162.07

Residual

-693.8%

EPS growth+752.6%
Multiple rerating-92.2%
Dividend+1.0%
Residual / FX / buybacks / cross-term-693.8%

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.