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v0.1
6630.T$712.00-0.56%
Fair $712.00+0.0%

6630.T

Ya-Man Ltd.

Consumer Defensive / Household & Personal ProductsTokyo

$712.00

-4.00 (-0.56%)

Fairly Valued+0.0%Fair Value $712.00Fund rank 36/100 · Data gapFallback financials|
SA 34/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 74.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

34/100

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 2.7%, below the 5% threshold
Thesis & Journal · 6630.TLocal privado en este navegador · Ya-Man 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

$39.2B

P/E

65.7x

↑

EV/EBITDA

17.2x

↑

ROE

2.7%

↓

Gross Margin

56.8%

↑

Debt/Equity

0.02

↓
52-Week Range$712
$661$887

TradingView lightweight chart

6630.T price, volumen y niveles de valoración

Último $712.00Periodo +594.6%
Fair value: $712.00

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

-15.1%

FCF CAGR

-23.9%

FCF margin

7.4%

FCF / Net income

2.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.04B · net income $706.0M · FCF $1.86B

2022-FY → 2025-FY

Gross margin

56.8%-4.5% pts

Operating margin

2.5%-14.3% pts

Net margin

2.8%-10.8% pts

FCF margin

7.4%-2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$25.04B$25.04B$25.04B$43.00B$40.94B
Net Income$706.0M$706.0M$706.0M$3.91B$5.59B
EBITDA$1.75B$1.75B$1.75B$6.24B$8.45B
EPS12.8512.857.2471.12101.54
Gross Margin56.8%56.8%56.8%60.8%61.3%
Operating Margin2.5%2.5%2.5%14.3%16.8%
Net Margin2.8%2.8%2.8%9.1%13.6%
Balance Sheet
Debt/Equity0.020.020.030.05—
Cash Flow
Free Cash Flow$1.86B$1.86B$1.86B$631.7M$4.22B
Returns
ROE2.7%2.7%2.8%15.4%—
Valuation
P/E65.6865.68126.5216.2511.39
EV/EBITDA17.1817.1819.777.837.53
P/B1.791.792.012.50—
Growth & Yield
Revenue Growth0.0%0.0%-41.8%5.0%—
EPS Growth77.5%77.5%-89.8%-30.0%—

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

70.0%

muy exigente

EPS terminal req.

$63.18

Spread vs growth

7.4%

5Y implied EPS CAGR

42.9%

muy exigente

EPS terminal req.

$76.45

Spread vs growth

34.6%

10Y implied EPS CAGR

25.4%

muy exigente

EPS terminal req.

$123.12

Spread vs growth

52.1%

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 -16.6%

Total return

-16.6%

Start / end P/E

118.0x → 55.4x

EPS bridge

7.24 → 12.85

Residual

-41.1%

EPS growth+77.5%
Multiple rerating-53.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-41.1%

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.