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7085.T$838.00-0.48%
Fair $838.00+0.0%

7085.T

CURVES HOLDINGS Co., Ltd.

Consumer Cyclical / LeisureTokyo

$838.00

-4.00 (-0.48%)

Fairly Valued+0.0%Fair Value $838.00Fund rank 39/100 · Data gapFallback financials|
SA 67/B
F-Score: 8/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.5B · quality 83.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

67/100

B

Piotroski

8/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 7085.TLocal privado en este navegador · CURVES HOLDINGS 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

$77.2B

P/E

17.4x

↑

EV/EBITDA

8.4x

↓

ROE

21.3%

↑

Gross Margin

42.7%

↑

Debt/Equity

0.27

↓
52-Week Range$838
$664$910

TradingView lightweight chart

7085.T price, volumen y niveles de valoración

Último $838.00Periodo +23.2%
Fair value: $838.00

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

+10.9%

FCF CAGR

+33.1%

FCF margin

14.7%

FCF / Net income

1.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $37.57B · net income $4.30B · FCF $5.52B

2022-FY → 2025-FY

Gross margin

42.7%-0.9% pts

Operating margin

16.9%+6.9% pts

Net margin

11.5%+3.3% pts

FCF margin

14.7%+6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$37.57B$37.57B$35.47B$30.02B$27.51B
Net Income$4.30B$4.30B$3.57B$2.55B$2.25B
EBITDA$8.77B$8.77B$7.72B$6.18B$5.19B
EPS46.7546.7538.7527.7124.20
Gross Margin42.7%42.7%42.7%42.7%43.6%
Operating Margin16.9%16.9%15.4%12.8%10.0%
Net Margin11.5%11.5%10.1%8.5%8.2%
Balance Sheet
Debt/Equity0.270.270.450.791.23
Current Ratio1.621.62———
Cash Flow
Free Cash Flow$5.52B$5.52B$4.47B$4.07B$2.34B
Returns
ROE21.3%21.3%18.4%16.9%18.2%
Valuation
P/E17.4317.4319.8526.2432.69
EV/EBITDA8.428.429.2111.4515.53
P/B3.833.833.654.445.95
Growth & Yield
Revenue Growth5.9%5.9%18.1%9.1%—
EPS Growth20.6%20.6%39.8%14.5%—
Dividend Yield2.4%2.4%———

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

16.7%

exigente

EPS terminal req.

$74.36

Spread vs growth

3.9%

5Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$89.97

Spread vs growth

6.7%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$144.90

Spread vs growth

8.7%

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 +26.7%

Total return

+26.7%

Start / end P/E

17.4x → 17.9x

EPS bridge

38.75 → 46.75

Residual

+0.6%

EPS growth+20.6%
Multiple rerating+3.1%
Dividend+2.4%
Residual / FX / buybacks / cross-term+0.6%

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.