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7416.T$674.00-0.59%
Fair $674.00+0.0%

7416.T

Haruyama Holdings Inc.

Consumer Cyclical / Apparel RetailTokyo

$674.00

-4.00 (-0.59%)

Fairly Valued+0.0%Fair Value $674.00Fund rank 28/100 · Data gapFallback financials|
SA 43/C
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $571.6M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

43/100

C

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 2.8%, below the 5% threshold
Thesis & Journal · 7416.TLocal privado en este navegador · Haruyama Holdings Inc.
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

$10.6B

P/E

16.4x

↓

EV/EBITDA

6.1x

↓

ROE

2.8%

↓

Gross Margin

59.4%

↑

Debt/Equity

0.36

↓
52-Week Range$674
$645$900

TradingView lightweight chart

7416.T price, volumen y niveles de valoración

Último $674.00Periodo -0.7%
Fair value: $674.00

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

-0.5%

FCF CAGR

—

FCF margin

-3.3%

FCF / Net income

-1.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $36.14B · net income $670.0M · FCF $-1.21B

2022-FY → 2025-FY

Gross margin

59.4%+2.8% pts

Operating margin

1.7%+9.3% pts

Net margin

1.9%+23.4% pts

FCF margin

-3.3%+3.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$36.14B$36.14B$35.92B$36.89B$36.69B
Net Income$670.0M$670.0M$405.6M$247.1M$-7.90B
EBITDA$1.51B$1.51B$1.09B$1.44B$-3.29B
EPS41.1541.1524.8015.10-482.95
Gross Margin59.4%59.4%59.8%59.6%56.6%
Operating Margin1.7%1.7%2.6%2.0%-7.6%
Net Margin1.9%1.9%1.1%0.7%-21.5%
Balance Sheet
Debt/Equity0.360.360.430.520.57
Current Ratio1.761.76———
Cash Flow
Free Cash Flow$-1.21B$-1.21B$571.6M$3.27B$-2.36B
Returns
ROE2.8%2.8%1.7%1.0%-33.6%
Valuation
P/E16.3816.3824.4830.33—
EV/EBITDA6.086.085.783.54—
P/B0.450.450.410.320.35
Growth & Yield
Revenue Growth0.6%0.6%-2.6%0.6%—
EPS Growth65.9%65.9%64.2%103.1%—
Dividend Yield2.3%2.3%———

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

13.3%

razonable

EPS terminal req.

$59.81

Spread vs growth

52.7%

5Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$72.37

Spread vs growth

54.0%

10Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$116.55

Spread vs growth

55.0%

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 +6.0%

Total return

+6.0%

Start / end P/E

26.2x → 16.4x

EPS bridge

24.80 → 41.15

Residual

-24.7%

EPS growth+65.9%
Multiple rerating-37.5%
Dividend+2.3%
Residual / FX / buybacks / cross-term-24.7%

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.