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7458.T$1617.50-0.40%
Fair $1617.50+0.0%

7458.T

Daiichikosho Co., Ltd.

Consumer Cyclical / LeisureTokyo

$1617.50

-6.50 (-0.40%)

Fairly Valued+0.0%Fair Value $1617.50Fund rank 29/100 · Data gapFallback financials|
SA 58/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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $3.6B · quality 48.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

58/100

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 · 7458.TLocal privado en este navegador · Daiichikosho 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

$167.2B

P/E

11.5x

↓

EV/EBITDA

4.7x

↓

ROE

15.6%

↑

Gross Margin

35.1%

↑

Debt/Equity

0.46

↑
52-Week Range$1618
$1537$1794

TradingView lightweight chart

7458.T price, volumen y niveles de valoración

Último $1,618Periodo +176.5%
Fair value: $1,618

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

+17.3%

FCF CAGR

-21.9%

FCF margin

2.4%

FCF / Net income

0.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $153.02B · net income $18.18B · FCF $3.64B

2022-FY → 2025-FY

Gross margin

35.1%+4.7% pts

Operating margin

11.7%+12.0% pts

Net margin

11.9%+6.4% pts

FCF margin

2.4%-5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$153.02B$153.02B$146.75B$128.16B$94.79B
Net Income$18.18B$18.18B$12.57B$8.32B$5.20B
EBITDA$38.66B$38.66B$31.88B$24.48B$19.85B
EPS172.09172.09116.7676.0847.54
Gross Margin35.1%35.1%35.8%34.7%30.4%
Operating Margin11.7%11.7%12.7%10.1%-0.3%
Net Margin11.9%11.9%8.6%6.5%5.5%
Balance Sheet
Debt/Equity0.460.460.600.420.46
Current Ratio2.822.82———
Cash Flow
Free Cash Flow$3.64B$3.64B$-23.84B$12.96B$7.64B
Returns
ROE15.6%15.6%11.6%7.8%5.0%
Valuation
P/E11.5011.5016.4529.0736.55
EV/EBITDA4.724.726.958.778.54
P/B1.461.461.922.271.83
Growth & Yield
Revenue Growth4.3%4.3%14.5%35.2%—
EPS Growth47.4%47.4%53.5%60.0%—
Dividend Yield4.2%4.2%———

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

-5.9%

fácil

EPS terminal req.

$143.53

Spread vs growth

53.3%

5Y implied EPS CAGR

0.2%

fácil

EPS terminal req.

$173.67

Spread vs growth

47.2%

10Y implied EPS CAGR

5.0%

fácil

EPS terminal req.

$279.69

Spread vs growth

42.4%

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 +8.1%

Total return

+8.1%

Start / end P/E

13.3x → 9.4x

EPS bridge

116.76 → 172.09

Residual

-14.0%

EPS growth+47.4%
Multiple rerating-29.5%
Dividend+4.2%
Residual / FX / buybacks / cross-term-14.0%

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.