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7516.T$3960.00-2.34%
Fair $3960.00+0.0%

7516.T

Kohnan Shoji Co., Ltd.

Consumer Cyclical / Home Improvement RetailTokyo

$3960.00

-95.00 (-2.34%)

Fairly Valued+0.0%Fair Value $3960.00Fund rank 25/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9

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 19%

FCF escenarios

weak_data · normalized FCF $3.7B · quality 36.7/100

Data gap 25/100
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

44/100

C

Piotroski

3/9

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 · 7516.TLocal privado en este navegador · Kohnan Shoji 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

$111.5B

P/E

9.2x

↓

EV/EBITDA

7.7x

↓

ROE

7.1%

↑

Gross Margin

39.1%

↑

Debt/Equity

1.19

↑
52-Week Range$3960
$3665$4610

TradingView lightweight chart

7516.T price, volumen y niveles de valoración

Último $3,960Periodo +204.6%
Fair value: $3,960

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+5.8%

FCF CAGR

—

FCF margin

1.6%

FCF / Net income

0.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $519.78B · net income $12.26B · FCF $8.31B

2023-FY → 2026-FY

Gross margin

39.1%-0.9% pts

Operating margin

4.3%-0.7% pts

Net margin

2.4%-0.7% pts

FCF margin

1.6%+3.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$519.78B$519.78B$501.40B$472.65B$439.02B
Net Income$12.26B$12.26B$14.21B$14.05B$13.23B
EBITDA$39.41B$39.41B$40.69B$39.07B$36.19B
EPS432.24432.24492.37473.75430.98
Gross Margin39.1%39.1%39.2%39.6%40.0%
Operating Margin4.3%4.3%5.0%5.1%5.0%
Net Margin2.4%2.4%2.8%3.0%3.0%
Balance Sheet
Debt/Equity1.191.191.171.171.06
Current Ratio1.331.33———
Cash Flow
Free Cash Flow$8.31B$8.31B$1.30B$3.74B$-6.22B
Returns
ROE7.1%7.1%8.6%8.9%8.8%
Valuation
P/E9.169.167.478.647.38
EV/EBITDA7.697.697.097.526.83
P/B0.650.650.640.770.65
Growth & Yield
Revenue Growth3.7%3.7%6.1%7.7%—
EPS Growth-12.2%-12.2%3.9%9.9%—
Dividend Yield3.5%3.5%———

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

-6.7%

fácil

EPS terminal req.

$351.38

Spread vs growth

-5.5%

5Y implied EPS CAGR

-0.3%

fácil

EPS terminal req.

$425.17

Spread vs growth

-11.9%

10Y implied EPS CAGR

4.7%

fácil

EPS terminal req.

$684.75

Spread vs growth

-16.9%

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 +9.6%

Total return

+9.6%

Start / end P/E

7.6x → 9.2x

EPS bridge

492.37 → 432.24

Residual

-2.6%

EPS growth-12.2%
Multiple rerating+20.9%
Dividend+3.5%
Residual / FX / buybacks / cross-term-2.6%

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.