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7544.T$568.00+2.71%
Fair $568.00+0.0%

7544.T

Three F Co.,Ltd.

Consumer Defensive / Grocery StoresTokyo

$568.00

+15.00 (+2.71%)

Fairly Valued+0.0%Fair Value $568.00Fund rank 31/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $818.0M · quality 53.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

45/100

C

Piotroski

4/9

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 · 7544.TLocal privado en este navegador · Three F 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

$4.3B

P/E

11.3x

↓

EV/EBITDA

-0.3x

↓

ROE

9.2%

↑

Gross Margin

77.7%

↑

Debt/Equity

N/A

•
52-Week Range$568
$446$612

TradingView lightweight chart

7544.T price, volumen y niveles de valoración

Último $568.00Periodo -48.4%
Fair value: $568.00

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

+4.5%

FCF CAGR

+205.4%

FCF margin

7.2%

FCF / Net income

2.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.08B · net income $382.0M · FCF $1.08B

2023-FY → 2026-FY

Gross margin

77.7%+0.6% pts

Operating margin

9.4%+8.2% pts

Net margin

2.5%+3.8% pts

FCF margin

7.2%+6.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$15.08B$15.08B$13.91B$13.86B$13.21B
Net Income$382.0M$382.0M$289.0M$217.0M$-164.0M
EBITDA$1.43B$1.43B$1.02B$940.0M$222.0M
EPS50.4550.45—28.70-21.68
Gross Margin77.7%77.7%79.7%78.1%77.1%
Operating Margin9.4%9.4%7.3%6.6%1.2%
Net Margin2.5%2.5%2.1%1.6%-1.2%
Balance Sheet
Current Ratio5.855.85———
Cash Flow
Free Cash Flow$1.08B$1.08B$473.0M$818.0M$38.0M
Returns
ROE9.2%9.2%7.5%6.0%-4.7%
Valuation
P/E11.2611.26—15.05—
EV/EBITDA-0.33-0.33-0.90-0.85-5.59
P/B1.041.040.840.900.62
Growth & Yield
Revenue Growth8.4%8.4%0.4%4.9%—
EPS Growth———232.4%—
Dividend Yield3.3%3.3%———

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

-0.0%

fácil

EPS terminal req.

$50.40

Spread vs growth

8.4%

5Y implied EPS CAGR

3.9%

fácil

EPS terminal req.

$60.98

Spread vs growth

4.5%

10Y implied EPS CAGR

6.9%

razonable

EPS terminal req.

$98.22

Spread vs growth

1.5%

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 +25.7%

Total return

+25.7%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 50.45

Residual

+22.4%

EPS growthn/d
Multiple reratingn/d
Dividend+3.3%
Residual / FX / buybacks / cross-term+22.4%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.