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7562.T$3715.00-0.13%
Fair $3715.00+0.0%

7562.T

Anrakutei Co., Ltd.

Consumer Cyclical / RestaurantsTokyo

$3715.00

-5.00 (-0.13%)

Fairly Valued+0.0%Fair Value $3715.00Fund rank 23/100 · Data gapFallback financials|
SA 32/D
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 33% · confianza 17%

FCF escenarios

weak_data · normalized FCF $675.1M · quality 29.3/100

Data gap 23/100
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

32/100

D

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 · 7562.TLocal privado en este navegador · Anrakutei 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

$17.2B

P/E

20.2x

↑

EV/EBITDA

11.0x

↑

ROE

7.9%

↑

Gross Margin

62.3%

↑

Debt/Equity

1.50

↑
52-Week Range$3715
$3550$3885

TradingView lightweight chart

7562.T price, volumen y niveles de valoración

Último $3,715Periodo +1.9%
Fair value: $3,715

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

+8.9%

FCF CAGR

—

FCF margin

2.2%

FCF / Net income

1.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $30.35B · net income $589.6M · FCF $675.1M

2022-FY → 2025-FY

Gross margin

62.3%+0.7% pts

Operating margin

4.8%+15.1% pts

Net margin

1.9%-0.1% pts

FCF margin

2.2%+9.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$30.35B$30.35B$30.26B$28.57B$23.48B
Net Income$589.6M$589.6M$967.6M$-253.8M$482.8M
EBITDA$1.92B$1.92B$1.77B$786.4M$1.71B
EPS127.66127.66217.28-59.37112.92
Gross Margin62.3%62.3%62.1%62.4%61.6%
Operating Margin4.8%4.8%4.8%-0.4%-10.3%
Net Margin1.9%1.9%3.2%-0.9%2.1%
Balance Sheet
Debt/Equity1.501.501.402.102.29
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$675.1M$675.1M$1.66B$151.4M$-1.60B
Returns
ROE7.9%7.9%14.2%-5.5%9.9%
Valuation
P/E20.1720.1716.11—28.47
EV/EBITDA10.9910.9911.2828.3212.27
P/B2.312.312.283.282.82
Growth & Yield
Revenue Growth0.3%0.3%5.9%21.7%—
EPS Growth-41.2%-41.2%466.0%-152.6%—
Dividend Yield0.4%0.4%———

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

37.2%

muy exigente

EPS terminal req.

$329.64

Spread vs growth

-78.4%

5Y implied EPS CAGR

25.6%

muy exigente

EPS terminal req.

$398.87

Spread vs growth

-66.8%

10Y implied EPS CAGR

17.5%

exigente

EPS terminal req.

$642.38

Spread vs growth

-58.8%

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 +4.6%

Total return

+4.6%

Start / end P/E

16.4x → 29.1x

EPS bridge

217.28 → 127.66

Residual

-31.9%

EPS growth-41.2%
Multiple rerating+77.4%
Dividend+0.4%
Residual / FX / buybacks / cross-term-31.9%

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.