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7571.T$87.00+1.16%
Fair $87.00+0.0%

7571.T

Yamano Holdings Corporation

Industrials / ConglomeratesTokyo

$87.00

+1.00 (+1.16%)

Fairly Valued+0.0%Fair Value $87.00Fund rank 18/100 · Data gapFallback financials|
SA 30/D
F-Score: 7/9
High DebtLow 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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $134.5M · quality 19.7/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

30/100

D

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: 2unknown: 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. Debt-to-Equity ratio is 2.14, above the 2.0 threshold ROE is 3.2%, below the 5% threshold
Thesis & Journal · 7571.TLocal privado en este navegador · Yamano Holdings Corporation
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

$3.0B

P/E

14.6x

↓

EV/EBITDA

12.6x

↑

ROE

3.2%

↓

Gross Margin

50.6%

↑

Debt/Equity

2.14

↑
52-Week Range$87
$83$230

TradingView lightweight chart

7571.T price, volumen y niveles de valoración

Último $87.00Periodo -78.8%
Fair value: $87.00

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

+2.0%

FCF CAGR

—

FCF margin

2.2%

FCF / Net income

7.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.96B · net income $41.8M · FCF $302.1M

2022-FY → 2025-FY

Gross margin

50.6%-0.2% pts

Operating margin

1.8%-0.3% pts

Net margin

0.3%-0.5% pts

FCF margin

2.2%+12.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.96B$13.96B$13.84B$13.90B$13.18B
Net Income$41.8M$41.8M$-28.8M$173.8M$101.6M
EBITDA$272.8M$272.8M$175.4M$279.6M$216.1M
EPS1.201.20-0.834.982.91
Gross Margin50.6%50.6%50.9%51.0%50.8%
Operating Margin1.8%1.8%0.7%2.1%2.1%
Net Margin0.3%0.3%-0.2%1.2%0.8%
Balance Sheet
Debt/Equity2.142.142.652.893.29
Current Ratio1.321.32———
Cash Flow
Free Cash Flow$302.1M$302.1M$134.5M$-145.5M$-1.31B
Returns
ROE3.2%3.2%-2.4%13.1%8.7%
Valuation
P/E14.6014.60—15.2620.27
EV/EBITDA12.5912.5916.0411.359.78
P/B2.292.291.881.991.77
Growth & Yield
Revenue Growth0.9%0.9%-0.5%5.5%—
EPS Growth244.6%244.6%-116.7%71.1%—
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

86.0%

muy exigente

EPS terminal req.

$7.72

Spread vs growth

158.6%

5Y implied EPS CAGR

50.7%

muy exigente

EPS terminal req.

$9.34

Spread vs growth

193.8%

10Y implied EPS CAGR

28.8%

muy exigente

EPS terminal req.

$15.04

Spread vs growth

215.8%

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 -3.0%

Total return

-3.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.83 → 1.20

Residual

-6.5%

EPS growthn/d
Multiple reratingn/d
Dividend+3.5%
Residual / FX / buybacks / cross-term-6.5%

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.