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v0.1
7590.T$391.00+1.30%
Fair $391.00+0.0%

7590.T

Takasho Co.,Ltd.

Consumer Cyclical / Home Improvement RetailTokyo

$391.00

+5.00 (+1.30%)

Fairly Valued+0.0%Fair Value $391.00Fund rank 24/100 · Data gapFallback financials|
SA 32/D
F-Score: 8/9
Low 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $121.0M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 1.6%, below the 5% threshold
Thesis & Journal · 7590.TLocal privado en este navegador · Takasho 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

$6.6B

P/E

32.8x

↑

EV/EBITDA

5.4x

↓

ROE

1.6%

↓

Gross Margin

42.4%

↑

Debt/Equity

0.44

↓
52-Week Range$391
$375$495

TradingView lightweight chart

7590.T price, volumen y niveles de valoración

Último $391.00Periodo -34.8%
Fair value: $391.00

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

-0.2%

FCF CAGR

—

FCF margin

0.6%

FCF / Net income

0.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.25B · net income $198.6M · FCF $121.0M

2023-FY → 2026-FY

Gross margin

42.4%-1.8% pts

Operating margin

1.1%-3.2% pts

Net margin

1.0%-1.6% pts

FCF margin

0.6%+5.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$20.25B$20.25B$19.89B$19.41B$20.35B
Net Income$198.6M$198.6M$-242.9M$-75.6M$519.0M
EBITDA$1.60B$1.60B$1.03B$1.20B$1.79B
EPS11.7811.78-14.41-4.4529.58
Gross Margin42.4%42.4%42.2%42.9%44.3%
Operating Margin1.1%1.1%-0.8%-0.6%4.3%
Net Margin1.0%1.0%-1.2%-0.4%2.6%
Balance Sheet
Debt/Equity0.440.440.460.410.35
Current Ratio1.461.46———
Cash Flow
Free Cash Flow$121.0M$121.0M$-852.3M$373.0M$-1.09B
Returns
ROE1.6%1.6%-1.9%-0.6%3.9%
Valuation
P/E32.7732.77——23.19
EV/EBITDA5.415.418.648.016.99
P/B0.520.520.540.680.91
Growth & Yield
Revenue Growth1.8%1.8%2.5%-4.6%—
EPS Growth181.7%181.7%-223.8%-115.0%—
Dividend Yield1.3%1.3%———

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

43.3%

muy exigente

EPS terminal req.

$34.69

Spread vs growth

138.4%

5Y implied EPS CAGR

28.9%

muy exigente

EPS terminal req.

$41.98

Spread vs growth

152.8%

10Y implied EPS CAGR

19.1%

exigente

EPS terminal req.

$67.61

Spread vs growth

162.7%

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 -2.7%

Total return

-2.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-14.41 → 11.78

Residual

-3.9%

EPS growthn/d
Multiple reratingn/d
Dividend+1.3%
Residual / FX / buybacks / cross-term-3.9%

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.