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7615.T$95.00-1.04%
Fair $95.00+0.0%

7615.T

KYOTO KIMONO YUZEN HOLDINGS Co., Ltd.

Consumer Cyclical / Apparel RetailTokyo

$95.00

-1.00 (-1.04%)

Fairly Valued+0.0%Fair Value $95.00Fund rank 31/100 · Data gapFallback financials|
SA 17/F
F-Score: 5/9
Declining RevenueLow 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 33% · confianza 24%

FCF escenarios

weak_data · normalized FCF $-502.4M · quality 73.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

17/100

F

Piotroski

5/9

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. Revenue has declined for 3 consecutive years ROE is -46.6%, below the 5% threshold
Thesis & Journal · 7615.TLocal privado en este navegador · KYOTO KIMONO YUZEN HOLDINGS 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

$2.0B

P/E

7.1x

↓

EV/EBITDA

N/A

•

ROE

-46.6%

↓

Gross Margin

58.7%

↑

Debt/Equity

0.31

↓
52-Week Range$95
$85$441

TradingView lightweight chart

7615.T price, volumen y niveles de valoración

Último $95.00Periodo -95.2%
Fair value: $95.00

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

-15.3%

FCF CAGR

—

FCF margin

-8.1%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.16B · net income $-923.1M · FCF $-416.1M

2022-FY → 2025-FY

Gross margin

58.7%-2.9% pts

Operating margin

-14.2%-14.3% pts

Net margin

-17.9%-15.7% pts

FCF margin

-8.1%-2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.16B$5.16B$7.02B$8.33B$8.48B
Net Income$-923.1M$-923.1M$-1.34B$-469.0M$-185.2M
EBITDA$-891.3M$-891.3M$-1.20B$-348.7M$-108.4M
EPS-74.30-74.30-119.47-41.46-15.66
Gross Margin58.7%58.7%53.0%62.1%61.5%
Operating Margin-14.2%-14.2%-14.8%-3.4%0.1%
Net Margin-17.9%-17.9%-19.1%-5.6%-2.2%
Balance Sheet
Debt/Equity0.310.310.500.360.30
Current Ratio1.311.31———
Cash Flow
Free Cash Flow$-416.1M$-416.1M$-745.7M$-502.4M$-451.5M
Returns
ROE-46.6%-46.6%-49.5%-11.4%-3.9%
Valuation
P/E7.127.12———
P/B0.600.600.640.560.50
Growth & Yield
Revenue Growth-26.5%-26.5%-15.7%-1.8%—
EPS Growth37.8%37.8%-188.2%-164.8%—
Dividend Yield1.6%1.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -4.4%

Total return

-4.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-119.47 → -74.30

Residual

-5.9%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term-5.9%

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.