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7621.T$3300.00-0.60%
Fair $3300.00+0.0%

7621.T

Ukai Co.,Ltd.

Consumer Cyclical / RestaurantsTokyo

$3300.00

-20.00 (-0.60%)

Fairly Valued+0.0%Fair Value $3300.00Fund rank 35/100 · Data gapFallback financials|
SA 35/D
F-Score: 5/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 69.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

35/100

D

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: 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 2.9%, below the 5% threshold
Thesis & Journal · 7621.TLocal privado en este navegador · Ukai 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

$18.5B

P/E

62.9x

↑

EV/EBITDA

19.6x

↑

ROE

2.9%

↓

Gross Margin

56.8%

↑

Debt/Equity

0.52

↑
52-Week Range$3300
$3230$3880

TradingView lightweight chart

7621.T price, volumen y niveles de valoración

Último $3,300Periodo +175.0%
Fair value: $3,300

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

+11.1%

FCF CAGR

+122.8%

FCF margin

8.1%

FCF / Net income

7.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.46B · net income $136.9M · FCF $1.09B

2022-FY → 2025-FY

Gross margin

56.8%+8.0% pts

Operating margin

5.4%+16.4% pts

Net margin

1.0%+9.9% pts

FCF margin

8.1%+7.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.46B$13.46B$13.33B$12.65B$9.82B
Net Income$136.9M$136.9M$870.1M$918.3M$-869.3M
EBITDA$794.9M$794.9M$1.29B$1.29B$-275.5M
EPS24.4124.41155.21163.80-165.81
Gross Margin56.8%56.8%55.8%55.2%48.8%
Operating Margin5.4%5.4%6.7%6.0%-11.0%
Net Margin1.0%1.0%6.5%7.3%-8.9%
Balance Sheet
Debt/Equity0.520.520.631.101.74
Cash Flow
Free Cash Flow$1.09B$1.09B$974.3M$1.34B$98.7M
Returns
ROE2.9%2.9%18.5%23.5%-29.1%
Valuation
P/E62.8962.8924.6419.44—
EV/EBITDA19.6019.6017.4615.35—
P/B3.883.884.564.585.27
Growth & Yield
Revenue Growth1.0%1.0%5.3%28.9%—
EPS Growth-84.3%-84.3%-5.2%198.8%—
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

128.9%

muy exigente

EPS terminal req.

$292.82

Spread vs growth

-213.2%

5Y implied EPS CAGR

70.8%

muy exigente

EPS terminal req.

$354.31

Spread vs growth

-155.0%

10Y implied EPS CAGR

37.0%

muy exigente

EPS terminal req.

$570.62

Spread vs growth

-121.3%

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 -7.0%

Total return

-7.0%

Start / end P/E

23.0x → 135.2x

EPS bridge

155.21 → 24.41

Residual

-411.7%

EPS growth-84.3%
Multiple rerating+488.6%
Dividend+0.5%
Residual / FX / buybacks / cross-term-411.7%

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.