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7640.T$188.00+1.08%
Fair $188.00+0.0%

7640.T

TOP CULTURE Co.,Ltd.

Consumer Cyclical / Specialty RetailTokyo

$188.00

+2.00 (+1.08%)

Fairly Valued+0.0%Fair Value $188.00Fund rank 17/100 · Data gapFallback financials|
SA 11/F
F-Score: 4/9
High DebtDeclining 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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $731.5M · quality 13.7/100

Data gap 17/100
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

11/100

F

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: 3unknown: 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. Debt-to-Equity ratio is 12.40, above the 2.0 threshold Revenue has declined for 3 consecutive years ROE is -99.2%, below the 5% threshold
Thesis & Journal · 7640.TLocal privado en este navegador · TOP CULTURE 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

$2.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-99.2%

↓

Gross Margin

34.9%

↑

Debt/Equity

12.40

↑
52-Week Range$188
$141$278

TradingView lightweight chart

7640.T price, volumen y niveles de valoración

Último $188.00Periodo -58.2%
Fair value: $188.00

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

-6.1%

FCF CAGR

+72.8%

FCF margin

4.5%

FCF / Net income

-1.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.33B · net income $-731.2M · FCF $776.8M

2022-FY → 2025-FY

Gross margin

34.9%+3.7% pts

Operating margin

-2.3%-1.5% pts

Net margin

-4.2%-2.9% pts

FCF margin

4.5%+3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$17.33B$17.33B$18.41B$18.95B$20.91B
Net Income$-731.2M$-731.2M$-717.6M$-1.38B$-272.8M
EBITDA$-102.6M$-102.6M$-133.2M$-745.6M$200.3M
EPS——-45.97-110.98-22.58
Gross Margin34.9%34.9%34.3%31.7%31.2%
Operating Margin-2.3%-2.3%-2.7%-4.2%-0.7%
Net Margin-4.2%-4.2%-3.9%-7.3%-1.3%
Balance Sheet
Debt/Equity12.4012.406.124.273.23
Current Ratio0.840.84———
Cash Flow
Free Cash Flow$776.8M$776.8M$731.5M$-241.6M$150.4M
Returns
ROE-99.2%-99.2%-45.0%-55.5%-8.1%
Valuation
EV/EBITDA————58.67
P/B3.983.981.430.860.72
Growth & Yield
Revenue Growth-5.9%-5.9%-2.8%-9.3%—
EPS Growth——58.6%-391.5%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +28.8%

Total return

+28.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-45.97 → n/d

Residual

+28.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+28.8%

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.