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7682.T$4100.00+0.86%
Fair $4100.00+0.0%

7682.T

Hamayuu Co.,Ltd.

Consumer Cyclical / RestaurantsTokyo

$4100.00

+35.00 (+0.86%)

Fairly Valued+0.0%Fair Value $4100.00Fund rank 20/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9

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 14%

FCF escenarios

weak_data · normalized FCF $-27.9M · quality 25.7/100

Data gap 20/100
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

31/100

D

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: 0unknown: 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.
Thesis & Journal · 7682.TLocal privado en este navegador · Hamayuu 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

$8.9B

P/E

108.5x

↑

EV/EBITDA

26.4x

↑

ROE

5.1%

↑

Gross Margin

74.0%

↑

Debt/Equity

1.27

↑
52-Week Range$4100
$3820$4355

TradingView lightweight chart

7682.T price, volumen y niveles de valoración

Último $4,100Periodo +205.5%
Fair value: $4,100

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

+10.3%

FCF CAGR

—

FCF margin

-0.5%

FCF / Net income

-0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.09B · net income $81.2M · FCF $-31.1M

2022-FY → 2025-FY

Gross margin

74.0%-1.2% pts

Operating margin

3.1%+6.8% pts

Net margin

1.3%+0.9% pts

FCF margin

-0.5%+3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.09B$6.09B$5.77B$5.27B$4.55B
Net Income$81.2M$81.2M$116.6M$-62.5M$19.4M
EBITDA$362.4M$362.4M$352.3M$123.1M$281.8M
EPS37.5637.5654.08-29.039.05
Gross Margin74.0%74.0%73.4%73.6%75.1%
Operating Margin3.1%3.1%3.8%2.3%-3.6%
Net Margin1.3%1.3%2.0%-1.2%0.4%
Balance Sheet
Debt/Equity1.271.271.151.051.40
Current Ratio1.481.48———
Cash Flow
Free Cash Flow$-31.1M$-31.1M$-27.9M$89.6M$-198.1M
Returns
ROE5.1%5.1%7.7%-4.4%1.3%
Valuation
P/E108.47108.4765.83—243.65
EV/EBITDA26.3926.3923.5461.1420.06
P/B5.515.515.044.953.18
Growth & Yield
Revenue Growth5.5%5.5%9.5%16.0%—
EPS Growth-30.5%-30.5%286.3%-420.8%—
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

113.2%

muy exigente

EPS terminal req.

$363.81

Spread vs growth

-143.7%

5Y implied EPS CAGR

63.6%

muy exigente

EPS terminal req.

$440.21

Spread vs growth

-94.1%

10Y implied EPS CAGR

34.1%

muy exigente

EPS terminal req.

$708.96

Spread vs growth

-64.7%

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 -3.7%

Total return

-3.7%

Start / end P/E

79.0x → 109.2x

EPS bridge

54.08 → 37.56

Residual

-11.6%

EPS growth-30.5%
Multiple rerating+38.1%
Dividend+0.4%
Residual / FX / buybacks / cross-term-11.6%

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.