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7791.T$784.00+0.00%
Fair $784.00+0.0%

7791.T

Dreambed Co.,Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesTokyo

$784.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $784.00Fund rank 22/100 · Data gapFallback financials|
SA 47/C
F-Score: 8/9

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 16%

FCF escenarios

weak_data · normalized FCF $-301.1M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

47/100

C

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: 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 · 7791.TLocal privado en este navegador · Dreambed 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

$3.2B

P/E

6.7x

↓

EV/EBITDA

6.6x

↓

ROE

9.2%

↑

Gross Margin

52.1%

↑

Debt/Equity

0.87

↑
52-Week Range$784
$748$965

TradingView lightweight chart

7791.T price, volumen y niveles de valoración

Último $784.00Periodo -37.6%
Fair value: $784.00

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

+6.8%

FCF CAGR

—

FCF margin

1.3%

FCF / Net income

0.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.51B · net income $415.1M · FCF $146.5M

2022-FY → 2025-FY

Gross margin

52.1%+0.3% pts

Operating margin

5.2%-1.7% pts

Net margin

3.6%-1.1% pts

FCF margin

1.3%+4.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.51B$11.51B$9.71B$9.84B$9.45B
Net Income$415.1M$415.1M$254.9M$442.1M$446.0M
EBITDA$958.3M$958.3M$789.1M$901.4M$843.4M
EPS101.52101.5261.98107.61112.65
Gross Margin52.1%52.1%51.2%50.4%51.8%
Operating Margin5.2%5.2%2.0%4.3%6.9%
Net Margin3.6%3.6%2.6%4.5%4.7%
Balance Sheet
Debt/Equity0.870.870.900.770.52
Current Ratio1.011.01———
Cash Flow
Free Cash Flow$146.5M$146.5M$-301.1M$-1.41B$-292.6M
Returns
ROE9.2%9.2%6.0%10.9%11.7%
Valuation
P/E6.716.7112.367.046.21
EV/EBITDA6.596.597.926.294.33
P/B0.710.710.750.770.73
Growth & Yield
Revenue Growth18.5%18.5%-1.3%4.0%—
EPS Growth63.8%63.8%-42.4%-4.5%—
Dividend Yield4.8%4.8%———

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

-11.8%

fácil

EPS terminal req.

$69.57

Spread vs growth

75.6%

5Y implied EPS CAGR

-3.7%

fácil

EPS terminal req.

$84.18

Spread vs growth

67.5%

10Y implied EPS CAGR

2.9%

fácil

EPS terminal req.

$135.57

Spread vs growth

60.9%

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 +8.4%

Total return

+8.4%

Start / end P/E

12.2x → 7.7x

EPS bridge

61.98 → 101.52

Residual

-23.5%

EPS growth+63.8%
Multiple rerating-36.8%
Dividend+4.8%
Residual / FX / buybacks / cross-term-23.5%

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.