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v0.1
7810.T$163.00-1.20%
Fair $163.00+0.0%

7810.T

Crossfor Co.,Ltd.

Consumer Cyclical / Luxury GoodsTokyo

$163.00

-2.00 (-1.20%)

Fairly Valued+0.0%Fair Value $163.00Fund rank 24/100 · Data gapFallback financials|
SA 25/D
F-Score: 8/9
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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-374.6M · quality 34.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

25/100

D

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: 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 1.6%, below the 5% threshold
Thesis & Journal · 7810.TLocal privado en este navegador · Crossfor 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

$2.8B

P/E

98.8x

↑

EV/EBITDA

29.0x

↑

ROE

1.6%

↓

Gross Margin

33.4%

↑

Debt/Equity

1.78

↑
52-Week Range$163
$141$409

TradingView lightweight chart

7810.T price, volumen y niveles de valoración

Último $165.00Periodo -76.1%
Fair value: $163.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+6.7%

FCF CAGR

+152.0%

FCF margin

13.1%

FCF / Net income

15.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.41B · net income $28.4M · FCF $447.4M

2021-FY → 2024-FY

Gross margin

33.4%-0.5% pts

Operating margin

-0.5%+4.4% pts

Net margin

0.8%+4.9% pts

FCF margin

13.1%+12.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$3.41B$3.41B$3.01B$3.10B$2.81B
Net Income$28.4M$28.4M$-272.4M$221.5M$-113.6M
EBITDA$172.6M$172.6M$-104.7M$257.2M$1.5M
EPS1.671.67-16.0913.08—
Gross Margin33.4%33.4%29.1%33.9%33.9%
Operating Margin-0.5%-0.5%-6.8%1.4%-4.9%
Net Margin0.8%0.8%-9.1%7.1%-4.0%
Balance Sheet
Debt/Equity1.781.781.821.321.37
Current Ratio2.312.31———
Cash Flow
Free Cash Flow$447.4M$447.4M$-567.3M$-374.6M$27.9M
Returns
ROE1.6%1.6%-15.1%10.4%-6.0%
Valuation
P/E98.7998.79—15.21—
EV/EBITDA28.9928.99—21.173996.70
P/B1.551.552.091.582.16
Growth & Yield
Revenue Growth13.6%13.6%-3.0%10.2%—
EPS Growth110.4%110.4%-223.0%——
Dividend Yield0.2%0.2%———

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

105.4%

muy exigente

EPS terminal req.

$14.46

Spread vs growth

5.0%

5Y implied EPS CAGR

60.0%

muy exigente

EPS terminal req.

$17.50

Spread vs growth

50.4%

10Y implied EPS CAGR

32.7%

muy exigente

EPS terminal req.

$28.19

Spread vs growth

77.7%

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 -5.5%

Total return

-5.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-16.09 → 1.67

Residual

-5.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.2%
Residual / FX / buybacks / cross-term-5.7%

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.