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7823.T$803.00-0.25%
Fair $803.00+0.0%

7823.T

Artnature Inc.

Consumer Defensive / Household & Personal ProductsTokyo

$803.00

-2.00 (-0.25%)

Fairly Valued+0.0%Fair Value $803.00Fund rank 25/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9
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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $148.0M · quality 39.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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: 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 3.0%, below the 5% threshold
Thesis & Journal · 7823.TLocal privado en este navegador · Artnature Inc.
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

$26.2B

P/E

14.0x

↓

EV/EBITDA

2.5x

↓

ROE

3.0%

↓

Gross Margin

66.2%

↑

Debt/Equity

N/A

•
52-Week Range$803
$707$845

TradingView lightweight chart

7823.T price, volumen y niveles de valoración

Último $803.00Periodo -28.9%
Fair value: $803.00

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

+2.3%

FCF CAGR

—

FCF margin

-0.0%

FCF / Net income

-0.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $43.34B · net income $821.0M · FCF $-13.0M

2022-FY → 2025-FY

Gross margin

66.2%-2.4% pts

Operating margin

5.0%-2.4% pts

Net margin

1.9%-1.1% pts

FCF margin

-0.0%-4.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$43.34B$43.34B$42.85B$43.21B$40.44B
Net Income$821.0M$821.0M$1.46B$1.87B$1.20B
EBITDA$3.35B$3.35B$3.79B$4.57B$4.10B
EPS24.8824.8844.4057.2937.09
Gross Margin66.2%66.2%67.0%67.5%68.6%
Operating Margin5.0%5.0%6.2%8.3%7.5%
Net Margin1.9%1.9%3.4%4.3%3.0%
Balance Sheet
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$-13.0M$-13.0M$148.0M$1.71B$1.62B
Returns
ROE3.0%3.0%5.4%7.2%4.9%
Valuation
P/E14.0114.0117.0513.3519.36
EV/EBITDA2.492.491.481.060.92
P/B0.980.980.930.970.95
Growth & Yield
Revenue Growth1.1%1.1%-0.8%6.9%—
EPS Growth-44.0%-44.0%-22.5%54.5%—
Dividend Yield3.5%3.5%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

42.0%

muy exigente

EPS terminal req.

$71.25

Spread vs growth

-86.0%

5Y implied EPS CAGR

28.2%

muy exigente

EPS terminal req.

$86.22

Spread vs growth

-72.2%

10Y implied EPS CAGR

18.8%

exigente

EPS terminal req.

$138.85

Spread vs growth

-62.7%

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 +12.0%

Total return

+12.0%

Start / end P/E

16.7x → 32.3x

EPS bridge

44.40 → 24.88

Residual

-41.2%

EPS growth-44.0%
Multiple rerating+93.6%
Dividend+3.5%
Residual / FX / buybacks / cross-term-41.2%

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.