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7841.T$1047.00-1.69%
Fair $1047.00+0.0%

7841.T

Endo Manufacturing Co., Ltd.

Consumer Cyclical / LeisureTokyo

$1047.00

-18.00 (-1.69%)

Fairly Valued+0.0%Fair Value $1047.00Fund rank 31/100 · Data gapFallback financials|
SA 47/C
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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $354.9M · quality 55.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

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 2.6%, below the 5% threshold
Thesis & Journal · 7841.TLocal privado en este navegador · Endo Manufacturing 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

$9.2B

P/E

15.3x

↓

EV/EBITDA

0.8x

↓

ROE

2.6%

↓

Gross Margin

16.4%

↓

Debt/Equity

0.00

↓
52-Week Range$1047
$1002$1364

TradingView lightweight chart

7841.T price, volumen y niveles de valoración

Último $1,047Periodo -2.1%
Fair value: $1,047

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

+7.7%

FCF CAGR

—

FCF margin

-1.0%

FCF / Net income

-0.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.24B · net income $601.0M · FCF $-191.4M

2022-FY → 2025-FY

Gross margin

16.4%-9.1% pts

Operating margin

5.6%-7.1% pts

Net margin

3.3%-2.2% pts

FCF margin

-1.0%-7.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.24B$18.24B$17.42B$15.71B$14.58B
Net Income$601.0M$601.0M$1.12B$762.9M$796.8M
EBITDA$2.29B$2.29B$2.79B$2.16B$2.82B
EPS68.4268.42127.7487.1691.07
Gross Margin16.4%16.4%20.0%17.6%25.6%
Operating Margin5.6%5.6%8.9%7.5%12.7%
Net Margin3.3%3.3%6.4%4.9%5.5%
Balance Sheet
Debt/Equity0.000.000.010.010.02
Current Ratio5.275.27———
Cash Flow
Free Cash Flow$-191.4M$-191.4M$354.9M$1.58B$889.8M
Returns
ROE2.6%2.6%5.0%3.8%4.3%
Valuation
P/E15.3115.3110.1010.858.87
EV/EBITDA0.830.830.61-0.180.10
P/B0.390.390.510.410.38
Growth & Yield
Revenue Growth4.7%4.7%10.9%7.7%—
EPS Growth-46.4%-46.4%46.6%-4.3%—
Dividend Yield3.8%3.8%———

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

10.7%

razonable

EPS terminal req.

$92.90

Spread vs growth

-57.2%

5Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$112.41

Spread vs growth

-56.9%

10Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$181.04

Spread vs growth

-56.7%

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 +0.7%

Total return

+0.7%

Start / end P/E

8.5x → 15.3x

EPS bridge

127.74 → 68.42

Residual

-37.6%

EPS growth-46.4%
Multiple rerating+81.0%
Dividend+3.8%
Residual / FX / buybacks / cross-term-37.6%

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.