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7867.T$3075.00-3.48%
Fair $3075.00+0.0%

7867.T

TOMY Company, Ltd.

Consumer Cyclical / LeisureTokyo

$3075.00

-111.00 (-3.48%)

Fairly Valued+0.0%Fair Value $3075.00Fund rank 37/100 · Data gapFallback financials|
SA 61/B
F-Score: 7/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $13.6B · quality 77.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

61/100

B

Piotroski

7/9

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 · 7867.TLocal privado en este navegador · TOMY Company, 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

$267.2B

P/E

23.4x

↑

EV/EBITDA

7.1x

↓

ROE

15.4%

↑

Gross Margin

40.5%

↑

Debt/Equity

0.10

↓
52-Week Range$3075
$2496$3648

TradingView lightweight chart

7867.T price, volumen y niveles de valoración

Último $3,075Periodo +124.0%
Fair value: $3,075

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

+14.8%

FCF CAGR

-8.9%

FCF margin

3.6%

FCF / Net income

0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $250.24B · net income $16.35B · FCF $9.07B

2022-FY → 2025-FY

Gross margin

40.5%+0.2% pts

Operating margin

9.9%+2.5% pts

Net margin

6.5%+1.0% pts

FCF margin

3.6%-3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$250.24B$250.24B$208.33B$187.30B$165.45B
Net Income$16.35B$16.35B$9.81B$8.31B$9.11B
EBITDA$32.49B$32.49B$23.52B$20.32B$21.46B
EPS182.14182.14107.6590.59—
Gross Margin40.5%40.5%40.8%38.6%40.3%
Operating Margin9.9%9.9%9.0%7.0%7.5%
Net Margin6.5%6.5%4.7%4.4%5.5%
Balance Sheet
Debt/Equity0.100.100.170.410.50
Current Ratio2.582.58———
Cash Flow
Free Cash Flow$9.07B$9.07B$24.52B$13.61B$12.00B
Returns
ROE15.4%15.4%9.8%9.5%11.5%
Valuation
P/E23.4323.4325.0615.35—
EV/EBITDA7.107.108.434.784.00
P/B2.592.592.461.461.41
Growth & Yield
Revenue Growth20.1%20.1%11.2%13.2%—
EPS Growth69.2%69.2%18.8%——
Dividend Yield2.2%2.2%———

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

14.4%

razonable

EPS terminal req.

$272.86

Spread vs growth

54.8%

5Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$330.15

Spread vs growth

56.6%

10Y implied EPS CAGR

11.3%

razonable

EPS terminal req.

$531.72

Spread vs growth

57.9%

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 +4.5%

Total return

+4.5%

Start / end P/E

27.9x → 16.9x

EPS bridge

107.65 → 182.14

Residual

-27.4%

EPS growth+69.2%
Multiple rerating-39.5%
Dividend+2.2%
Residual / FX / buybacks / cross-term-27.4%

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.