StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
7878.T$880.00-1.23%
Fair $880.00+0.0%

7878.T

Kohsai Co.,Ltd.

Consumer Cyclical / Luxury GoodsTokyo

$880.00

-11.00 (-1.23%)

Fairly Valued+0.0%Fair Value $880.00Fund rank 22/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9

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 $49.3M · 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 8/100Data 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

45/100

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: 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 · 7878.TLocal privado en este navegador · Kohsai 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

$1.3B

P/E

11.9x

↓

EV/EBITDA

7.8x

↓

ROE

7.1%

↑

Gross Margin

18.4%

↓

Debt/Equity

0.75

↑
52-Week Range$880
$841$1699

TradingView lightweight chart

7878.T price, volumen y niveles de valoración

Último $880.00Periodo +46.7%
Fair value: $880.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+8.1%

FCF CAGR

—

FCF margin

-5.1%

FCF / Net income

-1.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.24B · net income $110.4M · FCF $-214.7M

2023-FY → 2026-FY

Gross margin

18.4%+4.5% pts

Operating margin

4.2%+4.1% pts

Net margin

2.6%+1.8% pts

FCF margin

-5.1%+4.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$4.24B$4.24B$3.93B$3.53B$3.36B
Net Income$110.4M$110.4M$88.4M$92.0M$27.7M
EBITDA$254.1M$254.1M$205.2M$177.7M$110.1M
EPS73.7573.7559.0861.4718.54
Gross Margin18.4%18.4%18.3%17.0%13.9%
Operating Margin4.2%4.2%3.8%3.1%0.1%
Net Margin2.6%2.6%2.2%2.6%0.8%
Balance Sheet
Debt/Equity0.750.750.740.640.71
Current Ratio2.502.50———
Cash Flow
Free Cash Flow$-214.7M$-214.7M$49.3M$95.6M$-304.8M
Returns
ROE7.1%7.1%6.1%6.6%2.1%
Valuation
P/E11.9311.9317.2620.9959.67
EV/EBITDA7.777.779.3213.1319.36
P/B0.850.851.051.391.27
Growth & Yield
Revenue Growth7.9%7.9%11.5%5.0%—
EPS Growth24.8%24.8%-3.9%231.6%—
Dividend Yield3.4%3.4%———

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

1.9%

fácil

EPS terminal req.

$78.09

Spread vs growth

22.9%

5Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$94.48

Spread vs growth

19.8%

10Y implied EPS CAGR

7.5%

razonable

EPS terminal req.

$152.17

Spread vs growth

17.3%

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 -7.7%

Total return

-7.7%

Start / end P/E

16.8x → 11.9x

EPS bridge

59.08 → 73.75

Residual

-7.1%

EPS growth+24.8%
Multiple rerating-28.8%
Dividend+3.4%
Residual / FX / buybacks / cross-term-7.1%

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.