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v0.1
7906.T$2325.00-2.64%
Fair $2325.00+0.0%

7906.T

YONEX Co., Ltd.

Consumer Cyclical / LeisureTokyo

$2325.00

-63.00 (-2.64%)

Fairly Valued+0.0%Fair Value $2325.00Fund rank 31/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.0B · quality 59.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

54/100

C

Piotroski

5/9

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 · 7906.TLocal privado en este navegador · YONEX 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

$198.9B

P/E

17.2x

↑

EV/EBITDA

9.9x

↑

ROE

15.3%

↑

Gross Margin

44.9%

↑

Debt/Equity

0.16

↓
52-Week Range$2325
$2281$4505

TradingView lightweight chart

7906.T price, volumen y niveles de valoración

Último $2,325Periodo +2347.4%
Fair value: $2,325

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

+22.9%

FCF CAGR

+7.0%

FCF margin

5.1%

FCF / Net income

0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $138.28B · net income $10.59B · FCF $7.03B

2022-FY → 2025-FY

Gross margin

44.9%+0.0% pts

Operating margin

10.3%+1.2% pts

Net margin

7.7%-0.1% pts

FCF margin

5.1%-2.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$138.28B$138.28B$116.44B$107.02B$74.48B
Net Income$10.59B$10.59B$8.86B$7.33B$5.78B
EBITDA$18.32B$18.32B$15.52B$12.41B$9.51B
EPS122.96122.96102.4584.0566.11
Gross Margin44.9%44.9%44.3%42.9%44.8%
Operating Margin10.3%10.3%10.0%9.4%9.1%
Net Margin7.7%7.7%7.6%6.9%7.8%
Balance Sheet
Debt/Equity0.160.160.140.100.05
Current Ratio3.223.22———
Cash Flow
Free Cash Flow$7.03B$7.03B$5.01B$-1.34B$5.73B
Returns
ROE15.3%15.3%14.6%13.9%12.7%
Valuation
P/E17.2317.2311.7616.6015.13
EV/EBITDA9.949.945.768.867.57
P/B2.892.891.722.301.92
Growth & Yield
Revenue Growth18.8%18.8%8.8%43.7%—
EPS Growth20.0%20.0%21.9%27.1%—
Dividend Yield1.2%1.2%———

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

18.8%

exigente

EPS terminal req.

$206.31

Spread vs growth

1.2%

5Y implied EPS CAGR

15.2%

exigente

EPS terminal req.

$249.63

Spread vs growth

4.8%

10Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$402.03

Spread vs growth

7.4%

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 -6.2%

Total return

-6.2%

Start / end P/E

24.5x → 18.9x

EPS bridge

102.45 → 122.96

Residual

-4.6%

EPS growth+20.0%
Multiple rerating-22.9%
Dividend+1.2%
Residual / FX / buybacks / cross-term-4.6%

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.