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7946.T$368.00-2.09%
Fair $368.00+0.0%

7946.T

Koyosha Inc.

Industrials / Specialty Business ServicesTokyo

$368.00

-8.00 (-2.09%)

Fairly Valued+0.0%Fair Value $368.00Fund rank 27/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-675000.00 · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

50/100

C

Piotroski

3/9

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 3.4%, below the 5% threshold
Thesis & Journal · 7946.TLocal privado en este navegador · Koyosha 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

$910M

P/E

11.5x

↓

EV/EBITDA

2.5x

↓

ROE

3.4%

↓

Gross Margin

21.5%

↓

Debt/Equity

0.24

↓
52-Week Range$368
$333$4740

TradingView lightweight chart

7946.T price, volumen y niveles de valoración

Último $374.00Periodo +67.7%
Fair value: $368.00

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

+5.2%

FCF CAGR

—

FCF margin

-1.7%

FCF / Net income

-1.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.73B · net income $60.7M · FCF $-82.0M

2022-FY → 2025-FY

Gross margin

21.5%+1.8% pts

Operating margin

1.3%+2.7% pts

Net margin

1.3%+0.5% pts

FCF margin

-1.7%-5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.73B$4.73B$4.49B$4.30B$4.06B
Net Income$60.7M$60.7M$146.5M$58.4M$33.8M
EBITDA$265.7M$265.7M$323.1M$221.6M$186.6M
EPS17.9517.9542.9317.066.13
Gross Margin21.5%21.5%21.8%20.3%19.6%
Operating Margin1.3%1.3%1.6%0.6%-1.4%
Net Margin1.3%1.3%3.3%1.4%0.8%
Balance Sheet
Debt/Equity0.240.240.180.280.33
Current Ratio3.473.47———
Cash Flow
Free Cash Flow$-82.0M$-82.0M$-675000.00$29.7M$137.4M
Returns
ROE3.4%3.4%7.5%3.2%1.9%
Valuation
P/E11.5411.5438.8189.18194.39
EV/EBITDA2.532.5314.7620.0528.64
P/B0.700.702.902.873.74
Growth & Yield
Revenue Growth5.2%5.2%4.5%6.0%—
EPS Growth-58.2%-58.2%151.7%178.1%—
Dividend Yield2.9%2.9%———

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

22.1%

exigente

EPS terminal req.

$32.65

Spread vs growth

-80.3%

5Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$39.51

Spread vs growth

-75.3%

10Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$63.63

Spread vs growth

-71.7%

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 -70.4%

Total return

-70.4%

Start / end P/E

32.7x → 20.8x

EPS bridge

42.93 → 17.95

Residual

+21.1%

EPS growth-58.2%
Multiple rerating-36.2%
Dividend+2.9%
Residual / FX / buybacks / cross-term+21.1%

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.