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8016.T$720.00-0.28%
Fair $720.00+0.0%

8016.T

Onward Holdings Co., Ltd.

Consumer Cyclical / Apparel ManufacturingTokyo

$720.00

-2.00 (-0.28%)

Fairly Valued+0.0%Fair Value $720.00Fund rank 28/100 · Data gapFallback financials|
SA 55/C
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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $2.0B · quality 43.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

55/100

C

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 8016.TLocal privado en este navegador · Onward Holdings 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

$97.9B

P/E

9.7x

↓

EV/EBITDA

6.5x

↓

ROE

10.8%

↑

Gross Margin

54.7%

↑

Debt/Equity

0.53

↑
52-Week Range$720
$546$842

TradingView lightweight chart

8016.T price, volumen y niveles de valoración

Último $725.00Periodo -23.7%
Fair value: $720.00

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

+10.4%

FCF CAGR

-6.9%

FCF margin

1.2%

FCF / Net income

0.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $236.80B · net income $10.09B · FCF $2.84B

2023-FY → 2026-FY

Gross margin

54.7%-0.3% pts

Operating margin

4.9%+1.9% pts

Net margin

4.3%+2.5% pts

FCF margin

1.2%-0.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$236.80B$236.80B$208.39B$189.63B$176.07B
Net Income$10.09B$10.09B$8.52B$6.61B$3.06B
EBITDA$19.66B$19.66B$16.52B$11.85B$9.33B
EPS74.2274.2262.6748.6622.53
Gross Margin54.7%54.7%54.5%55.8%54.9%
Operating Margin4.9%4.9%4.9%5.9%3.0%
Net Margin4.3%4.3%4.1%3.5%1.7%
Balance Sheet
Debt/Equity0.530.530.620.530.43
Current Ratio1.351.35———
Cash Flow
Free Cash Flow$2.84B$2.84B$-1.71B$2.03B$3.52B
Returns
ROE10.8%10.8%10.1%8.3%4.1%
Valuation
P/E9.709.708.3910.6715.09
EV/EBITDA6.486.486.668.306.90
P/B1.051.050.850.880.62
Growth & Yield
Revenue Growth13.6%13.6%9.9%7.7%—
EPS Growth18.4%18.4%28.8%116.0%—
Dividend Yield4.6%4.6%———

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

-4.9%

fácil

EPS terminal req.

$63.89

Spread vs growth

23.3%

5Y implied EPS CAGR

0.8%

fácil

EPS terminal req.

$77.30

Spread vs growth

17.6%

10Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$124.50

Spread vs growth

13.1%

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 +36.1%

Total return

+36.1%

Start / end P/E

8.8x → 9.8x

EPS bridge

62.67 → 74.22

Residual

+2.0%

EPS growth+18.4%
Multiple rerating+11.1%
Dividend+4.6%
Residual / FX / buybacks / cross-term+2.0%

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.