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8022.T$3180.00-3.05%
Fair $3180.00+0.0%

8022.T

Mizuno Corporation

Consumer Cyclical / Specialty RetailTokyo

$3180.00

-100.00 (-3.05%)

Fairly Valued+0.0%Fair Value $3180.00Fund rank 30/100 · Data gapFallback financials|
SA 57/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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $2.9B · quality 51.0/100

Data gap 30/100
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

57/100

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 · 8022.TLocal privado en este navegador · Mizuno Corporation
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

$241.8B

P/E

13.7x

↓

EV/EBITDA

9.1x

↓

ROE

9.7%

↑

Gross Margin

41.0%

↑

Debt/Equity

0.10

↓
52-Week Range$3180
$2466$4385

TradingView lightweight chart

8022.T price, volumen y niveles de valoración

Último $3,180Periodo +498.1%
Fair value: $3,180

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

+11.6%

FCF CAGR

-32.4%

FCF margin

1.2%

FCF / Net income

0.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $240.34B · net income $15.24B · FCF $2.89B

2022-FY → 2025-FY

Gross margin

41.0%-0.4% pts

Operating margin

8.6%+2.9% pts

Net margin

6.3%+1.9% pts

FCF margin

1.2%-4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$240.34B$240.34B$229.71B$212.04B$172.74B
Net Income$15.24B$15.24B$14.31B$9.91B$7.72B
EBITDA$25.10B$25.10B$23.41B$16.60B$13.83B
EPS595.97595.97186.57129.24100.67
Gross Margin41.0%41.0%39.6%38.2%41.4%
Operating Margin8.6%8.6%7.5%6.1%5.7%
Net Margin6.3%6.3%6.2%4.7%4.5%
Balance Sheet
Debt/Equity0.100.100.090.190.09
Current Ratio3.773.77———
Cash Flow
Free Cash Flow$2.89B$2.89B$19.40B$-13.33B$9.38B
Returns
ROE9.7%9.7%10.1%8.0%6.9%
Valuation
P/E13.6813.6811.747.896.79
EV/EBITDA9.079.076.384.712.79
P/B1.561.561.190.630.47
Growth & Yield
Revenue Growth4.6%4.6%8.3%22.8%—
EPS Growth219.4%219.4%44.4%28.4%—
Dividend Yield2.0%2.0%———

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%

fácil

EPS terminal req.

$282.17

Spread vs growth

241.5%

5Y implied EPS CAGR

-10.5%

fácil

EPS terminal req.

$341.43

Spread vs growth

230.0%

10Y implied EPS CAGR

-0.8%

fácil

EPS terminal req.

$549.87

Spread vs growth

220.2%

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 +17.4%

Total return

+17.4%

Start / end P/E

14.8x → 5.3x

EPS bridge

186.57 → 595.97

Residual

-140.1%

EPS growth+219.4%
Multiple rerating-63.9%
Dividend+2.0%
Residual / FX / buybacks / cross-term-140.1%

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.