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8167.T$1242.00-1.43%
Fair $1242.00+0.0%

8167.T

Retail Partners Co., Ltd.

Consumer Defensive / Grocery StoresTokyo

$1242.00

-18.00 (-1.43%)

Fairly Valued+0.0%Fair Value $1242.00Fund rank 39/100 · Data gapFallback financials|
SA 48/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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $9.6B · quality 84.7/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data 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

48/100

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 · 8167.TLocal privado en este navegador · Retail Partners 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

$53.2B

P/E

10.4x

↓

EV/EBITDA

3.6x

↓

ROE

5.6%

↓

Gross Margin

26.6%

↓

Debt/Equity

0.16

↓
52-Week Range$1242
$1220$1529

TradingView lightweight chart

8167.T price, volumen y niveles de valoración

Último $1,242Periodo +553.7%
Fair value: $1,242

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

+5.8%

FCF CAGR

+5.5%

FCF margin

3.5%

FCF / Net income

1.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $278.20B · net income $5.14B · FCF $9.63B

2023-FY → 2026-FY

Gross margin

26.6%-0.1% pts

Operating margin

2.3%+0.1% pts

Net margin

1.8%+0.6% pts

FCF margin

3.5%-0.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$278.20B$278.20B$266.74B$252.16B$234.79B
Net Income$5.14B$5.14B$5.22B$4.72B$2.92B
EBITDA$11.72B$11.72B$11.90B$11.11B$8.66B
EPS119.70119.70121.75109.8766.78
Gross Margin26.6%26.6%26.6%26.9%26.7%
Operating Margin2.3%2.3%2.6%2.7%2.3%
Net Margin1.8%1.8%2.0%1.9%1.2%
Balance Sheet
Debt/Equity0.160.160.160.200.21
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$9.63B$9.63B$8.84B$11.51B$8.20B
Returns
ROE5.6%5.6%6.2%5.8%3.9%
Valuation
P/E10.3810.3810.8216.1320.19
EV/EBITDA3.573.573.856.126.29
P/B0.580.580.670.940.78
Growth & Yield
Revenue Growth4.3%4.3%5.8%7.4%—
EPS Growth-1.7%-1.7%10.8%64.5%—
Dividend Yield3.2%3.2%———

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

-2.7%

fácil

EPS terminal req.

$110.21

Spread vs growth

1.0%

5Y implied EPS CAGR

2.2%

fácil

EPS terminal req.

$133.35

Spread vs growth

-3.9%

10Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$214.76

Spread vs growth

-7.7%

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 -3.7%

Total return

-3.7%

Start / end P/E

11.0x → 10.4x

EPS bridge

121.75 → 119.70

Residual

+0.1%

EPS growth-1.7%
Multiple rerating-5.3%
Dividend+3.2%
Residual / FX / buybacks / cross-term+0.1%

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.