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8194.T$2422.00-1.46%
Fair $2422.00+0.0%

8194.T

Life Corporation

Consumer Defensive / Grocery StoresTokyo

$2422.00

-36.00 (-1.46%)

Fairly Valued+0.0%Fair Value $2422.00Fund rank 30/100 · Data gapFallback financials|
SA 45/C
F-Score: 6/9

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 $25.6B · quality 52.3/100

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

45/100

C

Piotroski

6/9

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 · 8194.TLocal privado en este navegador · Life 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

$209.5B

P/E

11.3x

↓

EV/EBITDA

5.5x

↓

ROE

12.1%

↑

Gross Margin

34.0%

↑

Debt/Equity

0.21

↓
52-Week Range$2422
$2018$2806

TradingView lightweight chart

8194.T price, volumen y niveles de valoración

Último $2,422Periodo +656.9%
Fair value: $2,422

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

+4.8%

FCF CAGR

+224.4%

FCF margin

7.0%

FCF / Net income

3.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $881.33B · net income $18.82B · FCF $61.87B

2023-FY → 2026-FY

Gross margin

34.0%+0.4% pts

Operating margin

3.0%+0.4% pts

Net margin

2.1%+0.4% pts

FCF margin

7.0%+6.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$881.33B$881.33B$850.50B$809.71B$765.42B
Net Income$18.82B$18.82B$17.95B$16.94B$13.33B
EBITDA$41.92B$41.92B$42.73B$39.40B$33.91B
EPS217.56217.56207.45180.47142.18
Gross Margin34.0%34.0%33.7%33.9%33.5%
Operating Margin3.0%3.0%3.0%3.0%2.5%
Net Margin2.1%2.1%2.1%2.1%1.7%
Balance Sheet
Debt/Equity0.210.210.510.390.61
Current Ratio0.840.84———
Cash Flow
Free Cash Flow$61.87B$61.87B$-370.0M$25.55B$1.81B
Returns
ROE12.1%12.1%13.0%12.4%10.9%
Valuation
P/E11.3011.308.8810.279.43
EV/EBITDA5.515.515.205.545.61
P/B1.351.351.151.271.03
Growth & Yield
Revenue Growth3.6%3.6%5.0%5.8%—
EPS Growth4.9%4.9%15.0%26.9%—
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

-0.4%

fácil

EPS terminal req.

$214.91

Spread vs growth

5.3%

5Y implied EPS CAGR

3.6%

fácil

EPS terminal req.

$260.04

Spread vs growth

1.2%

10Y implied EPS CAGR

6.8%

razonable

EPS terminal req.

$418.80

Spread vs growth

-1.9%

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 +21.1%

Total return

+21.1%

Start / end P/E

9.9x → 11.1x

EPS bridge

207.45 → 217.56

Residual

+0.6%

EPS growth+4.9%
Multiple rerating+12.7%
Dividend+2.9%
Residual / FX / buybacks / cross-term+0.6%

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.