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8214.T$1605.00-2.13%
Fair $1605.00+0.0%

8214.T

AOKI Holdings Inc.

Consumer Cyclical / Apparel RetailTokyo

$1605.00

-35.00 (-2.13%)

Fairly Valued+0.0%Fair Value $1605.00Fund rank 38/100 · Data gapFallback financials|
SA 64/B
F-Score: 8/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $11.0B · quality 80.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

64/100

B

Piotroski

8/9

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 · 8214.TLocal privado en este navegador · AOKI Holdings 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

$135.1B

P/E

14.6x

↓

EV/EBITDA

5.8x

↓

ROE

6.7%

↑

Gross Margin

41.9%

↑

Debt/Equity

0.29

↓
52-Week Range$1605
$1436$1905

TradingView lightweight chart

8214.T price, volumen y niveles de valoración

Último $1,605Periodo +903.1%
Fair value: $1,605

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

+7.5%

FCF CAGR

+7.9%

FCF margin

5.7%

FCF / Net income

1.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $192.69B · net income $9.57B · FCF $11.01B

2022-FY → 2025-FY

Gross margin

41.9%+3.4% pts

Operating margin

8.1%+4.6% pts

Net margin

5.0%+3.3% pts

FCF margin

5.7%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$192.69B$192.69B$187.72B$176.17B$154.92B
Net Income$9.57B$9.57B$7.57B$5.63B$2.56B
EBITDA$24.20B$24.20B$22.44B$17.35B$15.25B
EPS113.89113.8990.0366.3430.21
Gross Margin41.9%41.9%41.0%39.5%38.5%
Operating Margin8.1%8.1%7.4%5.8%3.5%
Net Margin5.0%5.0%4.0%3.2%1.7%
Balance Sheet
Debt/Equity0.290.290.350.400.49
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$11.01B$11.01B$5.70B$12.13B$8.76B
Returns
ROE6.7%6.7%5.5%4.3%2.0%
Valuation
P/E14.5814.5812.3612.4419.07
EV/EBITDA5.815.814.734.874.78
P/B0.950.950.680.530.38
Growth & Yield
Revenue Growth2.6%2.6%6.6%13.7%—
EPS Growth26.5%26.5%35.7%119.6%—
Dividend Yield7.5%7.5%———

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

7.7%

razonable

EPS terminal req.

$142.42

Spread vs growth

18.8%

5Y implied EPS CAGR

8.6%

razonable

EPS terminal req.

$172.32

Spread vs growth

17.9%

10Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$277.53

Spread vs growth

17.2%

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 +17.0%

Total return

+17.0%

Start / end P/E

16.3x → 14.1x

EPS bridge

90.03 → 113.89

Residual

-3.6%

EPS growth+26.5%
Multiple rerating-13.5%
Dividend+7.5%
Residual / FX / buybacks / cross-term-3.6%

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.